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

Oarsman 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
Q1 		$772K Sell
11,438
-1,434
-11% -$99.5K 0.1% 110
2025
Q4 		$850K Sell
12,872
-956
-7% -$62.6K 0.11% 101
2025
Q3 		$902K Sell
13,828
-3,911
-22% -$251K 0.13% 97
2025
Q2 		$1.1M Sell
17,739
-3,895
-18% -$229K 0.17% 89
2025
Q1 		$1.26M Sell
21,634
-626
-3% -$38.9K 0.23% 85
2024
Q4 		$1.39M Sell
22,260
-1,625
-7% -$104K 0.24% 81
2024
Q3 		$1.49M Sell
23,885
-298
-1% -$18K 0.27% 75
2024
Q2 		$1.42M Buy
24,183
+148
+0.6% +$8.7K 0.31% 70
2024
Q1 		$1.46M Buy
24,035
+2,180
+10% +$123K 0.35% 66
2023
Q4 		$1.21M Buy
21,855
+4,115
+23% +$209K 0.32% 72
2023
Q3 		$885K Buy
17,740
+880
+5% +$46.1K 0.37% 72
2023
Q2 		$882K Sell
16,860
-10,650
-39% -$529K 0.39% 71
2023
Q1 		$1.38M Sell
27,510
-175
-0.6% -$8.92K 0.64% 41
2022
Q4 		$1.34M Buy
27,685
+1,705
+7% +$82.4K 0.68% 42
2022
Q3 		$1.14M Buy
25,980
+1,090
+4% +$52.7K 0.61% 48
2022
Q2 		$1.13M Buy
24,890
+970
+4% +$47.9K 0.56% 56
2022
Q1 		$1.28M Buy
23,920
+460
+2% +$24.5K 0.5% 59
2021
Q4 		$1.33M Buy
23,460
+145
+0.6% +$8.07K 0.52% 60
2021
Q3 		$1.23M Buy
23,315
+200
+0.9% +$10.8K 0.5% 66
2021
Q2 		$1.24M Buy
23,115
+150
+0.7% +$8.1K 0.49% 71
2021
Q1 		$1.2M Buy
22,965
+2,205
+11% +$110K 0.52% 67
2020
Q4 		$954K Buy
+20,760
New +$875K 0.37% 75

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Oarsman Capital's IJH Position: Q1 2026 in Review

Oarsman Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, selling an estimated $99.5K and leaving 11,438 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #110.

Oarsman Capital first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Oarsman Capital held 11,438 shares of iShares Core S&P Mid-Cap ETF worth $772K as of Q1 2026.
  • Oarsman Capital sold 1,434 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $99.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Oarsman Capital's portfolio in Q1 2026, its #110 holding.
  • Oarsman Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Oarsman Capital's iShares Core S&P Mid-Cap ETF position peaked at $1.49M in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.