O'Keefe Stevens Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
O'Keefe Stevens Advisory's IJH Position: Q3 2026 in Review
O'Keefe Stevens Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.5% in Q3 2026, selling an estimated $4.3K and leaving 11,375 shares worth $818K. The position accounts for 0.17% of the portfolio, ranked #49.
O'Keefe Stevens Advisory first reported a position in IJH in Q1 2026 and has held it in 3 quarters since. The position peaked at $882K in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.
- O'Keefe Stevens Advisory held 11,375 shares of iShares Core S&P Mid-Cap ETF worth $818K as of Q3 2026.
- O'Keefe Stevens Advisory sold 57 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $4.3K.
- iShares Core S&P Mid-Cap ETF made up 0.17% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #49 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 3 quarters since.
- O'Keefe Stevens Advisory's iShares Core S&P Mid-Cap ETF position peaked at $882K in Q2 2026.
- 2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.
Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.