OGF
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Orin Green Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Orin Green Financial’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 		$26.5M Buy
343,070
+5,994
+2% +$440K 9.76% 2
2026
Q1 		$22.8M Buy
337,076
+2,122
+0.6% +$147K 9.34% 3
2025
Q4 		$22.1M Buy
334,954
+6,582
+2% +$431K 8.84% 3
2025
Q3 		$21.4M Buy
328,372
+4,686
+1% +$301K 8.57% 3
2025
Q2 		$20.1M Buy
323,686
+5,188
+2% +$305K 8.5% 3
2025
Q1 		$17.1M Buy
+318,498
New +$19.8M 8.05% 4
2024
Q4 		– Sell
-312,835
Closed -$20.1M – 3
2024
Q3 		$19.5M Buy
312,835
+2,977
+1% +$180K 8.41% 3
2024
Q2 		$18.1M Buy
+309,858
New +$18.2M 8.35% 4
2024
Q1 		– Sell
-309,135
Closed -$17.5M – 3
2023
Q4 		$17.1M Buy
309,135
+4,840
+2% +$245K 8.44% 3
2023
Q3 		$15.2M Sell
304,295
-3,905
-1% -$205K 8.42% 3
2023
Q2 		$16.1M Buy
308,200
+12,270
+4% +$610K 8.43% 3
2023
Q1 		$14.8M Buy
295,930
+60,620
+26% +$3.09M 8.01% 3
2022
Q4 		$11.4M Buy
235,310
+3,690
+2% +$178K 6.68% 4
2022
Q3 		$10.2M Buy
231,620
+2,820
+1% +$136K 6.6% 3
2022
Q2 		$10.4M Sell
228,800
-275
-0.1% -$13.6K 6.51% 3
2022
Q1 		$12.3M Buy
229,075
+1,310
+0.6% +$69.7K 8.03% 3
2021
Q4 		$12.2M Buy
227,765
+11,735
+5% +$653K 8.83% 3
2021
Q3 		$11.4M Sell
216,030
-1,300
-0.6% -$69.9K 7.93% 3
2021
Q2 		$11.7M Buy
217,330
+1,815
+0.8% +$98K 8.26% 3
2021
Q1 		$11.2M Sell
215,515
-33,465
-13% -$1.67M 9.13% 2
2020
Q4 		$11.4M Buy
+248,980
New +$10.5M 9.08% 2

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

Orin Green Financial's IJH Position: Q2 2026 in Review

Orin Green Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, buying an estimated $440K and bringing the position to 343,070 shares worth $26.5M. The position accounts for 9.76% of the portfolio, ranked #2.

Orin Green Financial first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Orin Green Financial held 343,070 shares of iShares Core S&P Mid-Cap ETF worth $26.5M as of Q2 2026.
  • Orin Green Financial bought 5,994 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $440K.
  • iShares Core S&P Mid-Cap ETF made up 9.76% of Orin Green Financial's portfolio in Q2 2026, its #2 holding.
  • Orin Green Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.