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 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 $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 Investment Advisors's IJH Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q1 2026, selling an estimated $694 and leaving 8,119 shares worth $548K. The position accounts for 0.3% of the portfolio, ranked #75.

Panoramic Investment Advisors first reported a position in IJH in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Panoramic Investment Advisors held 8,119 shares of iShares Core S&P Mid-Cap ETF worth $548K as of Q1 2026.
Panoramic Investment Advisors sold 10 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $694.
iShares Core S&P Mid-Cap ETF made up 0.3% of Panoramic Investment Advisors's portfolio in Q1 2026, its #75 holding.
Panoramic Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.01M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.