Oakworth Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Oakworth Capital’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	$3.7M	Buy	48,178 +546	+1%	+$40.1K	0.18%	46
2026 Q1	$3.22M	Hold	47,632	–	–	0.17%	44
2025 Q4	$3.14M	Sell	47,632 -336	-0.7%	-$22K	0.17%	41
2025 Q3	$3.13M	Buy	47,968 +11	+0%	+$707	0.18%	41
2025 Q2	$2.97M	Sell	47,957 -1,227	-2%	-$72K	0.19%	39
2025 Q1	$2.87M	Buy	49,184 +256	+0.5%	+$15.9K	0.2%	42
2024 Q4	$3.05M	Buy	48,928 +16,220	+50%	+$1.04M	0.21%	35
2024 Q3	$2.04M	Sell	32,708 -69	-0.2%	-$4.16K	0.14%	50
2024 Q2	$1.92M	Buy	32,777 +842	+3%	+$49.5K	0.14%	51
2024 Q1	$1.94M	Sell	31,935 -480	-1%	-$27.2K	0.15%	48
2023 Q4	$1.8M	Buy	32,415 +3,345	+12%	+$170K	0.14%	47
2023 Q3	$1.45M	Buy	29,070 +740	+3%	+$38.8K	0.13%	51
2023 Q2	$1.48M	Sell	28,330 -2,100	-7%	-$104K	0.13%	51
2023 Q1	$1.52M	Sell	30,430 -2,195	-7%	-$112K	0.14%	50
2022 Q4	$1.58M	Sell	32,625 -75	-0.2%	-$3.62K	0.15%	40
2022 Q3	$1.43M	Sell	32,700 -55	-0.2%	-$2.66K	0.16%	44
2022 Q2	$1.48M	Sell	32,755 -4,475	-12%	-$221K	0.15%	46
2022 Q1	$2M	Sell	37,230 -50	-0.1%	-$2.66K	0.17%	45
2021 Q4	$2.11M	Sell	37,280 -40	-0.1%	-$2.23K	0.18%	40
2021 Q3	$1.96M	Buy	37,320 +615	+2%	+$33.1K	0.19%	38
2021 Q2	$1.97M	Buy	36,705 +1,480	+4%	+$79.9K	0.2%	36
2021 Q1	$1.83M	Sell	35,225 -40	-0.1%	-$2K	0.21%	37
2020 Q4	$1.62M	Buy	35,265 +1,175	+3%	+$49.5K	0.21%	36
2020 Q3	$1.26M	Hold	34,090	–	–	0.2%	44
2020 Q2	$1.21M	Sell	34,090 -1,090	-3%	-$36.2K	0.22%	42
2020 Q1	$1.01M	Sell	35,180 -505	-1%	-$18.8K	0.24%	43
2019 Q4	$1.46M	Buy	35,685 +165	+0.5%	+$6.54K	0.26%	36
2019 Q3	$1.37M	Buy	35,520 +215	+0.6%	+$8.26K	0.27%	37
2019 Q2	$1.37M	Sell	35,305 -105	-0.3%	-$4.02K	0.26%	40
2019 Q1	$1.34M	Hold	35,410	–	–	0.27%	38
2018 Q4	$1.18M	Buy	35,410 +1,000	+3%	+$36.5K	0.27%	38
2018 Q3	$1.39M	Buy	34,410 +14,845	+76%	+$597K	0.28%	38
2018 Q2	$762K	Buy	19,565 +380	+2%	+$14.7K	0.16%	57
2018 Q1	$717K	Sell	19,185 -275	-1%	-$10.5K	0.17%	54
2017 Q4	$739K	Buy	19,460 +6,695	+52%	+$248K	0.17%	60
2017 Q3	$441K	Hold	12,765	–	–	0.11%	91
2017 Q2	$444K	Sell	12,765 -1,150	-8%	-$39.7K	0.12%	92
2017 Q1	$476K	Buy	13,915 +190	+1%	+$6.47K	0.14%	82
2016 Q4	$446K	Hold	13,725	–	–	0.15%	85
2016 Q3	$425K	Buy	13,725 +1,095	+9%	+$33.8K	0.15%	83
2016 Q2	$377K	Sell	12,630 -700	-5%	-$20.5K	0.14%	85
2016 Q1	$384K	Buy	13,330 +5,740	+76%	+$153K	0.15%	80
2015 Q4	$211K	Buy	+7,590	New	+$217K	0.09%	118
2014 Q4	–	Sell	-2,700	Closed	-$78K	–	518
2014 Q3	$78K	Buy	+2,700	New	+$76.1K	0.05%	112

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Oakworth Capital's IJH Position: Q2 2026 in Review

Oakworth Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, buying an estimated $40.1K and bringing the position to 48,178 shares worth $3.7M. The position accounts for 0.18% of the portfolio, ranked #46.

Oakworth Capital first reported a position in IJH in Q3 2014 and has held it in 44 quarters since. 880 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Oakworth Capital held 48,178 shares of iShares Core S&P Mid-Cap ETF worth $3.7M as of Q2 2026.
Oakworth Capital bought 546 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $40.1K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Oakworth Capital's portfolio in Q2 2026, its #46 holding.
Oakworth Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 44 quarters since.
880 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.