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Newman Dignan & Sheerar Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Newman Dignan & Sheerar Inc’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
Q2 		$5.93M Sell
76,911
-1,111
-1% -$81.5K 1.13% 23
2026
Q1 		$5.27M Buy
78,022
+12,418
+19% +$861K 1.11% 23
2025
Q4 		$4.33M Sell
65,604
-522
-0.8% -$34.2K 0.9% 27
2025
Q3 		$4.32M Sell
66,126
-1,152
-2% -$74K 0.93% 25
2025
Q2 		$4.17M Sell
67,278
-848
-1% -$49.8K 0.96% 24
2025
Q1 		$3.98M Buy
68,126
+1,560
+2% +$96.9K 1.09% 24
2024
Q4 		$4.15M Buy
66,566
+924
+1% +$59.3K 1.06% 25
2024
Q3 		$4.12M Buy
65,642
+1,769
+3% +$107K 0.99% 26
2024
Q2 		$3.74M Sell
63,873
-303
-0.5% -$17.8K 0.96% 25
2024
Q1 		$3.9M Sell
64,176
-769
-1% -$43.5K 1.04% 25
2023
Q4 		$3.6M Buy
64,945
+3,655
+6% +$185K 1.09% 25
2023
Q3 		$3.06M Sell
61,290
-2,850
-4% -$149K 1% 27
2023
Q2 		$3.35M Sell
64,140
-235
-0.4% -$11.7K 1.04% 26
2023
Q1 		$3.22M Buy
64,375
+35
+0.1% +$1.78K 1.03% 25
2022
Q4 		$3.11M Sell
64,340
-490
-0.8% -$23.7K 1.03% 28
2022
Q3 		$2.84K Sell
64,830
-1,110
-2% -$53.7K 0.45% 26
2022
Q2 		$2.98M Sell
65,940
-345
-0.5% -$17K 1.02% 23
2022
Q1 		$3.56K Buy
66,285
+335
+0.5% +$17.8K 0.68% 21
2021
Q4 		$3.73M Buy
65,950
+1,710
+3% +$95.2K 1.13% 20
2021
Q3 		$3.38M Buy
64,240
+15
+0% +$807 0.98% 20
2021
Q2 		$3.45M Buy
64,225
+175
+0.3% +$9.45K 1.16% 19
2021
Q1 		$3.33M Buy
64,050
+645
+1% +$32.2K 1.21% 21
2020
Q4 		$2.91K Sell
63,405
-2,255
-3% -$95K 0.47% 24
2020
Q3 		$2.43M Sell
65,660
-1,845
-3% -$69K 1.02% 27
2020
Q2 		$2.53M Sell
67,505
-1,760
-3% -$58.4K 1.09% 27
2020
Q1 		$2.08M Sell
69,265
-12,650
-15% -$470K 1.09% 22
2019
Q4 		$3.37K Sell
81,915
-1,800
-2% -$71.3K 0.36% 21
2019
Q3 		$3.23M Sell
83,715
-1,805
-2% -$69.4K 1.52% 17
2019
Q2 		$3.32K Sell
85,520
-1,055
-1% -$40.4K 0.09% 17
2019
Q1 		$3.28M Buy
86,575
+375
+0.4% +$13.8K 1.32% 20
2018
Q4 		$2.86K Sell
86,200
-1,095
-1% -$40K 0.24% 25
2018
Q3 		$3.42M Sell
87,295
-80
-0.1% -$3.22K 1.5% 20
2018
Q2 		$3.4K Buy
87,375
+4,875
+6% +$188K 0.23% 18
2018
Q1 		$3.1M Sell
82,500
-1,900
-2% -$72.7K 1.57% 17
2017
Q4 		$3.2M Buy
84,400
+485
+0.6% +$17.9K 1.6% 16
2017
Q3 		$3M Buy
83,915
+1,765
+2% +$61.5K 1.6% 17
2017
Q2 		$2.86M Buy
82,150
+255
+0.3% +$8.8K 1.59% 17
2017
Q1 		$2.8K Buy
81,895
+2,190
+3% +$74.5K 1.24% 21
2016
Q4 		$2.64M Buy
79,705
+3,525
+5% +$112K 1.61% 17
2016
Q3 		$2.36M Buy
76,180
+200
+0.3% +$6.18K 1.48% 20
2016
Q2 		$2.27M Buy
75,980
+1,130
+2% +$33.1K 1.42% 22
2016
Q1 		$2.16M Sell
74,850
-16,485
-18% -$440K 1.57% 20
2015
Q4 		$2.54M Sell
91,335
-3,055
-3% -$87.3K 1.8% 14
2015
Q3 		$2.58M Buy
94,390
+1,620
+2% +$47.1K 1.66% 12
2015
Q2 		$2.78M Buy
92,770
+3,155
+4% +$96.2K 2% 9
2015
Q1 		$2.72M Buy
89,615
+2,025
+2% +$59.9K 1.94% 9
2014
Q4 		$2.54K Buy
87,590
+655
+0.8% +$18.4K 1.52% 14
2014
Q3 		$2.38M Sell
86,935
-960
-1% -$27.1K 1.79% 11
2014
Q2 		$2.52K Sell
87,895
-4,060
-4% -$112K 1.43% 17
2014
Q1 		$2.53M Sell
91,955
-650
-0.7% -$17.5K 1.8% 13
2013
Q4 		$2.48K Buy
92,605
+1,355
+1% +$35K 0.12% 14
2013
Q3 		$2.27M Buy
91,250
+2,260
+3% +$55.2K 1.76% 12
2013
Q2 		$2.06K Buy
+88,990
New +$2.07M 0.16% 16

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IJH Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, selling an estimated $81.5K and leaving 76,911 shares worth $5.93M. The position accounts for 1.13% of the portfolio, ranked #23.

Newman Dignan & Sheerar Inc first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 857 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 76,911 shares of iShares Core S&P Mid-Cap ETF worth $5.93M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 1,111 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $81.5K.
  • iShares Core S&P Mid-Cap ETF made up 1.13% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #23 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.