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 Q2	$1.14M	Sell	14,794 -551	-4%	-$40.4K	0.05%	208
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	0.03%	298
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 $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 22.9% 1-Year Est. Return

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

OneAscent Financial Services's IJH Position: Q2 2026 in Review

OneAscent Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, selling an estimated $40.4K and leaving 14,794 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #208.

OneAscent Financial Services first reported a position in IJH in Q4 2023 and has held it in 8 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

OneAscent Financial Services held 14,794 shares of iShares Core S&P Mid-Cap ETF worth $1.14M as of Q2 2026.
OneAscent Financial Services sold 551 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $40.4K.
iShares Core S&P Mid-Cap ETF made up 0.05% of OneAscent Financial Services's portfolio in Q2 2026, its #208 holding.
OneAscent Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.