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One Wealth Management Investment & Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

One Wealth Management Investment & Advisory 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
2026
Q2 		$471K Sell
6,114
-143
-2% -$10.5K 0.49% 26
2026
Q1 		$423K Sell
6,257
-255
-4% -$17.7K 0.51% 31
2025
Q4 		$430K Sell
6,512
-30
-0.5% -$1.97K 0.47% 37
2025
Q3 		$427K Sell
6,542
-16
-0.2% -$1.03K 0.5% 32
2025
Q2 		$407K Sell
6,558
-15
-0.2% -$881 0.52% 32
2025
Q1 		$384K Sell
6,573
-226
-3% -$14K 0.64% 30
2024
Q4 		$424K Sell
6,799
-34
-0.5% -$2.18K 0.67% 26
2024
Q3 		$426K Buy
6,833
+146
+2% +$8.8K 0.75% 23
2024
Q2 		$391K Sell
6,687
-123
-2% -$7.23K 0.16% 73
2024
Q1 		$414K Sell
6,810
-1,010
-13% -$57.2K 0.17% 71
2023
Q4 		$433K Buy
+7,820
New +$397K 0.19% 79

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IJH Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, selling an estimated $10.5K and leaving 6,114 shares worth $471K. The position accounts for 0.49% of the portfolio, ranked #26.

One Wealth Management Investment & Advisory Services first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 6,114 shares of iShares Core S&P Mid-Cap ETF worth $471K as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 143 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.49% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #26 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.