Koss-Olinger Consulting’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Koss-Olinger Consulting’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	$775K	Sell	10,048 -160	-2%	-$11.7K	0.06%	70
2026 Q1	$689K	Buy	10,208 +1,037	+11%	+$71.9K	0.06%	125
2025 Q4	$605K	Sell	9,171 -1,846	-17%	-$121K	0.05%	142
2025 Q3	$683K	Sell	11,017 -25	-0.2%	-$1.61K	0.06%	159
2025 Q2	$685K	Sell	11,042 -2,216	-17%	-$130K	0.06%	159
2025 Q1	$774K	Buy	+13,258	New	+$823K	0.07%	141

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Koss-Olinger Consulting's IJH Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $11.7K and leaving 10,048 shares worth $775K. The position accounts for 0.06% of the portfolio, ranked #70.

Koss-Olinger Consulting first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Koss-Olinger Consulting held 10,048 shares of iShares Core S&P Mid-Cap ETF worth $775K as of Q2 2026.
Koss-Olinger Consulting sold 160 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.7K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Koss-Olinger Consulting's portfolio in Q2 2026, its #70 holding.
Koss-Olinger Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.