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

Pacific Sun Financial’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	$885K	Buy	13,101 +50	+0.4%	+$3.47K	0.43%	71
2025 Q4	$861K	Hold	13,051	–	–	0.41%	74
2025 Q3	$852K	Hold	13,051	–	–	0.41%	74
2025 Q2	$809K	Buy	13,051 +50	+0.4%	+$2.94K	0.42%	73
2025 Q1	$759K	Buy	13,001 +30	+0.2%	+$1.86K	0.43%	72
2024 Q4	$808K	Buy	12,971 +6	+0%	+$385	0.44%	69
2024 Q3	$808K	Buy	12,965 +20	+0.2%	+$1.21K	0.45%	67
2024 Q2	$758K	Hold	12,945	–	–	0.45%	69
2024 Q1	$786K	Hold	12,945	–	–	0.46%	68
2023 Q4	$718K	Sell	12,945 -1,225	-9%	-$62.1K	0.45%	66
2023 Q3	$707K	Sell	14,170 -600	-4%	-$31.4K	0.49%	62
2023 Q2	$739K	Buy	+14,770	New	+$734K	0.49%	61
2022 Q4	$715K	Sell	14,770 -50	-0.3%	-$2.42K	0.5%	60
2022 Q3	$650K	Buy	14,820 +200	+1%	+$9.67K	0.46%	67
2022 Q2	$661K	Buy	14,620 +100	+0.7%	+$4.94K	0.44%	73
2022 Q1	$779K	Hold	14,520	–	–	0.43%	74
2021 Q4	$822K	Hold	14,520	–	–	0.44%	73
2021 Q3	$764K	Buy	+14,520	New	+$781K	0.44%	72
2020 Q3	$552K	Hold	14,905	–	–	0.46%	72
2020 Q2	$530K	Hold	14,905	–	–	0.48%	70
2020 Q1	$429K	Buy	14,905 +650	+5%	+$24.2K	0.49%	75
2019 Q4	$587K	Hold	14,255	–	–	0.52%	67
2019 Q3	$551K	Buy	14,255 +100	+0.7%	+$3.84K	0.52%	71
2019 Q2	$550K	Buy	+14,155	New	+$543K	0.53%	68
2018 Q2	$458K	Buy	11,375 +150	+1%	+$5.79K	0.47%	72
2018 Q1	$421K	Buy	11,225 +1,775	+19%	+$67.9K	0.56%	65
2017 Q4	$359K	Buy	+9,450	New	+$349K	0.2%	94

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

Pacific Sun Financial's IJH Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q1 2026, buying an estimated $3.47K and bringing the position to 13,101 shares worth $885K. The position accounts for 0.43% of the portfolio, ranked #71.

Pacific Sun Financial first reported a position in IJH in Q4 2017 and has held it in 27 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Pacific Sun Financial held 13,101 shares of iShares Core S&P Mid-Cap ETF worth $885K as of Q1 2026.
Pacific Sun Financial bought 50 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.47K.
iShares Core S&P Mid-Cap ETF made up 0.43% of Pacific Sun Financial's portfolio in Q1 2026, its #71 holding.
Pacific Sun Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 27 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.