Occidental Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Occidental Asset Management's IJH Position: Q2 2026 in Review
Occidental Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, buying an estimated $144K and bringing the position to 15,688 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #117.
Occidental Asset Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Occidental Asset Management held 15,688 shares of iShares Core S&P Mid-Cap ETF worth $1.21M as of Q2 2026.
- Occidental Asset Management bought 1,959 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $144K.
- iShares Core S&P Mid-Cap ETF made up 0.12% of Occidental Asset Management's portfolio in Q2 2026, its #117 holding.
- Occidental Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
- 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.