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Pachira Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pachira Investments’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 		$10.4M Sell
134,403
-5,513
-4% -$405K 3.91% 10
2026
Q1 		$9.45M Sell
139,916
-6,133
-4% -$425K 4.41% 7
2025
Q4 		$9.64M Sell
146,049
-17,481
-11% -$1.15M 4.69% 6
2025
Q3 		$10.7M Sell
163,530
-11,041
-6% -$710K 6% 4
2025
Q2 		$10.8M Sell
174,571
-8,474
-5% -$497K 8.18% 2
2025
Q1 		$10.7M Buy
183,045
+3,536
+2% +$220K 7.49% 2
2024
Q4 		$11.2M Buy
179,509
+6,899
+4% +$442K 6.83% 2
2024
Q3 		$10.8M Buy
172,610
+3,608
+2% +$218K 8.28% 2
2024
Q2 		$9.89M Sell
169,002
-1,949
-1% -$115K 8.77% 2
2024
Q1 		$10.4M Sell
170,951
-15,764
-8% -$892K 8.49% 3
2023
Q4 		$10.3M Sell
186,715
-5,500
-3% -$279K 9.14% 4
2023
Q3 		$9.59M Sell
192,215
-5,810
-3% -$304K 10.76% 3
2023
Q2 		$10.4M Buy
198,025
+188,550
+1,990% +$9.37M 11.14% 3
2023
Q1 		$474K Buy
9,475
+210
+2% +$10.7K 2.05% 14
2022
Q4 		$448K Buy
9,265
+520
+6% +$25.1K 2.26% 15
2022
Q3 		$384K Sell
8,745
-239,010
-96% -$11.6M 1.71% 13
2022
Q2 		$11.2M Buy
247,755
+3,565
+1% +$176K 17.27% 3
2022
Q1 		$13.1M Buy
244,190
+8,665
+4% +$461K 10.14% 5
2021
Q4 		$13.3M Buy
235,525
+5,780
+3% +$322K 8.6% 5
2021
Q3 		$12.1M Sell
229,745
-870
-0.4% -$46.8K 8.6% 8
2021
Q2 		$12.4M Sell
230,615
-11,275
-5% -$609K 8.71% 8
2021
Q1 		$12.6M Buy
241,890
+9,670
+4% +$483K 9.26% 4
2020
Q4 		$10.7M Sell
232,220
-3,845
-2% -$162K 10.21% 5
2020
Q3 		$8.75M Sell
236,065
-5,585
-2% -$209K 11.41% 4
2020
Q2 		$8.59M Buy
241,650
+7,780
+3% +$258K 15.34% 4
2020
Q1 		$6.73M Sell
233,870
-471,695
-67% -$17.5M 27% 2
2019
Q4 		$29M Sell
705,565
-13,600
-2% -$539K 24.31% 3
2019
Q3 		$27.8M Sell
719,165
-2,980
-0.4% -$115K 30.93% 2
2019
Q2 		$28.1M Sell
722,145
-11,110
-2% -$426K 31.11% 2
2019
Q1 		$27.8M Buy
733,255
+5,695
+0.8% +$210K 24.97% 2
2018
Q4 		$24.2M Sell
727,560
-15,455
-2% -$564K 31.18% 3
2018
Q3 		$29.9M Sell
743,015
-12,160
-2% -$489K 29.91% 3
2018
Q2 		$29.4M Sell
755,175
-6,190
-0.8% -$239K 30.14% 2
2018
Q1 		$28.6M Buy
761,365
+5,675
+0.8% +$217K 23.84% 2
2017
Q4 		$28.7M Sell
755,690
-5,490
-0.7% -$203K 24.03% 2
2017
Q3 		$27.2M Sell
761,180
-10,095
-1% -$352K 24% 3
2017
Q2 		$26.8M Sell
771,275
-670
-0.1% -$23.1K 24.14% 2
2017
Q1 		$26.4M Buy
771,945
+25,730
+3% +$876K 24.08% 2
2016
Q4 		$24.7M Buy
+746,215
New +$23.7M 23.53% 2

Other funds holding IJH

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Pachira Investments's IJH Position: Q2 2026 in Review

Pachira Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2026, selling an estimated $405K and leaving 134,403 shares worth $10.4M. The position accounts for 3.91% of the portfolio, ranked #10.

Pachira Investments first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $29.9M in Q3 2018. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Pachira Investments held 134,403 shares of iShares Core S&P Mid-Cap ETF worth $10.4M as of Q2 2026.
  • Pachira Investments sold 5,513 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $405K.
  • iShares Core S&P Mid-Cap ETF made up 3.91% of Pachira Investments's portfolio in Q2 2026, its #10 holding.
  • Pachira Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Pachira Investments's iShares Core S&P Mid-Cap ETF position peaked at $29.9M in Q3 2018.
  • 1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.