Pacifica Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pacifica Partners’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 Q3	$563K	Buy	7,741 +127	+2%	+$9.6K	0.17%	73
2026 Q2	$579K	Sell	7,614 -73	-0.9%	-$5.36K	0.17%	70
2026 Q1	$519K	Sell	7,687 -1,161	-13%	-$80.5K	0.17%	77
2025 Q4	$592K	Buy	8,848 +1	+0%	+$66	0.26%	60
2025 Q3	$579K	Hold	8,847	–	–	0.21%	72
2025 Q2	$549K	Sell	8,847 -100	-1%	-$5.87K	0.22%	65
2025 Q1	$497K	Buy	8,947 +231	+3%	+$14.3K	0.23%	68
2024 Q4	$542K	Buy	8,716 +1,396	+19%	+$89.5K	0.23%	66
2024 Q3	$456K	Buy	7,320 +1,420	+24%	+$85.6K	0.19%	71
2024 Q2	$344K	Buy	5,900 +2,034	+53%	+$119K	0.15%	83
2024 Q1	$230K	Buy	3,866 +1,276	+49%	+$72.2K	0.1%	97
2023 Q4	$135K	Buy	2,590 +250	+11%	+$12.7K	0.07%	124
2023 Q3	$114K	Buy	2,340 +2,215	+1,772%	+$116K	0.06%	121
2023 Q2	$6.57K	Hold	125	–	–	﹤0.01%	341
2023 Q1	$6.12K	Hold	125	–	–	﹤0.01%	366
2022 Q4	$6.09K	Buy	+125	New	+$6.04K	﹤0.01%	330

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Pacifica Partners's IJH Position: Q3 2026 in Review

Pacifica Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q3 2026, buying an estimated $9.6K and bringing the position to 7,741 shares worth $563K. The position accounts for 0.17% of the portfolio, ranked #73.

Pacifica Partners first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $592K in Q4 2025. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Pacifica Partners held 7,741 shares of iShares Core S&P Mid-Cap ETF worth $563K as of Q3 2026.
Pacifica Partners bought 127 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $9.6K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Pacifica Partners's portfolio in Q3 2026, its #73 holding.
Pacifica Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Pacifica Partners's iShares Core S&P Mid-Cap ETF position peaked at $592K in Q4 2025.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.