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

Omega Financial Group’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	$15.8M	Buy	204,398 +3,887	+2%	+$285K	4.8%	6
2026 Q1	$13.5M	Buy	200,511 +5,428	+3%	+$377K	4.4%	6
2025 Q4	$12.9M	Buy	195,083 +3,773	+2%	+$247K	4.24%	6
2025 Q3	$12.5M	Buy	191,310 +7,028	+4%	+$452K	4.13%	6
2025 Q2	$11.4M	Buy	184,282 +5,047	+3%	+$296K	4.07%	6
2025 Q1	$10.5M	Buy	179,235 +2,422	+1%	+$150K	4.01%	6
2024 Q4	$11M	Buy	176,813 +3,128	+2%	+$201K	4.17%	7
2024 Q3	$10.8M	Buy	173,685 +12,447	+8%	+$751K	4.1%	7
2024 Q2	$9.44M	Buy	161,238 +5,372	+3%	+$316K	3.82%	7
2024 Q1	$9.47M	Buy	155,866 +3,731	+2%	+$211K	3.87%	7
2023 Q4	$8.43M	Buy	152,135 +8,595	+6%	+$436K	3.61%	8
2023 Q3	$7.16M	Sell	143,540 -1,490	-1%	-$78.1K	3.5%	8
2023 Q2	$7.58M	Sell	145,030 -7,870	-5%	-$391K	3.47%	8
2023 Q1	$7.65M	Buy	152,900 +16,315	+12%	+$831K	3.53%	8
2022 Q4	$6.66M	Sell	136,585 -17,220	-11%	-$832K	3.44%	8
2022 Q3	$6.75M	Buy	153,805 +13,705	+10%	+$663K	3.49%	9
2022 Q2	$6.34M	Sell	140,100 -6,705	-5%	-$331K	3.06%	12
2022 Q1	$7.88M	Buy	146,805 +16,670	+13%	+$888K	3.41%	10
2021 Q4	$7.37M	Buy	130,135 +12,250	+10%	+$682K	3.27%	11
2021 Q3	$6.2M	Buy	117,885 +19,965	+20%	+$1.07M	2.96%	14
2021 Q2	$5.26M	Buy	97,920 +6,625	+7%	+$358K	2.54%	15
2021 Q1	$4.75M	Sell	91,295 -7,195	-7%	-$359K	2.42%	15
2020 Q4	$4.53M	Sell	98,490 -1,120	-1%	-$47.2K	2.45%	15
2020 Q3	$3.69M	Buy	99,610 +1,035	+1%	+$38.7K	2.25%	16
2020 Q2	$3.51M	Buy	98,575 +2,000	+2%	+$66.4K	2.26%	17
2020 Q1	$2.78M	Buy	96,575 +61,725	+177%	+$2.29M	2.11%	19
2019 Q4	$1.44M	Buy	34,850 +320	+0.9%	+$12.7K	0.94%	30
2019 Q3	$1.33M	Buy	34,530 +1,630	+5%	+$62.6K	0.94%	30
2019 Q2	$1.28M	Buy	32,900 +190	+0.6%	+$7.28K	0.94%	29
2019 Q1	$1.24M	Buy	32,710 +7,185	+28%	+$265K	0.91%	30
2018 Q4	$848K	Buy	+25,525	New	+$931K	0.75%	36

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Omega Financial Group's IJH Position: Q2 2026 in Review

Omega Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, buying an estimated $285K and bringing the position to 204,398 shares worth $15.8M. The position accounts for 4.8% of the portfolio, ranked #6.

Omega Financial Group first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Omega Financial Group held 204,398 shares of iShares Core S&P Mid-Cap ETF worth $15.8M as of Q2 2026.
Omega Financial Group bought 3,887 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $285K.
iShares Core S&P Mid-Cap ETF made up 4.8% of Omega Financial Group's portfolio in Q2 2026, its #6 holding.
Omega Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.