Oxinas Partners Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Oxinas Partners Wealth Management’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	$568K	Hold	7,360	–	–	0.22%	77
2026 Q1	$497K	Sell	7,360 -34	-0.5%	-$2.36K	0.23%	80
2025 Q4	$488K	Sell	7,394 -211	-3%	-$13.8K	0.23%	76
2025 Q3	$496K	Sell	7,605 -940	-11%	-$60.4K	0.27%	72
2025 Q2	$530K	Sell	8,545 -140	-2%	-$8.22K	0.27%	76
2025 Q1	$507K	Hold	8,685	–	–	0.3%	73
2024 Q4	$541K	Hold	8,685	–	–	0.32%	73
2024 Q3	$541K	Hold	8,685	–	–	0.33%	68
2024 Q2	$508K	Sell	8,685 -1,815	-17%	-$107K	0.34%	70
2024 Q1	$638K	Sell	10,500 -340	-3%	-$19.2K	0.41%	55
2023 Q4	$601K	Sell	10,840 -660	-6%	-$33.5K	0.43%	54
2023 Q3	$574K	Buy	11,500 +105	+0.9%	+$5.5K	0.43%	51
2023 Q2	$596K	Hold	11,395	–	–	0.39%	55
2023 Q1	$570K	Hold	11,395	–	–	0.41%	57
2022 Q4	$551K	Sell	11,395 -385	-3%	-$18.6K	0.47%	50
2022 Q3	$517K	Buy	11,780 +170	+1%	+$8.22K	0.43%	54
2022 Q2	$525K	Sell	11,610 -55	-0.5%	-$2.71K	0.4%	53
2022 Q1	$626K	Sell	11,665 -765	-6%	-$40.7K	0.39%	56
2021 Q4	$704K	Buy	12,430 +390	+3%	+$21.7K	0.4%	61
2021 Q3	$633K	Sell	12,040 -110	-0.9%	-$5.92K	0.37%	71
2021 Q2	$653K	Sell	12,150 -280	-2%	-$15.1K	0.37%	69
2021 Q1	$647K	Buy	12,430 +790	+7%	+$39.5K	0.41%	68
2020 Q4	$535K	Buy	+11,640	New	+$490K	0.4%	65

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

Oxinas Partners Wealth Management's IJH Position: Q2 2026 in Review

Oxinas Partners Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 7,360 shares worth $568K. The position accounts for 0.22% of the portfolio, ranked #77.

Oxinas Partners Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $704K in Q4 2021. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Oxinas Partners Wealth Management held 7,360 shares of iShares Core S&P Mid-Cap ETF worth $568K as of Q2 2026.
Oxinas Partners Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.22% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #77 holding.
Oxinas Partners Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Oxinas Partners Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $704K in Q4 2021.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.