JDM Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JDM Financial Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$123K	Buy	1,815 +120	+7%	+$8.32K	0.05%	73
2025 Q4	$112K	Hold	1,695	–	–	0.04%	77
2025 Q3	$111K	Hold	1,695	–	–	0.05%	71
2025 Q2	$105K	Hold	1,695	–	–	0.05%	66
2025 Q1	$98.9K	Hold	1,695	–	–	0.05%	63
2024 Q4	$106K	Hold	1,695	–	–	0.05%	59
2024 Q3	$106K	Hold	1,695	–	–	0.06%	59
2024 Q2	$99.2K	Buy	1,695 +645	+61%	+$37.9K	0.07%	57
2024 Q1	$63.8K	Hold	1,050	–	–	0.05%	64
2023 Q4	$58.2K	Hold	1,050	–	–	0.05%	61
2023 Q3	$52.4K	Hold	1,050	–	–	0.05%	61
2023 Q2	$54.9K	Hold	1,050	–	–	0.05%	62
2023 Q1	$52.5K	Buy	+1,050	New	+$53.5K	0.05%	65

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JDM Financial Group's IJH Position: Q1 2026 in Review

JDM Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q1 2026, buying an estimated $8.32K and bringing the position to 1,815 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #73.

JDM Financial Group first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

JDM Financial Group held 1,815 shares of iShares Core S&P Mid-Cap ETF worth $123K as of Q1 2026.
JDM Financial Group bought 120 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.32K.
iShares Core S&P Mid-Cap ETF made up 0.05% of JDM Financial Group's portfolio in Q1 2026, its #73 holding.
JDM Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.