Pacific Point Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pacific Point 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	$2.02M	Buy	26,256 +4,320	+20%	+$317K	0.92%	33
2026 Q1	$1.48M	Sell	21,936 -260	-1%	-$18K	0.78%	35
2025 Q4	$1.46M	Hold	22,196	–	–	0.78%	33
2025 Q3	$1.45M	Hold	22,196	–	–	0.85%	38
2025 Q2	$1.38M	Sell	22,196 -432	-2%	-$25.4K	0.75%	39
2025 Q1	$1.32M	Buy	22,628 +1,428	+7%	+$88.7K	0.73%	39
2024 Q4	$1.36M	Buy	+21,200	New	+$1.36M	0.83%	25

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Pacific Point Advisors's IJH Position: Q2 2026 in Review

Pacific Point Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q2 2026, buying an estimated $317K and bringing the position to 26,256 shares worth $2.02M. The position accounts for 0.92% of the portfolio, ranked #33.

Pacific Point Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pacific Point Advisors held 26,256 shares of iShares Core S&P Mid-Cap ETF worth $2.02M as of Q2 2026.
Pacific Point Advisors bought 4,320 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $317K.
iShares Core S&P Mid-Cap ETF made up 0.92% of Pacific Point Advisors's portfolio in Q2 2026, its #33 holding.
Pacific Point Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.