Opus Capital Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Opus Capital 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 Q1	$662K	Sell	9,802 -70	-0.7%	-$4.86K	0.07%	66
2025 Q4	$652K	Sell	9,872 -30	-0.3%	-$1.97K	0.07%	66
2025 Q3	$646K	Hold	9,902	–	–	0.07%	64
2025 Q2	$614K	Sell	9,902 -723	-7%	-$42.4K	0.07%	64
2025 Q1	$620K	Buy	10,625 +22	+0.2%	+$1.37K	0.08%	65
2024 Q4	$661K	Sell	10,603 -103	-1%	-$6.61K	0.08%	59
2024 Q3	$667K	Sell	10,706 -85	-0.8%	-$5.13K	0.08%	64
2024 Q2	$631K	Sell	10,791 -85	-0.8%	-$4.99K	0.09%	67
2024 Q1	$661K	Buy	10,876 +91	+0.8%	+$5.15K	0.1%	67
2023 Q4	$598K	Sell	10,785 -225	-2%	-$11.4K	0.1%	66
2023 Q3	$549K	Buy	11,010 +445	+4%	+$23.3K	0.1%	65
2023 Q2	$552K	Sell	10,565 -275	-3%	-$13.7K	0.1%	68
2023 Q1	$542K	Sell	10,840 -115	-1%	-$5.86K	0.1%	65
2022 Q4	$530K	Sell	10,955 -100	-0.9%	-$4.83K	0.1%	66
2022 Q3	$485K	Sell	11,055 -105	-0.9%	-$5.08K	0.11%	63
2022 Q2	$505K	Sell	11,160 -100	-0.9%	-$4.94K	0.1%	62
2022 Q1	$604K	Sell	11,260 -100	-0.9%	-$5.32K	0.12%	61
2021 Q4	$643K	Hold	11,360	–	–	0.13%	51
2021 Q3	$598K	Buy	11,360 +35	+0.3%	+$1.88K	0.14%	49
2021 Q2	$609K	Sell	11,325 -370	-3%	-$20K	0.14%	63
2021 Q1	$609K	Sell	11,695 -145	-1%	-$7.24K	0.15%	61
2020 Q4	$544K	Sell	11,840 -645	-5%	-$27.2K	0.14%	72
2020 Q3	$463K	Hold	12,485	–	–	0.14%	70
2020 Q2	$444K	Hold	12,485	–	–	0.14%	70
2020 Q1	$359K	Sell	12,485 -150	-1%	-$5.58K	0.13%	72
2019 Q4	$520K	Hold	12,635	–	–	0.15%	67
2019 Q3	$488K	Sell	12,635 -500	-4%	-$19.2K	0.15%	65
2019 Q2	$510K	Sell	13,135 -200	-1%	-$7.67K	0.15%	65
2019 Q1	$505K	Sell	13,335 -75	-0.6%	-$2.77K	0.13%	140
2018 Q4	$445K	Sell	13,410 -475	-3%	-$17.3K	0.09%	148
2018 Q3	$559K	Hold	13,885	–	–	0.13%	138
2018 Q2	$541K	Buy	13,885 +75	+0.5%	+$2.9K	0.13%	129
2018 Q1	$518K	Hold	13,810	–	–	0.13%	129
2017 Q4	$524K	Hold	13,810	–	–	0.12%	138
2017 Q3	$494K	Hold	13,810	–	–	0.11%	142
2017 Q2	$480K	Buy	13,810 +235	+2%	+$8.11K	0.09%	130
2017 Q1	$465K	Sell	13,575 -850	-6%	-$28.9K	0.06%	137
2016 Q4	$477K	Sell	14,425 -625	-4%	-$19.8K	0.07%	128
2016 Q3	$466K	Hold	15,050	–	–	0.1%	128
2016 Q2	$450K	Sell	15,050 -700	-4%	-$20.5K	0.1%	131
2016 Q1	$454K	Buy	15,750 +575	+4%	+$15.4K	0.1%	139
2015 Q4	$423K	Hold	15,175	–	–	0.07%	182
2015 Q3	$415K	Sell	15,175 -625	-4%	-$18.2K	0.07%	181
2015 Q2	$474K	Buy	15,800 +1,500	+10%	+$45.7K	0.07%	173
2015 Q1	$435K	Sell	14,300 -500	-3%	-$14.8K	0.07%	173
2014 Q4	$429K	Sell	14,800 -2,825	-16%	-$79.4K	0.06%	172
2014 Q3	$482K	Hold	17,625	–	–	0.07%	167
2014 Q2	$504K	Sell	17,625 -2,750	-13%	-$75.6K	0.04%	150
2014 Q1	$560K	Sell	20,375 -7,000	-26%	-$188K	0.04%	139
2013 Q4	$733K	Buy	+27,375	New	+$707K	0.04%	124

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

Opus Capital Group's IJH Position: Q1 2026 in Review

Opus Capital Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.71% in Q1 2026, selling an estimated $4.86K and leaving 9,802 shares worth $662K. The position accounts for 0.07% of the portfolio, ranked #66.

Opus Capital Group first reported a position in IJH in Q4 2013 and has held it in 50 quarters since. The position peaked at $733K in Q4 2013. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Opus Capital Group held 9,802 shares of iShares Core S&P Mid-Cap ETF worth $662K as of Q1 2026.
Opus Capital Group sold 70 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.86K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Opus Capital Group's portfolio in Q1 2026, its #66 holding.
Opus Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
Opus Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $733K in Q4 2013.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.