Paladin Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-57,200	Closed	-$2.77M	–	367
2022 Q4	$2.77M	Sell	57,200 -1,905	-3%	-$92K	2.37%	10
2022 Q3	$2.59M	Sell	59,105 -2,960	-5%	-$143K	2.36%	10
2022 Q2	$2.81M	Buy	+62,065	New	+$3.06M	2.42%	11
2022 Q1	–	Sell	-18,295	Closed	-$1.03M	–	380
2021 Q4	$1.03M	Buy	+18,295	New	+$1.02M	0.84%	34

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

Paladin Advisory Group's IJH Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q1 2026, selling an estimated $10.5K and leaving 8,856 shares worth $598K. The position accounts for 0.45% of the portfolio, ranked #43.

Paladin Advisory Group first reported a position in IJH in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.9M in Q2 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Paladin Advisory Group held 8,856 shares of iShares Core S&P Mid-Cap ETF worth $598K as of Q1 2026.
Paladin Advisory Group sold 152 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.5K.
iShares Core S&P Mid-Cap ETF made up 0.45% of Paladin Advisory Group's portfolio in Q1 2026, its #43 holding.
Paladin Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $2.9M in Q2 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.