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Omni 360 Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Omni 360 Wealth’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 		$946K Sell
12,264
-3
-0% -$220 0.44% 51
2026
Q1 		$828K Sell
12,267
-682
-5% -$47.3K 0.43% 53
2025
Q4 		$899K Buy
12,949
+39
+0.3% +$2.56K 0.46% 49
2025
Q3 		$843K Buy
12,910
+162
+1% +$10.4K 0.47% 49
2025
Q2 		$791K Sell
12,748
-206
-2% -$12.1K 0.49% 49
2025
Q1 		$756K Sell
12,954
-13
-0.1% -$807 0.51% 49
2024
Q4 		$808K Buy
12,967
+133
+1% +$8.53K 0.54% 47
2024
Q3 		$800K Buy
12,834
+130
+1% +$7.84K 0.55% 48
2024
Q2 		$743K Sell
12,704
-1,632
-11% -$95.9K 0.56% 47
2024
Q1 		$871K Buy
14,336
+1,441
+11% +$81.6K 0.72% 39
2023
Q4 		$715K Buy
+12,895
New +$654K 0.67% 40

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Omni 360 Wealth's IJH Position: Q2 2026 in Review

Omni 360 Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q2 2026, selling an estimated $220 and leaving 12,264 shares worth $946K. The position accounts for 0.44% of the portfolio, ranked #51.

Omni 360 Wealth first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Omni 360 Wealth held 12,264 shares of iShares Core S&P Mid-Cap ETF worth $946K as of Q2 2026.
  • Omni 360 Wealth sold 3 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $220.
  • iShares Core S&P Mid-Cap ETF made up 0.44% of Omni 360 Wealth's portfolio in Q2 2026, its #51 holding.
  • Omni 360 Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.