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

Ocean Park 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 Q2	$14.3M	Buy	185,309 +167,259	+927%	+$12.3M	0.69%	28
2026 Q1	$1.22M	Sell	18,050 -2,520	-12%	-$175K	0.07%	45
2025 Q4	$1.36M	Sell	20,570 -720	-3%	-$47.2K	0.06%	70
2025 Q3	$1.39M	Buy	+21,290	New	+$1.37M	0.06%	79
2025 Q1	–	Sell	-22,474	Closed	-$1.4M	–	84
2024 Q4	$1.4M	Buy	22,474 +12,470	+125%	+$800K	0.05%	60
2024 Q3	$623K	Buy	+10,004	New	+$603K	0.03%	62
2023 Q4	–	Sell	-387,110	Closed	-$19.3M	–	76
2023 Q3	$19.3M	Buy	+387,110	New	+$20.3M	0.86%	19

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Ocean Park Asset Management's IJH Position: Q2 2026 in Review

Ocean Park Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 927% in Q2 2026, buying an estimated $12.3M and bringing the position to 185,309 shares worth $14.3M. The position accounts for 0.69% of the portfolio, ranked #28.

Ocean Park Asset Management first reported a position in IJH in Q3 2023 and has held it in 7 quarters since. The position peaked at $19.3M in Q3 2023. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Ocean Park Asset Management held 185,309 shares of iShares Core S&P Mid-Cap ETF worth $14.3M as of Q2 2026.
Ocean Park Asset Management bought 167,259 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.3M.
iShares Core S&P Mid-Cap ETF made up 0.69% of Ocean Park Asset Management's portfolio in Q2 2026, its #28 holding.
Ocean Park Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 7 quarters since.
Ocean Park Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $19.3M in Q3 2023.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.