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Operose Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Operose Advisors’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 		$2.67M Sell
39,490
-746
-2% -$51.8K 0.62% 23
2025
Q4 		$2.66M Sell
40,236
-2,315
-5% -$152K 0.62% 26
2025
Q3 		$2.78M Buy
42,551
+1,376
+3% +$88.4K 0.69% 19
2025
Q2 		$2.55M Buy
41,175
+13,981
+51% +$821K 0.72% 19
2025
Q1 		$1.59M Buy
27,194
+18,099
+199% +$1.12M 0.53% 30
2024
Q4 		$567K Buy
9,095
+17
+0.2% +$1.09K 0.19% 70
2024
Q3 		$566K Buy
9,078
+1,786
+24% +$108K 0.18% 77
2024
Q2 		$427K Buy
7,292
+11
+0.2% +$646 0.15% 86
2024
Q1 		$442K Buy
7,281
+451
+7% +$25.5K 0.15% 96
2023
Q4 		$379K Buy
6,830
+1,905
+39% +$96.6K 0.15% 70
2023
Q3 		$246K Buy
4,925
+2,280
+86% +$119K 0.1% 102
2023
Q2 		$138K Buy
2,645
+10
+0.4% +$497 0.06% 105
2023
Q1 		$132K Buy
2,635
+10
+0.4% +$509 0.07% 99
2022
Q4 		$127K Buy
+2,625
New +$127K 0.07% 99

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Operose Advisors's IJH Position: Q1 2026 in Review

Operose Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, selling an estimated $51.8K and leaving 39,490 shares worth $2.67M. The position accounts for 0.62% of the portfolio, ranked #23.

Operose Advisors first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.78M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Operose Advisors held 39,490 shares of iShares Core S&P Mid-Cap ETF worth $2.67M as of Q1 2026.
  • Operose Advisors sold 746 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $51.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.62% of Operose Advisors's portfolio in Q1 2026, its #23 holding.
  • Operose Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Operose Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.78M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.