O'Keefe Stevens Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

O'Keefe Stevens Advisory’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	$882K	Hold	11,432	–	–	0.18%	48
2026 Q1	$772K	Buy	+11,432	New	+$793K	0.19%	48

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

O'Keefe Stevens Advisory's IJH Position: Q2 2026 in Review

O'Keefe Stevens Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 11,432 shares worth $882K. The position accounts for 0.18% of the portfolio, ranked #48.

O'Keefe Stevens Advisory first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

O'Keefe Stevens Advisory held 11,432 shares of iShares Core S&P Mid-Cap ETF worth $882K as of Q2 2026.
O'Keefe Stevens Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.18% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #48 holding.
O'Keefe Stevens Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.