Oak Barrel Wealth Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Oak Barrel Wealth Advisory's IJH Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 7,779 shares worth $600K. The stake represents 0.26% of the portfolio and ranks #47 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IJH as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Oak Barrel Wealth Advisory held 7,779 shares of iShares Core S&P Mid-Cap ETF worth $600K as of Q2 2026.
- iShares Core S&P Mid-Cap ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Core S&P Mid-Cap ETF made up 0.26% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #47 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
- 2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.