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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$231K Sell
2,968
-100
-3% -$7.34K 0.15% 95
2026
Q1
$207K Buy
+3,068
New +$213K 0.15% 100

Other funds holding IJH

Orographic Financial Advisors's IJH Position: Q2 2026 in Review

Orographic Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, selling an estimated $7.34K and leaving 2,968 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #95.

Orographic Financial Advisors first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Orographic Financial Advisors held 2,968 shares of iShares Core S&P Mid-Cap ETF worth $231K as of Q2 2026.
  • Orographic Financial Advisors sold 100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.34K.
  • iShares Core S&P Mid-Cap ETF made up 0.15% of Orographic Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Orographic Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.