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 $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

Paladin Advisory Group's IJH Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2026, selling an estimated $20K and leaving 8,583 shares worth $662K. The position accounts for 0.44% of the portfolio, ranked #45.

Paladin Advisory Group first reported a position in IJH in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.9M in Q2 2023. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Paladin Advisory Group held 8,583 shares of iShares Core S&P Mid-Cap ETF worth $662K as of Q2 2026.
Paladin Advisory Group sold 273 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20K.
iShares Core S&P Mid-Cap ETF made up 0.44% of Paladin Advisory Group's portfolio in Q2 2026, its #45 holding.
Paladin Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $2.9M in Q2 2023.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.