PJSIMP
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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
Q2 		$2.64M Buy
34,218
+541
+2% +$39.7K 0.41% 49
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IJH Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, buying an estimated $39.7K and bringing the position to 34,218 shares worth $2.64M. The position accounts for 0.41% of the portfolio, ranked #49.

P.J. Schmidt Investment Management (PJS) first reported a position in IJH in Q4 2013 and has held it in 30 quarters since. The position peaked at $11.5M in Q4 2019. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 34,218 shares of iShares Core S&P Mid-Cap ETF worth $2.64M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 541 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $39.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.41% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #49 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 30 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s iShares Core S&P Mid-Cap ETF position peaked at $11.5M in Q4 2019.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.