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

Oak Asset 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	$809K	Buy	10,490 +75	+0.7%	+$5.5K	0.26%	64
2026 Q1	$703K	Sell	10,415 -33	-0.3%	-$2.29K	0.24%	71
2025 Q4	$690K	Buy	10,448 +143	+1%	+$9.37K	0.24%	71
2025 Q3	$673K	Hold	10,305	–	–	0.23%	70
2025 Q2	$639K	Buy	10,305 +65	+0.6%	+$3.82K	0.23%	71
2025 Q1	$598K	Sell	10,240 -20	-0.2%	-$1.24K	0.22%	72
2024 Q4	$639K	Buy	10,260 +25	+0.2%	+$1.6K	0.24%	71
2024 Q3	$638K	Sell	10,235 -630	-6%	-$38K	0.23%	70
2024 Q2	$636K	Sell	10,865 -250	-2%	-$14.7K	0.23%	69
2024 Q1	$675K	Hold	11,115	–	–	0.25%	66
2023 Q4	$616K	Sell	11,115 -100	-0.9%	-$5.07K	0.25%	66
2023 Q3	$559K	Buy	11,215 +75	+0.7%	+$3.93K	0.24%	67
2023 Q2	$583K	Hold	11,140	–	–	0.24%	67
2023 Q1	$557K	Sell	11,140 -25	-0.2%	-$1.27K	0.24%	66
2022 Q4	$540K	Sell	11,165 -165	-1%	-$7.97K	0.24%	68
2022 Q3	$497K	Sell	11,330 -3,410	-23%	-$165K	0.24%	68
2022 Q2	$667K	Buy	14,740 +2,535	+21%	+$125K	0.32%	42
2022 Q1	$655K	Sell	12,205 -200	-2%	-$10.6K	0.26%	66
2021 Q4	$702K	Buy	12,405 +350	+3%	+$19.5K	0.27%	66
2021 Q3	$662K	Sell	12,055 -2,015	-14%	-$108K	0.28%	65
2021 Q2	$756K	Buy	+14,070	New	+$760K	0.32%	64
2021 Q1	–	Sell	-14,700	Closed	-$676K	–	70
2020 Q4	$676K	Buy	14,700 +25	+0.2%	+$1.05K	0.33%	62
2020 Q3	$586K	Buy	14,675 +475	+3%	+$17.8K	0.31%	65
2020 Q2	$505K	Sell	14,200 -1,950	-12%	-$64.8K	0.3%	65
2020 Q1	$465K	Sell	16,150 -470	-3%	-$17.5K	0.34%	62
2019 Q4	$684K	Buy	16,620 +25	+0.2%	+$991	0.38%	58
2019 Q3	$641K	Buy	16,595 +620	+4%	+$23.8K	0.39%	58
2019 Q2	$618K	Buy	15,975 +3,830	+32%	+$147K	0.38%	59
2019 Q1	$460K	Buy	12,145 +4,450	+58%	+$164K	0.3%	65
2018 Q4	$256K	Sell	7,695 -255	-3%	-$9.3K	0.19%	73
2018 Q3	$320K	Buy	7,950 +105	+1%	+$4.22K	0.19%	80
2018 Q2	$306K	Buy	7,845 +645	+9%	+$24.9K	0.21%	79
2018 Q1	$270K	Buy	7,200 +1,900	+36%	+$72.7K	0.21%	78
2017 Q4	$201K	Buy	+5,300	New	+$196K	0.15%	87

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Oak Asset Management's IJH Position: Q2 2026 in Review

Oak Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.72% in Q2 2026, buying an estimated $5.5K and bringing the position to 10,490 shares worth $809K. The position accounts for 0.26% of the portfolio, ranked #64.

Oak Asset Management first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Oak Asset Management held 10,490 shares of iShares Core S&P Mid-Cap ETF worth $809K as of Q2 2026.
Oak Asset Management bought 75 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.5K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Oak Asset Management's portfolio in Q2 2026, its #64 holding.
Oak Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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