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

One Wealth Advisors’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	$1.46M	Sell	18,993 -1,149	-6%	-$84.3K	0.16%	85
2026 Q1	$1.36M	Buy	20,142 +615	+3%	+$42.7K	0.17%	80
2025 Q4	$1.35M	Sell	19,527 -5,102	-21%	-$334K	0.16%	81
2025 Q3	$1.61M	Sell	24,629 -386	-2%	-$24.8K	0.2%	76
2025 Q2	$1.55M	Sell	25,015 -1,165	-4%	-$68.4K	0.22%	72
2025 Q1	$1.53M	Sell	26,180 -408	-2%	-$25.3K	0.23%	73
2024 Q4	$1.66M	Sell	26,588 -483	-2%	-$31K	0.25%	64
2024 Q3	$1.69M	Sell	27,071 -557	-2%	-$33.6K	0.26%	56
2024 Q2	$1.62M	Sell	27,628 -2,842	-9%	-$167K	0.35%	44
2024 Q1	$1.85M	Sell	30,470 -580	-2%	-$32.8K	0.32%	51
2023 Q4	$1.72M	Sell	31,050 -32,220	-51%	-$1.63M	0.33%	50
2023 Q3	$3.16M	Buy	63,270 +33,325	+111%	+$1.75M	0.7%	35
2023 Q2	$1.57M	Buy	29,945 +210	+0.7%	+$10.4K	0.33%	49
2023 Q1	$1.49M	Sell	29,735 -4,630	-13%	-$236K	0.34%	49
2022 Q4	$1.66M	Sell	34,365 -4,605	-12%	-$222K	0.38%	47
2022 Q3	$1.71M	Sell	38,970 -16,085	-29%	-$778K	0.56%	31
2022 Q2	$2.49M	Sell	55,055 -59,930	-52%	-$2.96M	0.67%	34
2022 Q1	$6.17M	Sell	114,985 -16,775	-13%	-$893K	1.51%	17
2021 Q4	$7.46M	Sell	131,760 -13,125	-9%	-$731K	1.89%	13
2021 Q3	$7.62M	Sell	144,885 -21,230	-13%	-$1.14M	2.24%	12
2021 Q2	$8.93M	Sell	166,115 -27,645	-14%	-$1.49M	2.83%	11
2021 Q1	$10.1M	Sell	193,760 -53,130	-22%	-$2.65M	3.87%	9
2020 Q4	$11.3M	Sell	246,890 -7,440	-3%	-$313K	6.16%	6
2020 Q3	$9.43M	Buy	254,330 +12,870	+5%	+$481K	6.5%	7
2020 Q2	$8.59M	Buy	241,460 +36,905	+18%	+$1.23M	6.82%	5
2020 Q1	$5.89M	Buy	204,555 +17,675	+9%	+$657K	5.83%	5
2019 Q4	$7.69M	Buy	+186,880	New	+$7.41M	5.68%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

One Wealth Advisors's IJH Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q2 2026, selling an estimated $84.3K and leaving 18,993 shares worth $1.46M. The position accounts for 0.16% of the portfolio, ranked #85.

One Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q4 2020. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

One Wealth Advisors held 18,993 shares of iShares Core S&P Mid-Cap ETF worth $1.46M as of Q2 2026.
One Wealth Advisors sold 1,149 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $84.3K.
iShares Core S&P Mid-Cap ETF made up 0.16% of One Wealth Advisors's portfolio in Q2 2026, its #85 holding.
One Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
One Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $11.3M in Q4 2020.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.