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

Parcion Private 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
2026 Q2	$854K	Sell	11,074 -127	-1%	-$9.32K	0.05%	189
2026 Q1	$756K	Sell	11,201 -41	-0.4%	-$2.84K	0.05%	185
2025 Q4	$742K	Sell	11,242 -796	-7%	-$52.1K	0.05%	184
2025 Q3	$786K	Buy	+12,038	New	+$774K	0.05%	153
2024 Q1	–	Sell	-7,535	Closed	-$418K	–	198
2023 Q4	$418K	Sell	7,535 -2,085	-22%	-$106K	0.04%	145
2023 Q3	$480K	Buy	9,620 +5,130	+114%	+$269K	0.05%	137
2023 Q2	$235K	Sell	4,490 -6,835	-60%	-$340K	0.02%	169
2023 Q1	$567K	Buy	11,325 +975	+9%	+$49.7K	0.06%	130
2022 Q4	$501K	Hold	10,350	–	–	0.05%	136
2022 Q3	$454K	Sell	10,350 -1,720	-14%	-$83.2K	0.05%	146
2022 Q2	$577K	Buy	+12,070	New	+$596K	0.06%	150
2021 Q4	–	Sell	-3,750	Closed	-$206K	–	199
2021 Q3	$206K	Buy	+3,750	New	+$202K	0.02%	196

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

Parcion Private Wealth's IJH Position: Q2 2026 in Review

Parcion Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, selling an estimated $9.32K and leaving 11,074 shares worth $854K. The position accounts for 0.05% of the portfolio, ranked #189.

Parcion Private Wealth first reported a position in IJH in Q3 2021 and has held it in 12 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Parcion Private Wealth held 11,074 shares of iShares Core S&P Mid-Cap ETF worth $854K as of Q2 2026.
Parcion Private Wealth sold 127 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.32K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Parcion Private Wealth's portfolio in Q2 2026, its #189 holding.
Parcion Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 12 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.