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Okabena Investment Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Okabena Investment Services’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 		$5.43M Buy
70,449
+6,218
+10% +$456K 0.97% 27
2026
Q1 		$4.34M Buy
64,231
+15,206
+31% +$1.05M 0.84% 27
2025
Q4 		$3.24M Buy
49,025
+6,404
+15% +$419K 0.62% 32
2025
Q3 		$2.78M Buy
42,621
+31,874
+297% +$2.05M 0.54% 34
2025
Q2 		$667K Buy
10,747
+3,992
+59% +$234K 0.15% 88
2025
Q1 		$394K Hold
6,755
– – 0.1% 108
2024
Q4 		$421K Hold
6,755
– – 0.12% 98
2024
Q3 		$421K Buy
+6,755
New +$407K 0.12% 93
2023
Q4 		– Sell
-15
Closed -$748 – 123
2023
Q3 		$748 Sell
15
-1,080
-99% -$56.6K ﹤0.01% 102
2023
Q2 		$57.3K Buy
1,095
+1,080
+7,200% +$53.7K 0.04% 68
2023
Q1 		$750 Sell
15
-2,005
-99% -$102K ﹤0.01% 198
2022
Q4 		$97.7K Buy
2,020
+2,005
+13,367% +$96.9K 0.06% 89
2022
Q3 		$1K Hold
15
– – ﹤0.01% 165
2022
Q2 		$1K Hold
15
– – ﹤0.01% 166
2022
Q1 		$1K Sell
15
-4,520
-100% -$241K ﹤0.01% 179
2021
Q4 		$257K Hold
4,535
– – 0.1% 98
2021
Q3 		$239K Sell
4,535
-18,800
-81% -$1.01M 0.13% 78
2021
Q2 		$1.25M Buy
23,335
+19,325
+482% +$1.04M 0.59% 51
2021
Q1 		$209K Buy
+4,010
New +$200K 0.11% 58

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Okabena Investment Services's IJH Position: Q2 2026 in Review

Okabena Investment Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.7% in Q2 2026, buying an estimated $456K and bringing the position to 70,449 shares worth $5.43M. The position accounts for 0.97% of the portfolio, ranked #27.

Okabena Investment Services first reported a position in IJH in Q1 2021 and has held it in 19 quarters since. 2,310 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Okabena Investment Services held 70,449 shares of iShares Core S&P Mid-Cap ETF worth $5.43M as of Q2 2026.
  • Okabena Investment Services bought 6,218 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $456K.
  • iShares Core S&P Mid-Cap ETF made up 0.97% of Okabena Investment Services's portfolio in Q2 2026, its #27 holding.
  • Okabena Investment Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • 2,310 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.