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PACK Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PACK Private Wealth’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 		$21.7M Buy
321,418
+1,994
+0.6% +$138K 9.97% 4
2025
Q4 		$21.1M Buy
319,424
+10,679
+3% +$700K 9.61% 4
2025
Q3 		$20.1M Buy
308,745
+7,339
+2% +$472K 9.49% 4
2025
Q2 		$18.7M Buy
301,406
+23,930
+9% +$1.4M 9.91% 4
2025
Q1 		$16.2M Sell
277,476
-292
-0.1% -$18.1K 9.63% 4
2024
Q4 		$17.3M Buy
277,768
+2,521
+0.9% +$162K 10.16% 4
2024
Q3 		$17.2M Buy
275,247
+6,249
+2% +$377K 9.72% 4
2024
Q2 		$15.7M Buy
268,998
+5,706
+2% +$335K 9.78% 4
2024
Q1 		$16M Buy
263,292
+5,367
+2% +$304K 10.05% 4
2023
Q4 		$14.3M Sell
257,925
-125
-0% -$6.34K 9.63% 4
2023
Q3 		$12.7M Buy
258,050
+24,315
+10% +$1.27M 9.48% 4
2023
Q2 		$12.2M Buy
233,735
+5,250
+2% +$261K 9.13% 5
2023
Q1 		$11.4M Buy
228,485
+7,400
+3% +$377K 9.08% 5
2022
Q4 		$10.7M Buy
221,085
+3,555
+2% +$172K 9.17% 4
2022
Q3 		$9.54M Buy
217,530
+3,750
+2% +$181K 8.97% 4
2022
Q2 		$9.67M Buy
213,780
+14,055
+7% +$694K 8.83% 4
2022
Q1 		$10.7M Buy
199,725
+7,465
+4% +$397K 8.85% 5
2021
Q4 		$10.9M Buy
+192,260
New +$10.7M 8.65% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PACK Private Wealth's IJH Position: Q1 2026 in Review

PACK Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.62% in Q1 2026, buying an estimated $138K and bringing the position to 321,418 shares worth $21.7M. The position accounts for 9.97% of the portfolio, ranked #4.

PACK Private Wealth first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • PACK Private Wealth held 321,418 shares of iShares Core S&P Mid-Cap ETF worth $21.7M as of Q1 2026.
  • PACK Private Wealth bought 1,994 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $138K.
  • iShares Core S&P Mid-Cap ETF made up 9.97% of PACK Private Wealth's portfolio in Q1 2026, its #4 holding.
  • PACK Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.