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Occidental Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Occidental Asset Management’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 		$927K Hold
13,729
– – 0.11% 119
2025
Q4 		$906K Sell
13,729
-644
-4% -$42.2K 0.11% 117
2025
Q3 		$938K Buy
14,373
+169
+1% +$10.9K 0.12% 113
2025
Q2 		$881K Buy
14,204
+3
+0% +$176 0.12% 112
2025
Q1 		$829K Buy
14,201
+7,314
+106% +$454K 0.13% 113
2024
Q4 		$429K Buy
6,887
+5
+0.1% +$321 0.07% 143
2024
Q3 		$429K Sell
6,882
-66
-0.9% -$3.98K 0.07% 149
2024
Q2 		$407K Sell
6,948
-189
-3% -$11.1K 0.07% 143
2024
Q1 		$434K Sell
7,137
-633
-8% -$35.8K 0.08% 139
2023
Q4 		$431K Buy
7,770
+170
+2% +$8.62K 0.09% 145
2023
Q3 		$379K Sell
7,600
-515
-6% -$27K 0.09% 148
2023
Q2 		$424K Sell
8,115
-8,670
-52% -$431K 0.1% 157
2023
Q1 		$840K Sell
16,785
-910
-5% -$46.4K 0.21% 113
2022
Q4 		$856K Sell
17,695
-590
-3% -$28.5K 0.23% 108
2022
Q3 		$802K Buy
18,285
+1,165
+7% +$56.3K 0.24% 104
2022
Q2 		$775K Sell
17,120
-160
-0.9% -$7.9K 0.23% 106
2022
Q1 		$927K Buy
17,280
+515
+3% +$27.4K 0.24% 100
2021
Q4 		$949K Sell
16,765
-1,280
-7% -$71.3K 0.23% 109
2021
Q3 		$949K Sell
18,045
-550
-3% -$29.6K 0.25% 106
2021
Q2 		$999K Sell
18,595
-305
-2% -$16.5K 0.27% 100
2021
Q1 		$984K Sell
18,900
-75
-0.4% -$3.75K 0.29% 93
2020
Q4 		$872K Buy
+18,975
New +$799K 0.29% 98

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

Occidental Asset Management's IJH Position: Q1 2026 in Review

Occidental Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 13,729 shares worth $927K. The position accounts for 0.11% of the portfolio, ranked #119.

Occidental Asset Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $999K in Q2 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Occidental Asset Management held 13,729 shares of iShares Core S&P Mid-Cap ETF worth $927K as of Q1 2026.
  • Occidental Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Occidental Asset Management's portfolio in Q1 2026, its #119 holding.
  • Occidental Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Occidental Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $999K in Q2 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.