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

SkyOak Wealth’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	$360K	Hold	5,325	–	–	0.07%	157
2025 Q4	$351K	Hold	5,325	–	–	0.06%	160
2025 Q3	$348K	Hold	5,325	–	–	0.07%	171
2025 Q2	$330K	Hold	5,325	–	–	0.07%	164
2025 Q1	$311K	Sell	5,325 -625	-11%	-$38.8K	0.07%	165
2024 Q4	$371K	Buy	5,950 +625	+12%	+$40.1K	0.08%	144
2024 Q3	$332K	Hold	5,325	–	–	0.07%	154
2024 Q2	$312K	Hold	5,325	–	–	0.07%	170
2024 Q1	$323K	Buy	5,325 +1,000	+23%	+$56.6K	0.08%	175
2023 Q4	$240K	Hold	4,325	–	–	0.06%	211
2023 Q3	$216K	Hold	4,325	–	–	0.06%	210
2023 Q2	$226K	Sell	4,325 -250	-5%	-$12.4K	0.06%	207
2023 Q1	$229K	Buy	+4,575	New	+$233K	0.07%	206
2022 Q2	–	Sell	-5,680	Closed	-$305K	–	236
2022 Q1	$305K	Hold	5,680	–	–	0.08%	178
2021 Q4	$322K	Sell	5,680 -20	-0.4%	-$1.11K	0.08%	175
2021 Q3	$300K	Buy	5,700 +90	+2%	+$4.84K	0.08%	173
2021 Q2	$302K	Hold	5,610	–	–	0.08%	165
2021 Q1	$309K	Sell	5,610 -3,790	-40%	-$189K	0.09%	165
2020 Q4	$432K	Hold	9,400	–	–	0.13%	138
2020 Q3	$348K	Sell	9,400 -1,090	-10%	-$40.8K	0.13%	140
2020 Q2	$373K	Sell	10,490 -230	-2%	-$7.64K	0.14%	156
2020 Q1	$308K	Sell	10,720 -15	-0.1%	-$558	0.16%	150
2019 Q4	$442K	Buy	+10,735	New	+$425K	0.14%	185

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

SkyOak Wealth's IJH Position: Q1 2026 in Review

SkyOak Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 5,325 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #157.

SkyOak Wealth first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $442K in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

SkyOak Wealth held 5,325 shares of iShares Core S&P Mid-Cap ETF worth $360K as of Q1 2026.
SkyOak Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.07% of SkyOak Wealth's portfolio in Q1 2026, its #157 holding.
SkyOak Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
SkyOak Wealth's iShares Core S&P Mid-Cap ETF position peaked at $442K in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.