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

Panoramic Capital Partners’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	$14.2M	Buy	210,555 +9,473	+5%	+$657K	8.76%	5
2025 Q4	$13.3M	Buy	201,082 +5,447	+3%	+$357K	8.14%	5
2025 Q3	$12.8M	Buy	195,635 +7,761	+4%	+$499K	8.2%	5
2025 Q2	$12M	Buy	187,874 +32,760	+21%	+$1.92M	8.31%	5
2025 Q1	$7.94M	Buy	155,114 +26,497	+21%	+$1.65M	8.18%	5
2024 Q4	$8.01M	Buy	+128,617	New	+$8.25M	7.04%	5

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

Panoramic Capital Partners's IJH Position: Q1 2026 in Review

Panoramic Capital Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.7% in Q1 2026, buying an estimated $657K and bringing the position to 210,555 shares worth $14.2M. The position accounts for 8.76% of the portfolio, ranked #5.

Panoramic Capital Partners first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Panoramic Capital Partners held 210,555 shares of iShares Core S&P Mid-Cap ETF worth $14.2M as of Q1 2026.
Panoramic Capital Partners bought 9,473 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $657K.
iShares Core S&P Mid-Cap ETF made up 8.76% of Panoramic Capital Partners's portfolio in Q1 2026, its #5 holding.
Panoramic Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.