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

West Oak Capital’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
2025 Q3	$750	Hold	1,150	–	–	0.03%	147
2025 Q2	$713	Hold	1,150	–	–	0.03%	154
2025 Q1	$671	Hold	1,150	–	–	0.03%	164
2024 Q4	$717K	Hold	1,150	–	–	0.03%	163
2024 Q3	$717	Hold	1,150	–	–	0.01%	167
2024 Q2	$67.3K	Hold	1,150	–	–	0.03%	168
2024 Q1	$70K	Hold	1,150	–	–	0.03%	166
2023 Q4	$63K	Hold	1,150	–	–	0.03%	171
2023 Q3	$57K	Hold	1,150	–	–	0.03%	172
2023 Q2	$60.1K	Hold	1,150	–	–	0.03%	169
2023 Q1	$57.5K	Hold	1,150	–	–	0.03%	168
2022 Q4	$56K	Hold	1,150	–	–	0.03%	161
2022 Q3	$50K	Sell	1,150 -125	-10%	-$6.04K	0.03%	170
2022 Q2	$58K	Hold	1,275	–	–	0.03%	168
2022 Q1	$68K	Sell	1,275 -135	-10%	-$7.19K	0.03%	170
2021 Q4	$80K	Sell	1,410 -150	-10%	-$8.35K	0.03%	168
2021 Q3	$82K	Hold	1,560	–	–	0.03%	169
2021 Q2	$84K	Sell	1,560 -100	-6%	-$5.4K	0.03%	164
2021 Q1	$86K	Hold	1,660	–	–	0.04%	161
2020 Q4	$76K	Hold	1,660	–	–	0.04%	164
2020 Q3	$62K	Hold	1,660	–	–	0.03%	160
2020 Q2	$59K	Buy	1,660 +660	+66%	+$21.9K	0.03%	165
2020 Q1	$29K	Hold	1,000	–	–	0.02%	182
2019 Q4	$41K	Hold	1,000	–	–	0.02%	184
2019 Q3	$39K	Hold	1,000	–	–	0.02%	188
2019 Q2	$39K	Hold	1,000	–	–	0.02%	191
2019 Q1	$38K	Hold	1,000	–	–	0.02%	185
2018 Q4	$33.2K	Hold	1,000	–	–	0.02%	187
2018 Q3	$40.3K	Hold	1,000	–	–	0.02%	192
2018 Q2	$39K	Hold	1,000	–	–	0.02%	189
2018 Q1	$37.5K	Buy	+1,000	New	+$38.3K	0.02%	199
2017 Q4	–	Sell	-1,000	Closed	-$35.8K	–	316
2017 Q3	$35.8K	Hold	1,000	–	–	0.02%	204
2017 Q2	$34.8K	Hold	1,000	–	–	0.02%	208
2017 Q1	$34.2K	Hold	1,000	–	–	0.02%	205
2016 Q4	$33.1K	Hold	1,000	–	–	0.02%	207
2016 Q3	$30.9K	Hold	1,000	–	–	0.02%	216
2016 Q2	$29.9K	Hold	1,000	–	–	0.02%	200
2016 Q1	$28.8K	Hold	1,000	–	–	0.02%	171
2015 Q4	$27.9K	Sell	1,000 -250	-20%	-$7.14K	0.02%	172
2015 Q3	$34.2K	Hold	1,250	–	–	0.03%	163
2015 Q2	$37.5K	Hold	1,250	–	–	0.03%	164
2015 Q1	$38K	Hold	1,250	–	–	0.03%	165
2014 Q4	$36.2K	Hold	1,250	–	–	0.03%	168
2014 Q3	$34.2K	Hold	1,250	–	–	0.03%	154
2014 Q2	$35.8K	Hold	1,250	–	–	0.03%	156
2014 Q1	$34.4K	Hold	1,250	–	–	0.03%	158
2013 Q4	$33.5K	Hold	1,250	–	–	0.02%	162
2013 Q3	$31K	Hold	1,250	–	–	0.02%	161
2013 Q2	$28.9K	Buy	+1,250	New	+$29K	0.02%	162

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Oak Capital's IJH Position: Q3 2025 in Review

West Oak Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 1,150 shares worth $750. The position accounts for 0.03% of the portfolio, ranked #147.

West Oak Capital first reported a position in IJH in Q2 2013 and has held it in 49 quarters since. The position peaked at $717K in Q4 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

West Oak Capital held 1,150 shares of iShares Core S&P Mid-Cap ETF worth $750 as of Q3 2025.
West Oak Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Mid-Cap ETF made up 0.03% of West Oak Capital's portfolio in Q3 2025, its #147 holding.
West Oak Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 49 quarters since.
West Oak Capital's iShares Core S&P Mid-Cap ETF position peaked at $717K in Q4 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.