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

Panoramic Investment 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	$618K	Sell	8,019 -100	-1%	-$7.34K	0.3%	68
2026 Q1	$548K	Sell	8,119 -10	-0.1%	-$694	0.3%	75
2025 Q4	$536K	Buy	8,129 +1	+0%	+$66	0.29%	69
2025 Q3	$530K	Buy	8,128 +341	+4%	+$21.9K	0.3%	66
2025 Q2	$483K	Sell	7,787 -4,118	-35%	-$242K	0.3%	67
2025 Q1	$695K	Sell	11,905 -199	-2%	-$12.4K	0.47%	50
2024 Q4	$754K	Sell	12,104 -581	-5%	-$37.3K	0.49%	48
2024 Q3	$791K	Buy	+12,685	New	+$765K	0.55%	44
2024 Q1	$1.01M	Sell	16,570 -870	-5%	-$49.3K	0.74%	37
2023 Q4	$967K	Sell	17,440 -485	-3%	-$24.6K	0.84%	35
2023 Q3	$894K	Buy	+17,925	New	+$939K	0.82%	35
2022 Q4	$988K	Buy	+20,425	New	+$987K	1.01%	30

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

Panoramic Investment Advisors's IJH Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, selling an estimated $7.34K and leaving 8,019 shares worth $618K. The position accounts for 0.3% of the portfolio, ranked #68.

Panoramic Investment Advisors first reported a position in IJH in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2024. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Panoramic Investment Advisors held 8,019 shares of iShares Core S&P Mid-Cap ETF worth $618K as of Q2 2026.
Panoramic Investment Advisors sold 100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.34K.
iShares Core S&P Mid-Cap ETF made up 0.3% of Panoramic Investment Advisors's portfolio in Q2 2026, its #68 holding.
Panoramic Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.01M in Q1 2024.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.