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Orion Portfolio Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$12.3M Sell
211,422
-29,427
-12% -$1.83M 0.12% 148
2024
Q4 		$15M Buy
240,849
+6,562
+3% +$421K 0.15% 128
2024
Q3 		$14.6M Buy
234,287
+12,438
+6% +$750K 0.15% 137
2024
Q2 		$13M Sell
221,849
-2,416
-1% -$142K 0.14% 146
2024
Q1 		$13.6M Sell
224,265
-19,770
-8% -$1.12M 0.15% 142
2023
Q4 		$13.4M Sell
244,035
-80,940
-25% -$4.11M 0.16% 137
2023
Q3 		$16.2M Buy
324,975
+24,315
+8% +$1.27M 0.2% 112
2023
Q2 		$15.7M Sell
300,660
-14,035
-4% -$698K 0.17% 119
2023
Q1 		$15.7M Buy
314,695
+131,840
+72% +$6.72M 0.19% 106
2022
Q4 		$8.85M Sell
182,855
-20,160
-10% -$974K 0.31% 49
2022
Q3 		$8.9M Sell
203,015
-11,865
-6% -$574K 0.35% 45
2022
Q2 		$9.72M Sell
214,880
-8,540
-4% -$422K 0.39% 38
2022
Q1 		$12M Sell
223,420
-14,330
-6% -$763K 0.42% 34
2021
Q4 		$13.5M Sell
237,750
-3,510
-1% -$195K 0.45% 29
2021
Q3 		$12.7M Sell
241,260
-3,480
-1% -$187K 0.47% 30
2021
Q2 		$13.2M Sell
244,740
-6,220
-2% -$336K 0.52% 32
2021
Q1 		$13.1M Sell
250,960
-225
-0.1% -$11.2K 0.56% 30
2020
Q4 		$11.5M Buy
251,185
+5,010
+2% +$211K 0.54% 33
2020
Q3 		$9.12M Sell
246,175
-12,815
-5% -$479K 0.47% 39
2020
Q2 		$9.21M Buy
258,990
+19,175
+8% +$637K 0.5% 39
2020
Q1 		$6.9M Buy
239,815
+19,655
+9% +$731K 0.47% 38
2019
Q4 		$9.06M Buy
+220,160
New +$8.72M 0.71% 33

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's IJH Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2025, selling an estimated $1.83M and leaving 211,422 shares worth $12.3M. The position accounts for 0.12% of the portfolio, ranked #148.

Orion Portfolio Solutions first reported a position in IJH in Q4 2019 and has held it in 22 quarters since. The position peaked at $16.2M in Q3 2023. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Orion Portfolio Solutions held 211,422 shares of iShares Core S&P Mid-Cap ETF worth $12.3M as of Q1 2025.
  • Orion Portfolio Solutions sold 29,427 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $1.83M.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #148 holding.
  • Orion Portfolio Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares Core S&P Mid-Cap ETF position peaked at $16.2M in Q3 2023.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.