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

Pandora 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
2025 Q4	$683K	Hold	10,353	–	–	0.42%	38
2025 Q3	$676K	Sell	10,353 -25	-0.2%	-$1.61K	0.41%	38
2025 Q2	$644K	Hold	10,378	–	–	0.4%	42
2025 Q1	$606K	Buy	+10,378	New	+$644K	0.4%	45

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pandora Wealth's IJH Position: Q4 2025 in Review

Pandora Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2025 at 10,353 shares worth $683K. The position accounts for 0.42% of the portfolio, ranked #38.

Pandora Wealth first reported a position in IJH in Q1 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Pandora Wealth held 10,353 shares of iShares Core S&P Mid-Cap ETF worth $683K as of Q4 2025.
Pandora Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2025.
iShares Core S&P Mid-Cap ETF made up 0.42% of Pandora Wealth's portfolio in Q4 2025, its #38 holding.
Pandora Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
2,634 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.