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

Oak Harbor Wealth Partners’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	$2.67M	Buy	34,677 +3,647	+12%	+$268K	1%	30
2026 Q1	$2.1M	Buy	31,030 +259	+0.8%	+$18K	0.49%	49
2025 Q4	$2.03M	Sell	30,771 -1,346	-4%	-$88.2K	0.49%	50
2025 Q3	$2.1M	Sell	32,117 -56	-0.2%	-$3.6K	0.52%	44
2025 Q2	$2M	Buy	32,173 +1,278	+4%	+$75K	0.54%	44
2025 Q1	$1.8M	Buy	30,895 +1,534	+5%	+$95.3K	0.52%	49
2024 Q4	$1.83M	Buy	29,361 +4,283	+17%	+$275K	0.53%	49
2024 Q3	$1.56M	Buy	25,078 +520	+2%	+$31.4K	0.45%	63
2024 Q2	$1.44M	Sell	24,558 -984	-4%	-$57.8K	0.45%	63
2024 Q1	$1.55M	Sell	25,542 -47,873	-65%	-$2.71M	0.48%	53
2023 Q4	$4.07M	Sell	73,415 -140,760	-66%	-$7.14M	1.37%	18
2023 Q3	$10.7M	Buy	214,175 +7,185	+3%	+$377K	3.78%	3
2023 Q2	$10.8M	Buy	206,990 +5,920	+3%	+$294K	3.7%	4
2023 Q1	$10.1M	Buy	201,070 +53,580	+36%	+$2.73M	3.66%	3
2022 Q4	$7.14M	Buy	147,490 +915	+0.6%	+$44.2K	2.72%	5
2022 Q3	$6.43M	Buy	146,575 +5,175	+4%	+$250K	2.52%	6
2022 Q2	$6.4M	Buy	141,400 +12,700	+10%	+$627K	2.55%	5
2022 Q1	$6.91M	Buy	128,700 +14,370	+13%	+$765K	2.27%	6
2021 Q4	$6.47M	Buy	+114,330	New	+$6.36M	2.22%	5

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

Oak Harbor Wealth Partners's IJH Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, buying an estimated $268K and bringing the position to 34,677 shares worth $2.67M. The position accounts for 1% of the portfolio, ranked #30.

Oak Harbor Wealth Partners first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q2 2023. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Oak Harbor Wealth Partners held 34,677 shares of iShares Core S&P Mid-Cap ETF worth $2.67M as of Q2 2026.
Oak Harbor Wealth Partners bought 3,647 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $268K.
iShares Core S&P Mid-Cap ETF made up 1% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #30 holding.
Oak Harbor Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q2 2023.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.