Silver Oak Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Silver Oak Securities’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	$2.74M	Sell	40,632 -328	-0.8%	-$22.8K	0.2%	110
2025 Q4	$2.73M	Buy	40,960 +507	+1%	+$33.2K	0.18%	123
2025 Q3	$2.64M	Buy	40,453 +203	+0.5%	+$13K	0.2%	115
2025 Q2	$2.5M	Buy	40,250 +3,163	+9%	+$186K	0.2%	117
2025 Q1	$2.16M	Sell	37,087 -1,005	-3%	-$62.4K	0.2%	118
2024 Q4	$2.37M	Sell	38,092 -37,542	-50%	-$2.41M	0.22%	101
2024 Q3	$4.71M	Buy	75,634 +1,904	+3%	+$115K	0.5%	47
2024 Q2	$4.31M	Sell	73,730 -3,169	-4%	-$186K	0.65%	38
2024 Q1	$4.67M	Sell	76,899 -3,646	-5%	-$206K	0.71%	34
2023 Q4	$4.46M	Buy	80,545 +72,805	+941%	+$3.69M	0.6%	38
2023 Q3	$386K	Sell	7,740 -38,140	-83%	-$2M	0.08%	189
2023 Q2	$2.4M	Buy	45,880 +210	+0.5%	+$10.4K	0.39%	54
2023 Q1	$2.29M	Sell	45,670 -115	-0.3%	-$5.86K	0.38%	53
2022 Q4	$2.21M	Buy	45,785 +38,045	+492%	+$1.84M	0.42%	48
2022 Q3	$386K	Sell	7,740 -38,300	-83%	-$1.85M	0.08%	189
2022 Q2	$2.2M	Sell	46,040 -855	-2%	-$42.2K	0.49%	38
2022 Q1	$2.45M	Buy	+46,895	New	+$2.5M	0.5%	39

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

Silver Oak Securities's IJH Position: Q1 2026 in Review

Silver Oak Securities reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.8% in Q1 2026, selling an estimated $22.8K and leaving 40,632 shares worth $2.74M. The position accounts for 0.2% of the portfolio, ranked #110.

Silver Oak Securities first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.71M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Silver Oak Securities held 40,632 shares of iShares Core S&P Mid-Cap ETF worth $2.74M as of Q1 2026.
Silver Oak Securities sold 328 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $22.8K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Silver Oak Securities's portfolio in Q1 2026, its #110 holding.
Silver Oak Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Silver Oak Securities's iShares Core S&P Mid-Cap ETF position peaked at $4.71M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.