O'Shaughnessy Asset 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
Q2
$13.6M Sell
176,663
-11,023
-6% -$809K 0.06% 307
2026
Q1
$12.7M Buy
187,686
+27,682
+17% +$1.92M 0.06% 330
2025
Q4
$10.6M Buy
160,004
+28,325
+22% +$1.86M 0.06% 345
2025
Q3
$8.59M Buy
131,679
+39,524
+43% +$2.54M 0.05% 367
2025
Q2
$5.72M Buy
92,155
+4,223
+5% +$248K 0.04% 434
2025
Q1
$5.13M Buy
87,932
+6,533
+8% +$406K 0.04% 421
2024
Q4
$5.07M Buy
81,399
+47,384
+139% +$3.04M 0.04% 407
2024
Q3
$2.16M Buy
34,015
+2,878
+9% +$174K 0.02% 624
2024
Q2
$1.82M Buy
31,137
+4,580
+17% +$269K 0.02% 628
2024
Q1
$1.61M Buy
26,557
+9,967
+60% +$564K 0.02% 648
2023
Q4
$920K Buy
16,590
+3,115
+23% +$158K 0.01% 783
2023
Q3
$672K Buy
13,475
+1,385
+11% +$72.6K 0.01% 817
2023
Q2
$632K Buy
12,090
+505
+4% +$25.1K 0.01% 790
2023
Q1
$580K Buy
11,585
+5,520
+91% +$281K 0.01% 819
2022
Q4
$293K Buy
6,065
+355
+6% +$17.2K ﹤0.01% 977
2022
Q3
$250K Buy
5,710
+395
+7% +$19.1K ﹤0.01% 995
2022
Q2
$240K Buy
5,315
+270
+5% +$13.3K ﹤0.01% 958
2022
Q1
$271K Buy
5,045
+4,390
+670% +$234K ﹤0.01% 935
2021
Q4
$37K Buy
+655
New +$36.5K ﹤0.01% 1184

Other funds holding IJH

O'Shaughnessy Asset Management's IJH Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q2 2026, selling an estimated $809K and leaving 176,663 shares worth $13.6M. The position accounts for 0.06% of the portfolio, ranked #307.

O'Shaughnessy Asset Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • O'Shaughnessy Asset Management held 176,663 shares of iShares Core S&P Mid-Cap ETF worth $13.6M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 11,023 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $809K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #307 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.