Osborne Partners Capital Management’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
Q1
$429K Sell
6,357
-705
-10% -$48.9K 0.02% 159
2025
Q4
$466K Buy
7,062
+1,172
+20% +$76.8K 0.02% 156
2025
Q3
$384K Hold
5,890
0.02% 170
2025
Q2
$365K Hold
5,890
0.02% 171
2025
Q1
$344K Hold
5,890
0.02% 174
2024
Q4
$367K Hold
5,890
0.02% 172
2024
Q3
$367K Buy
+5,890
New +$355K 0.02% 174
2014
Q4
Sell
-11,400
Closed -$312K 183
2014
Q3
$312K Buy
+11,400
New +$321K 0.04% 154

Other funds holding IJH

Osborne Partners Capital Management's IJH Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q1 2026, selling an estimated $48.9K and leaving 6,357 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #159.

Osborne Partners Capital Management first reported a position in IJH in Q3 2014 and has held it in 8 quarters since. The position peaked at $466K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Osborne Partners Capital Management held 6,357 shares of iShares Core S&P Mid-Cap ETF worth $429K as of Q1 2026.
  • Osborne Partners Capital Management sold 705 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $48.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Osborne Partners Capital Management's portfolio in Q1 2026, its #159 holding.
  • Osborne Partners Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 8 quarters since.
  • Osborne Partners Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $466K in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.