OneDigital Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.8M | Buy |
352,566
+33,257
| +10% | +$2.31M | 0.23% | 82 |
|
|
2025
Q4 | $21.1M | Sell |
319,309
-55,924
| -15% | -$3.66M | 0.21% | 101 |
|
|
2025
Q3 | $24.5M | Sell |
375,233
-539
| -0.1% | -$34.6K | 0.25% | 81 |
|
|
2025
Q2 | $23.3M | Sell |
375,772
-14,715
| -4% | -$864K | 0.26% | 82 |
|
|
2025
Q1 | $22.8M | Sell |
390,487
-1,147
| -0.3% | -$71.2K | 0.27% | 77 |
|
|
2024
Q4 | $24.4M | Buy |
391,634
+5,002
| +1% | +$321K | 0.28% | 69 |
|
|
2024
Q3 | $24.1M | Buy |
386,632
+11,727
| +3% | +$707K | 0.28% | 72 |
|
|
2024
Q2 | $21.9M | Sell |
374,905
-8,987
| -2% | -$528K | 0.27% | 69 |
|
|
2024
Q1 | $23.3M | Sell |
383,892
-48,488
| -11% | -$2.75M | 0.37% | 57 |
|
|
2023
Q4 | $24M | Sell |
432,380
-546,330
| -56% | -$27.7M | 0.42% | 53 |
|
|
2023
Q3 | $48.8M | Buy |
978,710
+156,740
| +19% | +$8.21M | 1.06% | 17 |
|
|
2023
Q2 | $43M | Sell |
821,970
-4,955
| -0.6% | -$246K | 0.95% | 25 |
|
|
2023
Q1 | $41.4M | Buy |
826,925
+43,980
| +6% | +$2.24M | 0.97% | 24 |
|
|
2022
Q4 | $37.9M | Sell |
782,945
-8,085
| -1% | -$391K | 1.1% | 19 |
|
|
2022
Q3 | $34.7M | Buy |
791,030
+637,930
| +417% | +$30.8M | 1.29% | 18 |
|
|
2022
Q2 | $6.93M | Buy |
153,100
+4,460
| +3% | +$220K | 0.3% | 50 |
|
|
2022
Q1 | $7.98M | Buy |
148,640
+3,910
| +3% | +$208K | 0.3% | 50 |
|
|
2021
Q4 | $8.2M | Sell |
144,730
-1,910
| -1% | -$106K | 0.29% | 54 |
|
|
2021
Q3 | $7.71M | Buy |
146,640
+5,110
| +4% | +$275K | 0.31% | 51 |
|
|
2021
Q2 | $7.61M | Buy |
141,530
+28,890
| +26% | +$1.56M | 0.31% | 51 |
|
|
2021
Q1 | $5.86M | Sell |
112,640
-1,535
| -1% | -$76.7K | 0.27% | 61 |
|
|
2020
Q4 | $5.29M | Buy |
114,175
+9,315
| +9% | +$392K | 0.28% | 61 |
|
|
2020
Q3 | $3.9M | Sell |
104,860
-8,480
| -7% | -$317K | 0.27% | 74 |
|
|
2020
Q2 | $4.06M | Buy |
113,340
+1,660
| +1% | +$55.1K | 0.29% | 73 |
|
|
2020
Q1 | $3.25M | Buy |
111,680
+11,275
| +11% | +$419K | 0.29% | 76 |
|
|
2019
Q4 | $4.13M | Buy |
100,405
+7,775
| +8% | +$308K | 0.33% | 68 |
|
|
2019
Q3 | $3.58M | Buy |
92,630
+6,350
| +7% | +$244K | 0.32% | 74 |
|
|
2019
Q2 | $3.35M | Buy |
86,280
+28,235
| +49% | +$1.08M | 0.26% | 64 |
|
|
2019
Q1 | $2.22M | Buy |
58,045
+4,565
| +9% | +$169K | 0.32% | 70 |
|
|
2018
Q4 | $1.78M | Buy |
53,480
+40,475
| +311% | +$1.48M | 0.3% | 76 |
|
|
2018
Q3 | $524K | Buy |
13,005
+285
| +2% | +$11.5K | 0.12% | 104 |
|
|
2018
Q2 | $496K | Sell |
12,720
-130
| -1% | -$5.02K | 0.1% | 125 |
|
|
2018
Q1 | $482K | Sell |
12,850
-745
| -5% | -$28.5K | 0.11% | 130 |
|
|
2017
Q4 | $516K | Buy |
13,595
+12,965
| +2,058% | +$479K | 0.06% | 123 |
|
|
2017
Q3 | $23K | Sell |
630
-12,555
| -95% | -$437K | 0.01% | 596 |
|
|
2017
Q2 | $459K | Buy |
+13,185
| New | +$455K | 0.14% | 115 |
|
Other funds holding IJH
OneDigital Investment Advisors's IJH Position: Q1 2026 in Review
OneDigital Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q1 2026, buying an estimated $2.31M and bringing the position to 352,566 shares worth $23.8M. The position accounts for 0.23% of the portfolio, ranked #82.
OneDigital Investment Advisors first reported a position in IJH in Q2 2017 and has held it in 36 quarters since. The position peaked at $48.8M in Q3 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- OneDigital Investment Advisors held 352,566 shares of iShares Core S&P Mid-Cap ETF worth $23.8M as of Q1 2026.
- OneDigital Investment Advisors bought 33,257 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.31M.
- iShares Core S&P Mid-Cap ETF made up 0.23% of OneDigital Investment Advisors's portfolio in Q1 2026, its #82 holding.
- OneDigital Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- OneDigital Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $48.8M in Q3 2023.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.