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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Oak Harbor Wealth Partners's IJH Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.84% in Q1 2026, buying an estimated $18K and bringing the position to 31,030 shares worth $2.1M. The position accounts for 0.49% of the portfolio, ranked #49.

Oak Harbor Wealth Partners first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.8M in Q2 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Oak Harbor Wealth Partners held 31,030 shares of iShares Core S&P Mid-Cap ETF worth $2.1M as of Q1 2026.
Oak Harbor Wealth Partners bought 259 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $18K.
iShares Core S&P Mid-Cap ETF made up 0.49% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #49 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 18 quarters since.
Oak Harbor Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q2 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.