IJH ISHARES TR S&P MIDCAP 400

Ownership history in OPPENHEIMER & CO INC  ·  85 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported ISHARES TR S&P MIDCAP 400 (IJH) in 85 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q4. The latest visible filing shows IJH at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in ISHARES TR S&P MIDCAP 400, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJH was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 659,305 +14,361 +2.2% 0.62% $43.5M 2026-02-14 (Est.) $71.07
2025 Q3 REDUCED 644,944 -3,734 -0.6% 0.51% $42.1M 2025-11-06 $63.70
2025 Q2 ADDED 648,678 +31,635 +5.1% 0.53% $40.2M 2025-07-31 $62.37
2025 Q1 ADDED 617,043 +64,413 +11.7% 0.54% $36.0M 2025-04-23 $54.90
2024 Q4 ADDED 552,630 +23,041 +4.4% 0.51% $34.4M 2025-02-05 $63.84
2024 Q3 REDUCED 529,589 -4,860 -0.9% 0.50% $33.0M 2024-11-05 $61.82
2024 Q2 ADDED 534,449 +24,555 +4.8% 0.50% $31.3M 2024-08-08 $57.30
2024 Q1 ADDED 509,894 +415,122 +438.0% 0.51% $31.0M 2024-05-07 $57.93
2023 Q4 ADDED 94,772 +1,962 +2.1% 0.48% $26.3M 2024-02-13 $53.57
76 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning IJH?

OPPENHEIMER & CO INC reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for IJH was 0.62% in 2025 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when OPPENHEIMER & CO INC reported 659,305 shares, equal to 0.62% of portfolio, with an estimated market value of $43.5M.

What does the chart on this IJH ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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