Ogorek Anthony Joseph’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ogorek Anthony Joseph’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	$71K	Buy	1,055 +2	+0.2%	+$139	0.02%	131
2025 Q4	$69K	Buy	1,053 +5	+0.5%	+$328	0.02%	134
2025 Q3	$68K	Sell	1,048 -12	-1%	-$771	0.02%	137
2025 Q2	$65K	Sell	1,060 -217	-17%	-$12.7K	0.02%	134
2025 Q1	$74K	Buy	1,277 +17	+1%	+$1.06K	0.02%	118
2024 Q4	$78K	Buy	+1,260	New	+$80.8K	0.02%	91
2016 Q1	–	Sell	-435	Closed	-$12K	–	70
2015 Q4	$12K	Buy	435 +10	+2%	+$286	0.01%	53
2015 Q3	$12K	Buy	425 +10	+2%	+$291	0.01%	44
2015 Q2	$12K	Sell	415 -850	-67%	-$25.9K	0.01%	47
2015 Q1	$38K	Buy	1,265 +30	+2%	+$887	0.03%	34
2014 Q4	$36K	Buy	+1,235	New	+$34.7K	0.03%	34

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

Ogorek Anthony Joseph's IJH Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q1 2026, buying an estimated $139 and bringing the position to 1,055 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #131.

Ogorek Anthony Joseph first reported a position in IJH in Q4 2014 and has held it in 11 quarters since. The position peaked at $78K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Ogorek Anthony Joseph held 1,055 shares of iShares Core S&P Mid-Cap ETF worth $71K as of Q1 2026.
Ogorek Anthony Joseph bought 2 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $139.
iShares Core S&P Mid-Cap ETF made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #131 holding.
Ogorek Anthony Joseph first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 11 quarters since.
Ogorek Anthony Joseph's iShares Core S&P Mid-Cap ETF position peaked at $78K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.