Pallas Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pallas Capital Advisors’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 Q2	$344K	Buy	+4,466	New	+$328K	0.01%	692
2026 Q1	–	Sell	-19,894	Closed	-$1.31M	–	922
2025 Q4	$1.31M	Buy	19,894 +655	+3%	+$42.9K	0.04%	301
2025 Q3	$1.26M	Sell	19,239 -118	-0.6%	-$7.58K	0.05%	293
2025 Q2	$1.2M	Sell	19,357 -3,492	-15%	-$205K	0.05%	289
2025 Q1	$1.33M	Sell	22,849 -515	-2%	-$32K	0.06%	253
2024 Q4	$1.46M	Sell	23,364 -29	-0.1%	-$1.86K	0.06%	179
2024 Q3	$1.46M	Sell	23,393 -2,698	-10%	-$163K	0.06%	172
2024 Q2	$1.58M	Sell	26,091 -566	-2%	-$33.3K	0.07%	172
2024 Q1	$1.62M	Sell	26,657 -6,443	-19%	-$365K	0.07%	169
2023 Q4	$1.83M	Sell	33,100 -22,770	-41%	-$1.15M	0.1%	147
2023 Q3	$2.61M	Buy	55,870 +7,175	+15%	+$376K	0.16%	114
2023 Q2	$2.61M	Buy	48,695 +42,280	+659%	+$2.1M	0.12%	107
2023 Q1	$320K	Hold	6,415	–	–	0.03%	219
2022 Q4	$327K	Hold	6,415	–	–	0.03%	217
2022 Q3	$303K	Sell	6,415 -30	-0.5%	-$1.45K	0.03%	203
2022 Q2	$308K	Buy	6,445 +20	+0.3%	+$987	0.04%	183
2022 Q1	$337K	Sell	6,425 -230	-3%	-$12.2K	0.04%	193
2021 Q4	$344K	Sell	6,655 -670	-9%	-$37.3K	0.04%	233
2021 Q3	$422K	Buy	7,325 +775	+12%	+$41.7K	0.05%	253
2021 Q2	$350K	Buy	6,550 +1,290	+25%	+$69.6K	0.05%	233
2021 Q1	$287K	Buy	+5,260	New	+$263K	0.06%	159

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pallas Capital Advisors's IJH Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 4,466 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in IJH as recently as Q4 2025.

Pallas Capital Advisors first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.61M in Q2 2023. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pallas Capital Advisors held 4,466 shares of iShares Core S&P Mid-Cap ETF worth $344K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Pallas Capital Advisors position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #692 holding.
Pallas Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
Pallas Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.61M in Q2 2023.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.