Oxford Financial Group’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 | $2.59M | Sell |
38,417
-1,205
| -3% | -$83.6K | 0.14% | 51 |
|
|
2025
Q4 | $2.62M | Sell |
39,622
-4,280
| -10% | -$280K | 0.14% | 49 |
|
|
2025
Q3 | $2.87M | Buy |
43,902
+6,262
| +17% | +$402K | 0.16% | 48 |
|
|
2025
Q2 | $2.33M | Sell |
37,640
-165
| -0.4% | -$9.69K | 0.14% | 49 |
|
|
2025
Q1 | $2.21M | Sell |
37,805
-370
| -1% | -$23K | 0.15% | 49 |
|
|
2024
Q4 | $2.38M | Buy |
38,175
+9,535
| +33% | +$612K | 0.15% | 52 |
|
|
2024
Q3 | $1.78M | Buy |
28,640
+3,920
| +16% | +$236K | 0.11% | 63 |
|
|
2024
Q2 | $1.45M | Buy |
24,720
+710
| +3% | +$41.7K | 0.1% | 73 |
|
|
2024
Q1 | $1.46M | Sell |
24,010
-685
| -3% | -$38.8K | 0.1% | 62 |
|
|
2023
Q4 | $1.37M | Sell |
24,695
-2,590
| -9% | -$131K | 0.1% | 68 |
|
|
2023
Q3 | $1.36M | Sell |
27,285
-7,680
| -22% | -$402K | 0.12% | 61 |
|
|
2023
Q2 | $1.83M | Buy |
34,965
+8,510
| +32% | +$423K | 0.17% | 46 |
|
|
2023
Q1 | $1.32M | Sell |
26,455
-165
| -0.6% | -$8.41K | 0.15% | 56 |
|
|
2022
Q4 | $1.29M | Buy |
26,620
+11,090
| +71% | +$536K | 0.15% | 58 |
|
|
2022
Q3 | $681K | Sell |
15,530
-4,605
| -23% | -$223K | 0.1% | 79 |
|
|
2022
Q2 | $911K | Hold |
20,135
| – | – | 0.13% | 69 |
|
|
2022
Q1 | $1.08M | Hold |
20,135
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $1.14M | Buy |
20,135
+5,780
| +40% | +$322K | 0.13% | 75 |
|
|
2021
Q3 | $755K | Sell |
14,355
-2,690
| -16% | -$145K | 0.1% | 86 |
|
|
2021
Q2 | $916K | Sell |
17,045
-200
| -1% | -$10.8K | 0.12% | 79 |
|
|
2021
Q1 | $898K | Buy |
17,245
+770
| +5% | +$38.5K | 0.12% | 75 |
|
|
2020
Q4 | $757K | Sell |
16,475
-3,925
| -19% | -$165K | 0.11% | 79 |
|
|
2020
Q3 | $756K | Sell |
20,400
-2,360
| -10% | -$88.2K | 0.12% | 75 |
|
|
2020
Q2 | $809K | Hold |
22,760
| – | – | 0.14% | 64 |
|
|
2020
Q1 | $655K | Hold |
22,760
| – | – | 0.13% | 69 |
|
|
2019
Q4 | $937K | Buy |
22,760
+105
| +0.5% | +$4.16K | 0.26% | 37 |
|
|
2019
Q3 | $876K | Hold |
22,655
| – | – | 0.28% | 34 |
|
|
2019
Q2 | $880K | Hold |
22,655
| – | – | 0.29% | 31 |
|
|
2019
Q1 | $858K | Buy |
22,655
+6,750
| +42% | +$249K | 0.31% | 32 |
|
|
2018
Q4 | $528K | Hold |
15,905
| – | – | 0.17% | 31 |
|
|
2018
Q3 | $640K | Sell |
15,905
-2,005
| -11% | -$80.6K | 0.3% | 20 |
|
|
2018
Q2 | $698K | Hold |
17,910
| – | – | 0.36% | 21 |
|
|
2018
Q1 | $672K | Buy |
17,910
+2,175
| +14% | +$83.2K | 0.38% | 21 |
|
|
2017
Q4 | $597K | Buy |
15,735
+7,125
| +83% | +$263K | 0.41% | 22 |
|
|
2017
Q3 | $308K | Buy |
8,610
+2,830
| +49% | +$98.6K | 0.21% | 26 |
|
|
2017
Q2 | $201K | Sell |
5,780
-185
| -3% | -$6.39K | 0.15% | 25 |
|
|
2017
Q1 | $204K | Buy |
+5,965
| New | +$203K | 0.18% | 25 |
|
Other funds holding IJH
Oxford Financial Group's IJH Position: Q1 2026 in Review
Oxford Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q1 2026, selling an estimated $83.6K and leaving 38,417 shares worth $2.59M. The position accounts for 0.14% of the portfolio, ranked #51.
Oxford Financial Group first reported a position in IJH in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.87M in Q3 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Oxford Financial Group held 38,417 shares of iShares Core S&P Mid-Cap ETF worth $2.59M as of Q1 2026.
- Oxford Financial Group sold 1,205 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $83.6K.
- iShares Core S&P Mid-Cap ETF made up 0.14% of Oxford Financial Group's portfolio in Q1 2026, its #51 holding.
- Oxford Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- Oxford Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $2.87M in Q3 2025.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.