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 Q2	$1.89M	Buy	24,469 +195	+0.8%	+$14.3K	0.24%	45
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 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

SilverOak Wealth Management's IJH Position: Q2 2026 in Review

SilverOak Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.8% in Q2 2026, buying an estimated $14.3K and bringing the position to 24,469 shares worth $1.89M. The position accounts for 0.24% of the portfolio, ranked #45.

SilverOak Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SilverOak Wealth Management held 24,469 shares of iShares Core S&P Mid-Cap ETF worth $1.89M as of Q2 2026.
SilverOak Wealth Management bought 195 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.3K.
iShares Core S&P Mid-Cap ETF made up 0.24% of SilverOak Wealth Management's portfolio in Q2 2026, its #45 holding.
SilverOak Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.