Alpha Omega Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Alpha Omega Wealth Management’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	$300K	Sell	3,896 -165	-4%	-$12.1K	0.05%	176
2026 Q1	$274K	Hold	4,061	–	–	0.04%	182
2025 Q4	$268K	Sell	4,061 -123	-3%	-$8.06K	0.04%	185
2025 Q3	$273K	Hold	4,184	–	–	0.05%	181
2025 Q2	$259K	Hold	4,184	–	–	0.05%	185
2025 Q1	$244K	Buy	4,184 +354	+9%	+$22K	0.05%	185
2024 Q4	$239K	Sell	3,830 -595	-13%	-$38.2K	0.05%	188
2024 Q3	$276K	Hold	4,425	–	–	0.05%	183
2024 Q2	$259K	Hold	4,425	–	–	0.05%	182
2024 Q1	$269K	Sell	4,425 -140	-3%	-$7.93K	0.05%	181
2023 Q4	$253K	Sell	4,565 -15	-0.3%	-$761	0.04%	185
2023 Q3	$228K	Hold	4,580	–	–	0.04%	187
2023 Q2	$240K	Buy	4,580 +50	+1%	+$2.48K	0.04%	190
2023 Q1	$227K	Buy	+4,530	New	+$231K	0.04%	193
2019 Q3	–	Sell	-875	Closed	-$34K	–	377
2019 Q2	$34K	Hold	875	–	–	0.01%	292
2019 Q1	$33K	Hold	875	–	–	0.01%	291
2018 Q4	$29K	Hold	875	–	–	0.01%	259
2018 Q3	$35K	Sell	875 -50	-5%	-$2.01K	0.02%	255
2018 Q2	$36K	Hold	925	–	–	0.02%	253
2018 Q1	$35K	Buy	925 +50	+6%	+$1.91K	0.02%	237
2017 Q4	$33K	Hold	875	–	–	0.02%	249
2017 Q3	$31K	Hold	875	–	–	0.02%	258
2017 Q2	$30K	Sell	875 -185	-17%	-$6.39K	0.02%	259
2017 Q1	$36K	Hold	1,060	–	–	0.02%	248
2016 Q4	$35K	Buy	+1,060	New	+$33.6K	0.02%	249
2016 Q3	–	Sell	-500	Closed	-$15K	–	220
2016 Q2	$15K	Hold	500	–	–	0.01%	154
2016 Q1	$14K	Hold	500	–	–	0.01%	152
2015 Q4	$14K	Buy	+500	New	+$14.3K	0.01%	147

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Alpha Omega Wealth Management's IJH Position: Q2 2026 in Review

Alpha Omega Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q2 2026, selling an estimated $12.1K and leaving 3,896 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #176.

Alpha Omega Wealth Management first reported a position in IJH in Q4 2015 and has held it in 28 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Alpha Omega Wealth Management held 3,896 shares of iShares Core S&P Mid-Cap ETF worth $300K as of Q2 2026.
Alpha Omega Wealth Management sold 165 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.1K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #176 holding.
Alpha Omega Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 28 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.