P.J. Schmidt Investment Management (PJS)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$2.27M	Buy	33,677 +1,967	+6%	+$136K	0.38%	51
2025 Q4	$2.09M	Sell	31,710 -1,271	-4%	-$83.3K	0.34%	55
2025 Q3	$2.15M	Buy	32,981 +386	+1%	+$24.8K	0.36%	54
2025 Q2	$2.02M	Buy	+32,595	New	+$1.91M	0.35%	52
2020 Q1	–	Sell	-278,975	Closed	-$11.5M	–	125
2019 Q4	$11.5M	Sell	278,975 -7,450	-3%	-$295K	3.07%	4
2019 Q3	$11.1M	Sell	286,425 -7,695	-3%	-$296K	3.14%	4
2019 Q2	$11.4M	Buy	294,120 +23,980	+9%	+$919K	3.3%	4
2019 Q1	$10.2M	Buy	270,140 +14,015	+5%	+$518K	2.99%	4
2018 Q4	$8.51M	Buy	256,125 +3,855	+2%	+$141K	2.79%	4
2018 Q3	$10.2M	Buy	252,270 +9,040	+4%	+$363K	2.88%	4
2018 Q2	$9.47M	Sell	243,230 -240	-0.1%	-$9.27K	2.76%	4
2018 Q1	$9.13M	Buy	243,470 +3,060	+1%	+$117K	2.67%	4
2017 Q4	$9.13M	Buy	240,410 +185	+0.1%	+$6.84K	2.58%	5
2017 Q3	$8.6M	Buy	240,225 +350	+0.1%	+$12.2K	2.57%	5
2017 Q2	$8.35M	Buy	239,875 +19,610	+9%	+$677K	2.54%	6
2017 Q1	$7.54M	Buy	220,265 +11,970	+6%	+$407K	2.68%	5
2016 Q4	$6.89M	Buy	208,295 +23,470	+13%	+$744K	2.55%	7
2016 Q3	$5.72M	Buy	184,825 +1,240	+0.7%	+$38.3K	2.13%	11
2016 Q2	$5.49M	Buy	183,585 +3,405	+2%	+$99.9K	2.04%	13
2016 Q1	$5.2M	Buy	180,180 +10,710	+6%	+$286K	2.04%	12
2015 Q4	$4.72M	Buy	169,470 +44,830	+36%	+$1.28M	1.89%	15
2015 Q3	$3.4M	Buy	124,640 +3,725	+3%	+$108K	1.48%	23
2015 Q2	$3.63M	Buy	120,915 +23,460	+24%	+$716K	1.42%	24
2015 Q1	$2.96M	Buy	97,455 +25,575	+36%	+$757K	1.16%	26
2014 Q4	$2.08M	Buy	71,880 +35,970	+100%	+$1.01M	0.82%	40
2014 Q3	$982K	Buy	35,910 +1,460	+4%	+$41.1K	0.4%	65
2014 Q2	$986K	Sell	34,450 -2,365	-6%	-$65K	0.39%	67
2014 Q1	$1.01M	Buy	36,815 +1,660	+5%	+$44.7K	0.4%	65
2013 Q4	$941K	Buy	+35,155	New	+$907K	0.4%	64

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

P.J. Schmidt Investment Management (PJS)'s IJH Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.2% in Q1 2026, buying an estimated $136K and bringing the position to 33,677 shares worth $2.27M. The position accounts for 0.38% of the portfolio, ranked #51.

P.J. Schmidt Investment Management (PJS) first reported a position in IJH in Q4 2013 and has held it in 29 quarters since. The position peaked at $11.5M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 33,677 shares of iShares Core S&P Mid-Cap ETF worth $2.27M as of Q1 2026.
P.J. Schmidt Investment Management (PJS) bought 1,967 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $136K.
iShares Core S&P Mid-Cap ETF made up 0.38% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #51 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 29 quarters since.
P.J. Schmidt Investment Management (PJS)'s iShares Core S&P Mid-Cap ETF position peaked at $11.5M 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 P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.