Sierra Ocean’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sierra Ocean’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	$206K	Hold	3,057	–	–	0.17%	58
2025 Q4	$202K	Buy	+3,057	New	+$200K	0.17%	59
2025 Q3	–	Sell	-3,057	Closed	-$190K	–	469
2025 Q2	$190K	Hold	3,057	–	–	0.14%	69
2025 Q1	$178K	Hold	3,057	–	–	0.14%	69
2024 Q4	$191K	Buy	+3,057	New	+$196K	0.16%	65

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sierra Ocean's IJH Position: Q1 2026 in Review

Sierra Ocean held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,057 shares worth $206K. The position accounts for 0.17% of the portfolio, ranked #58.

Sierra Ocean first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sierra Ocean held 3,057 shares of iShares Core S&P Mid-Cap ETF worth $206K as of Q1 2026.
Sierra Ocean left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.17% of Sierra Ocean's portfolio in Q1 2026, its #58 holding.
Sierra Ocean first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.