Barnes Pettey Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Barnes Pettey Financial Advisors’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	$358K	Buy	4,645 +2	+0%	+$147	0.11%	130
2026 Q1	$314K	Buy	4,643 +1	+0%	+$69	0.14%	124
2025 Q4	$306K	Buy	4,642 +303	+7%	+$19.8K	0.15%	110
2025 Q3	$283K	Buy	+4,339	New	+$279K	0.16%	106

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Barnes Pettey Financial Advisors's IJH Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q2 2026, buying an estimated $147 and bringing the position to 4,645 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #130.

Barnes Pettey Financial Advisors first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Barnes Pettey Financial Advisors held 4,645 shares of iShares Core S&P Mid-Cap ETF worth $358K as of Q2 2026.
Barnes Pettey Financial Advisors bought 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.11% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #130 holding.
Barnes Pettey Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.