PCA
IJH icon

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
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
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 $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pallas Capital Advisors's IJH Position: Q1 2026 in Review

Pallas Capital Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 19,894 shares — an estimated $1.31M sold.

Pallas Capital Advisors first reported a position in IJH in Q1 2021 and held it in 20 quarters. The position peaked at $2.61M in Q2 2023. 2,649 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Pallas Capital Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 19,894 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.31M.
  • Pallas Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 20 quarters.
  • Pallas Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.61M in Q2 2023.
  • 2,649 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.