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

Oakwell Private Wealth 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 Q1	$581K	Sell	8,608 -2,176	-20%	-$151K	0.1%	52
2025 Q4	$712K	Sell	10,784 -236	-2%	-$15.5K	0.13%	52
2025 Q3	$719K	Hold	11,020	–	–	0.14%	50
2025 Q2	$683K	Sell	11,020 -1,090	-9%	-$64K	0.16%	47
2025 Q1	$707K	Buy	12,110 +559	+5%	+$34.7K	0.2%	39
2024 Q4	$720K	Hold	11,551	–	–	0.2%	40
2024 Q3	$720K	Hold	11,551	–	–	0.21%	40
2024 Q2	$676K	Hold	11,551	–	–	0.19%	41
2024 Q1	$702K	Sell	11,551 -24	-0.2%	-$1.36K	0.21%	38
2023 Q4	$642K	Buy	11,575 +45	+0.4%	+$2.28K	0.22%	38
2023 Q3	$575K	Hold	11,530	–	–	0.24%	36
2023 Q2	$603K	Hold	11,530	–	–	0.25%	36
2023 Q1	$577K	Hold	11,530	–	–	0.26%	37
2022 Q4	$558K	Hold	11,530	–	–	0.27%	36
2022 Q3	$506K	Hold	11,530	–	–	0.28%	36
2022 Q2	$522K	Sell	11,530 -4,010	-26%	-$198K	0.3%	39
2022 Q1	$834K	Hold	15,540	–	–	0.42%	29
2021 Q4	$880K	Hold	15,540	–	–	0.44%	28
2021 Q3	$818K	Hold	15,540	–	–	0.44%	27
2021 Q2	$835K	Sell	15,540 -110	-0.7%	-$5.94K	0.54%	31
2021 Q1	$815K	Buy	15,650 +800	+5%	+$40K	0.58%	30
2020 Q4	$683K	Buy	+14,850	New	+$626K	0.54%	30

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

Oakwell Private Wealth Management's IJH Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q1 2026, selling an estimated $151K and leaving 8,608 shares worth $581K. The position accounts for 0.1% of the portfolio, ranked #52.

Oakwell Private Wealth Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $880K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Oakwell Private Wealth Management held 8,608 shares of iShares Core S&P Mid-Cap ETF worth $581K as of Q1 2026.
Oakwell Private Wealth Management sold 2,176 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $151K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #52 holding.
Oakwell Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Oakwell Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $880K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.