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

SilverOak 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 Q1	$1.64M	Buy	24,274 +79	+0.3%	+$5.48K	0.26%	40
2025 Q4	$1.6M	Buy	24,195 +211	+0.9%	+$13.8K	0.25%	40
2025 Q3	$1.57M	Buy	23,984 +679	+3%	+$43.6K	0.26%	39
2025 Q2	$1.45M	Sell	23,305 -1,831	-7%	-$107K	0.27%	38
2025 Q1	$1.47M	Buy	25,136 +8,453	+51%	+$525K	0.32%	35
2024 Q4	$1.04M	Hold	16,683	–	–	0.22%	42
2024 Q3	$1.04M	Buy	16,683 +152	+0.9%	+$9.17K	0.23%	42
2024 Q2	$967K	Buy	16,531 +283	+2%	+$16.6K	0.23%	41
2024 Q1	$987K	Sell	16,248 -132	-0.8%	-$7.47K	0.25%	38
2023 Q4	$908K	Buy	+16,380	New	+$831K	0.25%	39

Other funds holding IJH

Northwestern Mutual Wealth Management

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

Bank of America

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

Bank of New York Mellon

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Raymond James Financial

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

Envestnet Asset Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return