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

OneAscent Financial 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 Q1	$1.04M	Buy	15,345 +4,974	+48%	+$345K	0.06%	211
2025 Q4	$684K	Buy	10,371 +2,379	+30%	+$156K	0.06%	201
2025 Q3	$522K	Sell	7,992 -315	-4%	-$20.2K	0.06%	224
2025 Q2	$515K	Sell	8,307 -6,163	-43%	-$362K	0.04%	306
2025 Q1	$844K	Buy	14,470 +6,887	+91%	+$428K	0.06%	228
2024 Q4	$473K	Buy	+7,583	New	+$486K	0.04%	263
2024 Q1	–	Sell	-4,765	Closed	-$264K	–	396
2023 Q4	$264K	Buy	+4,765	New	+$242K	0.03%	289

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 Financial Services's IJH Position: Q1 2026 in Review

OneAscent Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 48% in Q1 2026, buying an estimated $345K and bringing the position to 15,345 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #211.

OneAscent Financial Services first reported a position in IJH in Q4 2023 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

OneAscent Financial Services held 15,345 shares of iShares Core S&P Mid-Cap ETF worth $1.04M as of Q1 2026.
OneAscent Financial Services bought 4,974 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $345K.
iShares Core S&P Mid-Cap ETF made up 0.06% of OneAscent Financial Services's portfolio in Q1 2026, its #211 holding.
OneAscent Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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