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

Orcam Financial 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 		$1.76M Buy
+22,847
New +$1.68M 0.86% 21
2024
Q3 		– Sell
-3,580
Closed -$210K – 48
2024
Q2 		$210K Hold
3,580
– – 0.22% 40
2024
Q1 		$217K Buy
+3,580
New +$203K 0.24% 38

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Orcam Financial Group's IJH Position: Q2 2026 in Review

Orcam Financial Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 22,847 shares worth $1.76M. The stake represents 0.86% of the portfolio and ranks #21 among its holdings. This is a return to the name: Orcam Financial Group previously reported a position in IJH as recently as Q2 2024.

Orcam Financial Group first reported a position in IJH in Q1 2024 and has held it in 3 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Orcam Financial Group held 22,847 shares of iShares Core S&P Mid-Cap ETF worth $1.76M as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Orcam Financial Group position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.86% of Orcam Financial Group's portfolio in Q2 2026, its #21 holding.
  • Orcam Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.