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

Oldfather Financial 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
2025
Q4 		$2.17M Buy
32,876
+50
+0.2% +$3.27K 0.65% 24
2025
Q3 		$2.14M Sell
32,826
-108
-0.3% -$6.94K 0.67% 24
2025
Q2 		$2.04M Sell
32,934
-1,144
-3% -$67.2K 0.7% 24
2025
Q1 		$1.99M Buy
34,078
+2,267
+7% +$141K 0.75% 23
2024
Q4 		$1.98M Sell
31,811
-1,274
-4% -$81.7K 0.76% 21
2024
Q3 		$2.06M Buy
33,085
+34
+0.1% +$2.05K 0.79% 20
2024
Q2 		$1.93M Buy
33,051
+32
+0.1% +$1.88K 0.79% 19
2024
Q1 		$2.01M Buy
33,019
+29
+0.1% +$1.64K 0.83% 19
2023
Q4 		$1.83M Sell
32,990
-10
-0% -$507 0.82% 20
2023
Q3 		$1.65M Buy
33,000
+110
+0.3% +$5.76K 0.84% 19
2023
Q2 		$1.72M Buy
32,890
+1,165
+4% +$57.9K 0.84% 19
2023
Q1 		$1.59M Buy
31,725
+25
+0.1% +$1.27K 0.82% 22
2022
Q4 		$1.53M Sell
31,700
-4,275
-12% -$207K 0.87% 21
2022
Q3 		$1.58M Hold
35,975
– – 0.99% 19
2022
Q2 		$1.75M Buy
35,975
+40
+0.1% +$1.98K 1% 19
2022
Q1 		$1.84M Sell
35,935
-605
-2% -$32.2K 1% 20
2021
Q4 		$1.97M Buy
36,540
+2,250
+7% +$125K 1.03% 20
2021
Q3 		$1.99M Buy
34,290
+200
+0.6% +$10.8K 1.02% 19
2021
Q2 		$1.85M Sell
34,090
-505
-1% -$27.3K 1.01% 19
2021
Q1 		$1.83M Buy
34,595
+20
+0.1% +$999 1.06% 19
2020
Q4 		$1.71M Buy
34,575
+160
+0.5% +$6.74K 1.01% 19
2020
Q3 		$1.36M Buy
34,415
+105
+0.3% +$3.92K 0.97% 20
2020
Q2 		$1.28M Sell
34,310
-420
-1% -$13.9K 1% 21
2020
Q1 		$1.11M Buy
34,730
+40
+0.1% +$1.49K 1.06% 19
2019
Q4 		$1.42M Buy
+34,690
New +$1.37M 1.32% 17

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oldfather Financial Services's IJH Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q4 2025, buying an estimated $3.27K and bringing the position to 32,876 shares worth $2.17M. The position accounts for 0.65% of the portfolio, ranked #24.

Oldfather Financial Services first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. 2,634 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Oldfather Financial Services held 32,876 shares of iShares Core S&P Mid-Cap ETF worth $2.17M as of Q4 2025.
  • Oldfather Financial Services bought 50 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $3.27K.
  • iShares Core S&P Mid-Cap ETF made up 0.65% of Oldfather Financial Services's portfolio in Q4 2025, its #24 holding.
  • Oldfather Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,634 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.