LOWM
IJH icon

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

Laurel Oak 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 		$2.84M Sell
36,839
-312
-0.8% -$22.9K 0.41% 48
2026
Q1 		$2.51M Sell
37,151
-6,721
-15% -$466K 0.42% 48
2025
Q4 		$2.9M Buy
+43,872
New +$2.87M 0.49% 46

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

Laurel Oak Wealth Management's IJH Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.84% in Q2 2026, selling an estimated $22.9K and leaving 36,839 shares worth $2.84M. The position accounts for 0.41% of the portfolio, ranked #48.

Laurel Oak Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.9M in Q4 2025. 866 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Laurel Oak Wealth Management held 36,839 shares of iShares Core S&P Mid-Cap ETF worth $2.84M as of Q2 2026.
  • Laurel Oak Wealth Management sold 312 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.41% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.9M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.