Obermeyer Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Obermeyer 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 Q2	$374K	Hold	4,849	–	–	0.02%	213
2026 Q1	$327K	Sell	4,849 -28	-0.6%	-$1.94K	0.02%	230
2025 Q4	$322K	Sell	4,877 -50	-1%	-$3.27K	0.01%	230
2025 Q3	$322K	Buy	4,927 +390	+9%	+$25.1K	0.02%	222
2025 Q2	$281K	Buy	4,537 +18	+0.4%	+$1.06K	0.01%	228
2025 Q1	$264K	Buy	+4,519	New	+$281K	0.01%	218
2013 Q3	–	Sell	-1,860	Closed	-$43K	–	165
2013 Q2	$43K	Buy	+1,860	New	+$43.2K	0.01%	139

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Obermeyer Wealth Partners's IJH Position: Q2 2026 in Review

Obermeyer Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,849 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #213.

Obermeyer Wealth Partners first reported a position in IJH in Q2 2013 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Obermeyer Wealth Partners held 4,849 shares of iShares Core S&P Mid-Cap ETF worth $374K as of Q2 2026.
Obermeyer Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #213 holding.
Obermeyer Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.