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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
Q2 		$742K Sell
9,618
-1,820
-16% -$134K 0.08% 112
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 $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oarsman Capital's IJH Position: Q2 2026 in Review

Oarsman Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, selling an estimated $134K and leaving 9,618 shares worth $742K. The position accounts for 0.08% of the portfolio, ranked #112.

Oarsman Capital first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Oarsman Capital held 9,618 shares of iShares Core S&P Mid-Cap ETF worth $742K as of Q2 2026.
  • Oarsman Capital sold 1,820 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $134K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Oarsman Capital's portfolio in Q2 2026, its #112 holding.
  • Oarsman Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Oarsman Capital's iShares Core S&P Mid-Cap ETF position peaked at $1.49M in Q3 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.