Opes Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Opes Wealth Management’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	$9.11M	Sell	134,895 -1,027	-0.8%	-$71.2K	1.5%	23
2025 Q4	$8.97M	Buy	135,922 +3,288	+2%	+$215K	1.46%	23
2025 Q3	$8.66M	Sell	132,634 -329	-0.2%	-$21.1K	1.5%	24
2025 Q2	$8.25M	Buy	132,963 +21,329	+19%	+$1.25M	1.46%	24
2025 Q1	$6.51M	Buy	111,634 +22,347	+25%	+$1.39M	1.31%	25
2024 Q4	$5.56M	Buy	89,287 +2,950	+3%	+$189K	1.14%	27
2024 Q3	$5.38M	Buy	86,337 +2,804	+3%	+$169K	1.03%	27
2024 Q2	$4.89M	Sell	83,533 -4,570	-5%	-$268K	1.02%	27
2024 Q1	$5.35M	Sell	88,103 -712	-0.8%	-$40.3K	1.24%	27
2023 Q4	$4.92M	Buy	88,815 +1,610	+2%	+$81.7K	1.18%	27
2023 Q3	$4.35M	Buy	87,205 +14,845	+21%	+$778K	1.2%	29
2023 Q2	$3.78M	Buy	72,360 +4,025	+6%	+$200K	1.07%	30
2023 Q1	$3.42M	Buy	68,335 +21,350	+45%	+$1.09M	1.1%	30
2022 Q4	$2.27M	Sell	46,985 -20,470	-30%	-$989K	0.83%	33
2022 Q3	$2.96M	Buy	67,455 +1,075	+2%	+$52K	1.18%	27
2022 Q2	$3M	Buy	66,380 +4,590	+7%	+$227K	1.2%	28
2022 Q1	$3.32M	Buy	61,790 +3,530	+6%	+$188K	1.08%	28
2021 Q4	$3.3M	Buy	58,260 +16,310	+39%	+$908K	1.02%	27
2021 Q3	$2.21M	Buy	+41,950	New	+$2.26M	0.78%	31

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Opes Wealth Management's IJH Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.76% in Q1 2026, selling an estimated $71.2K and leaving 134,895 shares worth $9.11M. The position accounts for 1.5% of the portfolio, ranked #23.

Opes Wealth Management first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Opes Wealth Management held 134,895 shares of iShares Core S&P Mid-Cap ETF worth $9.11M as of Q1 2026.
Opes Wealth Management sold 1,027 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $71.2K.
iShares Core S&P Mid-Cap ETF made up 1.5% of Opes Wealth Management's portfolio in Q1 2026, its #23 holding.
Opes Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.