Osaic Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Osaic Holdings’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	$265M	Buy	3,440,498 +321,228	+10%	+$23.6M	0.31%	49
2026 Q1	$211M	Buy	3,119,270 +258,387	+9%	+$17.9M	0.31%	54
2025 Q4	$189M	Sell	2,860,883 -69,979	-2%	-$4.58M	0.28%	60
2025 Q3	$191M	Buy	2,930,862 +585,537	+25%	+$37.6M	0.27%	64
2025 Q2	$145M	Sell	2,345,325 -114,367	-5%	-$6.71M	0.26%	70
2025 Q1	$144M	Buy	2,459,692 +265,589	+12%	+$16.5M	0.32%	56
2024 Q4	$137M	Buy	2,194,103 +202,599	+10%	+$13M	0.31%	58
2024 Q3	$124M	Sell	1,991,504 -182,839	-8%	-$11M	0.28%	63
2024 Q2	$127M	Sell	2,174,343 -420,137	-16%	-$24.7M	0.3%	56
2024 Q1	$158M	Sell	2,594,480 -450,455	-15%	-$25.5M	0.35%	43
2023 Q4	$169M	Sell	3,044,935 -2,219,560	-42%	-$113M	0.3%	67
2023 Q3	$263M	Buy	5,264,495 +2,002,875	+61%	+$105M	0.39%	48
2023 Q2	$171M	Sell	3,261,620 -28,735	-0.9%	-$1.43M	0.31%	66
2023 Q1	$165M	Buy	3,290,355 +86,670	+3%	+$4.42M	0.31%	67
2022 Q4	$155M	Sell	3,203,685 -107,945	-3%	-$5.22M	0.31%	64
2022 Q3	$145M	Buy	3,311,630 +153,320	+5%	+$7.41M	0.33%	55
2022 Q2	$143M	Buy	3,158,310 +86,780	+3%	+$4.28M	0.32%	63
2022 Q1	$157M	Buy	3,071,530 +123,140	+4%	+$6.56M	0.3%	58
2021 Q4	$167M	Buy	2,948,390 +74,445	+3%	+$4.14M	0.32%	63
2021 Q3	$151M	Sell	2,873,945 -139,155	-5%	-$7.49M	0.32%	64
2021 Q2	$162M	Sell	3,013,100 -3,468,020	-54%	-$187M	0.35%	50
2021 Q1	$338M	Buy	6,481,120 +3,443,130	+113%	+$172M	0.81%	15
2020 Q4	$140M	Sell	3,037,990 -230,160	-7%	-$9.7M	0.37%	49
2020 Q3	$121M	Buy	3,268,150 +7,790	+0.2%	+$291K	0.36%	49
2020 Q2	$116M	Sell	3,260,360 -236,880	-7%	-$7.87M	0.39%	46
2020 Q1	$101M	Buy	+3,497,240	New	+$130M	0.41%	43

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

Osaic Holdings's IJH Position: Q2 2026 in Review

Osaic Holdings increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q2 2026, buying an estimated $23.6M and bringing the position to 3,440,498 shares worth $265M. The position accounts for 0.31% of the portfolio, ranked #49.

Osaic Holdings first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. The position peaked at $338M in Q1 2021. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Osaic Holdings held 3,440,498 shares of iShares Core S&P Mid-Cap ETF worth $265M as of Q2 2026.
Osaic Holdings bought 321,228 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $23.6M.
iShares Core S&P Mid-Cap ETF made up 0.31% of Osaic Holdings's portfolio in Q2 2026, its #49 holding.
Osaic Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's iShares Core S&P Mid-Cap ETF position peaked at $338M in Q1 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.