PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$4M	Sell	51,864 -415	-0.8%	-$30.4K	1.08%	14
2026 Q1	$3.53M	Sell	52,279 -2,252	-4%	-$156K	1.05%	15
2025 Q4	$3.6M	Sell	54,531 -20,301	-27%	-$1.33M	1.07%	14
2025 Q3	$4.88M	Sell	74,832 -659	-0.9%	-$42.4K	1.54%	11
2025 Q2	$4.68M	Sell	75,491 -618	-0.8%	-$36.3K	1.57%	12
2025 Q1	$4.44M	Buy	76,109 +22,442	+42%	+$1.39M	1.65%	11
2024 Q4	$3.34M	Buy	53,667 +46,497	+648%	+$2.98M	1.34%	12
2024 Q3	$447K	Hold	7,170	–	–	0.23%	60
2024 Q2	$420K	Hold	7,170	–	–	0.24%	56
2024 Q1	$436K	Hold	7,170	–	–	0.29%	58
2023 Q4	$397K	Hold	7,170	–	–	0.25%	54
2023 Q3	$358K	Hold	7,170	–	–	0.26%	54
2023 Q2	$375K	Hold	7,170	–	–	0.28%	51
2023 Q1	$359K	Hold	7,170	–	–	0.28%	47
2022 Q4	$347K	Buy	+7,170	New	+$346K	0.3%	45

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IJH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.79% in Q2 2026, selling an estimated $30.4K and leaving 51,864 shares worth $4M. The position accounts for 1.08% of the portfolio, ranked #14.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.88M in Q3 2025. 1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 51,864 shares of iShares Core S&P Mid-Cap ETF worth $4M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 415 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $30.4K.
iShares Core S&P Mid-Cap ETF made up 1.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #14 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Core S&P Mid-Cap ETF position peaked at $4.88M in Q3 2025.
1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.