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

Wealth Dimensions 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
Q2 		$1.12M Buy
14,558
+770
+6% +$56.5K 0.2% 63
2026
Q1 		$931K Buy
13,788
+107
+0.8% +$7.42K 0.18% 67
2025
Q4 		$903K Sell
13,681
-48
-0.3% -$3.14K 0.18% 68
2025
Q3 		$896K Sell
13,729
-1,068
-7% -$68.6K 0.18% 70
2025
Q2 		$918K Buy
14,797
+405
+3% +$23.8K 0.2% 67
2025
Q1 		$840K Buy
14,392
+1
+0% +$62 0.2% 64
2024
Q4 		$897K Buy
14,391
+1,913
+15% +$123K 0.22% 60
2024
Q3 		$778K Sell
12,478
-13
-0.1% -$784 0.2% 64
2024
Q2 		$731K Buy
12,491
+1
+0% +$59 0.21% 60
2024
Q1 		$759K Sell
12,490
-60
-0.5% -$3.4K 0.22% 55
2023
Q4 		$696K Sell
12,550
-490
-4% -$24.9K 0.22% 56
2023
Q3 		$650K Buy
13,040
+400
+3% +$21K 0.24% 56
2023
Q2 		$661K Sell
12,640
-230
-2% -$11.4K 0.24% 56
2023
Q1 		$644K Buy
12,870
+120
+0.9% +$6.11K 0.25% 56
2022
Q4 		$617K Sell
12,750
-85
-0.7% -$4.11K 0.25% 51
2022
Q3 		$563K Buy
12,835
+285
+2% +$13.8K 0.28% 50
2022
Q2 		$568K Sell
12,550
-1,710
-12% -$84.4K 0.27% 55
2022
Q1 		$765K Sell
14,260
-110
-0.8% -$5.86K 0.35% 49
2021
Q4 		$814K Sell
14,370
-30
-0.2% -$1.67K 0.4% 44
2021
Q3 		$758K Buy
14,400
+2,565
+22% +$138K 0.48% 42
2021
Q2 		$636K Buy
11,835
+325
+3% +$17.5K 0.43% 45
2021
Q1 		$599K Buy
11,510
+5,335
+86% +$266K 0.47% 43
2020
Q4 		$284K Buy
+6,175
New +$260K 0.25% 82

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Dimensions Group's IJH Position: Q2 2026 in Review

Wealth Dimensions Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.6% in Q2 2026, buying an estimated $56.5K and bringing the position to 14,558 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #63.

Wealth Dimensions Group first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Wealth Dimensions Group held 14,558 shares of iShares Core S&P Mid-Cap ETF worth $1.12M as of Q2 2026.
  • Wealth Dimensions Group bought 770 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $56.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Wealth Dimensions Group's portfolio in Q2 2026, its #63 holding.
  • Wealth Dimensions Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.