O'Rourke & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

O'Rourke & Company’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	$292K	Buy	3,781 +1	+0%	+$73	0.1%	141
2026 Q1	$255K	Buy	3,780 +2	+0.1%	+$139	0.1%	148
2025 Q4	$249K	Buy	3,778 +4	+0.1%	+$262	0.1%	148
2025 Q3	$246K	Buy	+3,774	New	+$243K	0.1%	147
2024 Q4	–	Sell	-3,730	Closed	-$232K	–	149
2024 Q3	$232K	Hold	3,730	–	–	0.12%	134
2024 Q2	$218K	Hold	3,730	–	–	0.12%	137
2024 Q1	$227K	Hold	3,730	–	–	0.13%	134
2023 Q4	$207K	Buy	+3,730	New	+$189K	0.13%	134
2022 Q3	–	Sell	-4,715	Closed	-$213K	–	119
2022 Q2	$213K	Buy	4,715 +5	+0.1%	+$247	0.18%	107
2022 Q1	$253K	Buy	4,710 +5	+0.1%	+$266	0.17%	107
2021 Q4	$266K	Buy	+4,705	New	+$262K	0.18%	106

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

O'Rourke & Company's IJH Position: Q2 2026 in Review

O'Rourke & Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.03% in Q2 2026, buying an estimated $73 and bringing the position to 3,781 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #141.

O'Rourke & Company first reported a position in IJH in Q4 2021 and has held it in 11 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

O'Rourke & Company held 3,781 shares of iShares Core S&P Mid-Cap ETF worth $292K as of Q2 2026.
O'Rourke & Company bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
iShares Core S&P Mid-Cap ETF made up 0.1% of O'Rourke & Company's portfolio in Q2 2026, its #141 holding.
O'Rourke & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.