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 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 $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

Obermeyer Wealth Partners's IJH Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.57% in Q1 2026, selling an estimated $1.94K and leaving 4,849 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #230.

Obermeyer Wealth Partners first reported a position in IJH in Q2 2013 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Obermeyer Wealth Partners held 4,849 shares of iShares Core S&P Mid-Cap ETF worth $327K as of Q1 2026.
Obermeyer Wealth Partners sold 28 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.94K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #230 holding.
Obermeyer Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.