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

Live Oak Private Wealth’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
Q1 		$500K Buy
7,399
+39
+0.5% +$2.71K 0.07% 135
2025
Q4 		$486K Buy
7,360
+5
+0.1% +$328 0.07% 133
2025
Q3 		$480K Buy
7,355
+5
+0.1% +$321 0.07% 132
2025
Q2 		$456K Sell
7,350
-5
-0.1% -$294 0.07% 133
2025
Q1 		$429K Buy
7,355
+9
+0.1% +$559 0.07% 132
2024
Q4 		$458K Sell
7,346
-80
-1% -$5.13K 0.08% 128
2024
Q3 		$463K Buy
7,426
+531
+8% +$32K 0.08% 122
2024
Q2 		$403K Buy
6,895
+358
+5% +$21K 0.07% 125
2024
Q1 		$397K Buy
6,537
+512
+8% +$29K 0.07% 121
2023
Q4 		$334K Buy
6,025
+45
+0.8% +$2.28K 0.06% 124
2023
Q3 		$298K Buy
5,980
+320
+6% +$16.8K 0.06% 122
2023
Q2 		$296K Buy
5,660
+170
+3% +$8.45K 0.06% 126
2023
Q1 		$275K Sell
5,490
-850
-13% -$43.3K 0.06% 132
2022
Q4 		$307K Buy
6,340
+100
+2% +$4.83K 0.06% 132
2022
Q3 		$274K Sell
6,240
-255
-4% -$12.3K 0.06% 140
2022
Q2 		$294K Sell
6,495
-730
-10% -$36K 0.06% 139
2022
Q1 		$388K Buy
7,225
+65
+0.9% +$3.46K 0.08% 130
2021
Q4 		$405K Buy
7,160
+55
+0.8% +$3.06K 0.08% 136
2021
Q3 		$374K Buy
7,105
+130
+2% +$6.99K 0.08% 137
2021
Q2 		$375K Buy
+6,975
New +$377K 0.08% 127

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Live Oak Private Wealth's IJH Position: Q1 2026 in Review

Live Oak Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.53% in Q1 2026, buying an estimated $2.71K and bringing the position to 7,399 shares worth $500K. The position accounts for 0.07% of the portfolio, ranked #135.

Live Oak Private Wealth first reported a position in IJH in Q2 2021 and has held it in 20 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Live Oak Private Wealth held 7,399 shares of iShares Core S&P Mid-Cap ETF worth $500K as of Q1 2026.
  • Live Oak Private Wealth bought 39 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.71K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Live Oak Private Wealth's portfolio in Q1 2026, its #135 holding.
  • Live Oak Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.