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Onyx Bridge Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Onyx Bridge Wealth Group’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 		$835K Sell
10,827
-103
-0.9% -$7.56K 0.08% 174
2026
Q1 		$738K Sell
10,930
-49
-0.4% -$3.4K 0.08% 170
2025
Q4 		$725K Buy
10,979
+972
+10% +$63.7K 0.08% 171
2025
Q3 		$653K Buy
10,007
+3,427
+52% +$220K 0.07% 186
2025
Q2 		$408K Sell
6,580
-399
-6% -$23.4K 0.05% 194
2025
Q1 		$407K Buy
6,979
+93
+1% +$5.78K 0.06% 182
2024
Q4 		$429K Buy
6,886
+311
+5% +$19.9K 0.06% 173
2024
Q3 		$410K Buy
6,575
+33
+0.5% +$1.99K 0.06% 181
2024
Q2 		$383K Buy
6,542
+2
+0% +$117 0.06% 173
2024
Q1 		$378K Sell
6,540
-590
-8% -$33.4K 0.07% 170
2023
Q4 		$395K Buy
7,130
+165
+2% +$8.37K 0.08% 153
2023
Q3 		$347K Buy
6,965
+700
+11% +$36.7K 0.08% 162
2023
Q2 		$328K Sell
6,265
-85
-1% -$4.22K 0.08% 167
2023
Q1 		$318K Hold
6,350
– – 0.13% 122
2022
Q4 		$315K Sell
6,350
-855
-12% -$41.3K 0.13% 117
2022
Q3 		$323K Sell
7,205
-400
-5% -$19.3K 0.15% 114
2022
Q2 		$364K Sell
7,605
-395
-5% -$19.5K 0.16% 87
2022
Q1 		$402K Sell
8,000
-260
-3% -$13.8K 0.15% 77
2021
Q4 		$469K Buy
8,260
+590
+8% +$32.8K 0.16% 80
2021
Q3 		$421K Buy
+7,670
New +$413K 0.16% 81

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Onyx Bridge Wealth Group's IJH Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.94% in Q2 2026, selling an estimated $7.56K and leaving 10,827 shares worth $835K. The position accounts for 0.08% of the portfolio, ranked #174.

Onyx Bridge Wealth Group first reported a position in IJH in Q3 2021 and has held it in 20 quarters since. 918 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Onyx Bridge Wealth Group held 10,827 shares of iShares Core S&P Mid-Cap ETF worth $835K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 103 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.56K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #174 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.