OneAscent Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

OneAscent Family Office’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 Q1	–	Sell	-9,226	Closed	-$609K	–	197
2025 Q4	$609K	Buy	9,226 +36	+0.4%	+$2.36K	0.41%	59
2025 Q3	$600K	Buy	9,190 +645	+8%	+$41.5K	0.49%	53
2025 Q2	$530K	Sell	8,545 -8,333	-49%	-$489K	0.5%	48
2025 Q1	$990K	Buy	+16,878	New	+$1.05M	0.92%	23

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OneAscent Family Office's IJH Position: Q1 2026 in Review

OneAscent Family Office sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 9,226 shares — an estimated $609K sold.

OneAscent Family Office first reported a position in IJH in Q1 2025 and held it in 4 quarters. The position peaked at $990K in Q1 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

OneAscent Family Office reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
OneAscent Family Office sold 9,226 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $609K.
OneAscent Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and held it in 4 quarters.
OneAscent Family Office's iShares Core S&P Mid-Cap ETF position peaked at $990K in Q1 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.