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Great Oak Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Great Oak Capital Partners’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 		– Sell
-4,686
Closed -$331K – 47
2026
Q1 		$331K Buy
+4,686
New +$325K 0.08% 37

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MRC
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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

Great Oak Capital Partners's IJH Position: Q2 2026 in Review

Great Oak Capital Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 4,686 shares — an estimated $331K sold.

Great Oak Capital Partners first reported a position in IJH in Q1 2026 and held it in 1 quarter. The position peaked at $331K in Q1 2026. 878 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Great Oak Capital Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Great Oak Capital Partners sold 4,686 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $331K.
  • Great Oak Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Great Oak Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $331K in Q1 2026.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.