Osaic Holdings
IJH icon

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
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
-7,472,385
-70% -$248M 0.39% 46
2020
Q1 		$101M Buy
+10,732,745
New +$399M 0.41% 43

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings's IJH Position: Q1 2026 in Review

Osaic Holdings increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q1 2026, buying an estimated $17.9M and bringing the position to 3,119,270 shares worth $211M. The position accounts for 0.31% of the portfolio, ranked #54.

Osaic Holdings first reported a position in IJH in Q1 2020 and has held it in 25 quarters since. The position peaked at $338M in Q1 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Osaic Holdings held 3,119,270 shares of iShares Core S&P Mid-Cap ETF worth $211M as of Q1 2026.
  • Osaic Holdings bought 258,387 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $17.9M.
  • iShares Core S&P Mid-Cap ETF made up 0.31% of Osaic Holdings's portfolio in Q1 2026, its #54 holding.
  • Osaic Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Core S&P Mid-Cap ETF position peaked at $338M in Q1 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.