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

Octavia Wealth Advisors’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	$1.77M	Buy	22,978 +320	+1%	+$23.5K	0.15%	50
2026 Q1	$1.53M	Sell	22,658 -625	-3%	-$43.4K	0.15%	55
2025 Q4	$1.54M	Buy	23,283 +63	+0.3%	+$4.13K	0.15%	61
2025 Q3	$1.52M	Sell	23,220 -707	-3%	-$45.4K	0.15%	59
2025 Q2	$1.48M	Sell	23,927 -501	-2%	-$29.4K	0.17%	55
2025 Q1	$1.43M	Buy	24,428 +416	+2%	+$25.8K	0.17%	59
2024 Q4	$1.5M	Sell	24,012 -15	-0.1%	-$962	0.18%	57
2024 Q3	$1.5M	Hold	24,027	–	–	0.18%	58
2024 Q2	$1.41M	Sell	24,027 -1,233	-5%	-$72.4K	0.19%	59
2024 Q1	$1.53M	Buy	25,260 +1,210	+5%	+$68.5K	0.23%	52
2023 Q4	$1.33M	Sell	24,050 -785	-3%	-$39.8K	0.23%	58
2023 Q3	$1.24M	Buy	24,835 +1,085	+5%	+$56.9K	0.25%	53
2023 Q2	$1.24M	Buy	23,750 +385	+2%	+$19.1K	0.25%	52
2023 Q1	$1.17M	Sell	23,365 -1,715	-7%	-$87.4K	0.26%	52
2022 Q4	$1.21M	Sell	25,080 -595	-2%	-$28.7K	0.3%	53
2022 Q3	$1.13M	Buy	25,675 +665	+3%	+$32.1K	0.3%	54
2022 Q2	$1.13M	Sell	25,010 -1,215	-5%	-$60K	0.3%	59
2022 Q1	$1.41M	Sell	26,225 -1,425	-5%	-$75.9K	0.31%	51
2021 Q4	$1.56M	Sell	27,650 -840	-3%	-$46.8K	0.34%	47
2021 Q3	$1.5M	Buy	28,490 +40	+0.1%	+$2.15K	0.38%	47
2021 Q2	$1.53M	Sell	28,450 -4,050	-12%	-$219K	0.4%	48
2021 Q1	$1.69M	Sell	32,500 -3,030	-9%	-$151K	0.5%	42
2020 Q4	$1.63M	Buy	+35,530	New	+$1.5M	0.53%	41

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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

Octavia Wealth Advisors's IJH Position: Q2 2026 in Review

Octavia Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, buying an estimated $23.5K and bringing the position to 22,978 shares worth $1.77M. The position accounts for 0.15% of the portfolio, ranked #50.

Octavia Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 1,010 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Octavia Wealth Advisors held 22,978 shares of iShares Core S&P Mid-Cap ETF worth $1.77M as of Q2 2026.
Octavia Wealth Advisors bought 320 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $23.5K.
iShares Core S&P Mid-Cap ETF made up 0.15% of Octavia Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Octavia Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.