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 Q2	$3.11M	Buy	40,318 +828	+2%	+$60.8K	0.6%	25
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 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

Operose Advisors's IJH Position: Q2 2026 in Review

Operose Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, buying an estimated $60.8K and bringing the position to 40,318 shares worth $3.11M. The position accounts for 0.6% of the portfolio, ranked #25.

Operose Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Operose Advisors held 40,318 shares of iShares Core S&P Mid-Cap ETF worth $3.11M as of Q2 2026.
Operose Advisors bought 828 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $60.8K.
iShares Core S&P Mid-Cap ETF made up 0.6% of Operose Advisors's portfolio in Q2 2026, its #25 holding.
Operose Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.