Park Avenue Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Park Avenue Securities’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	$26.3M	Buy	+341,491	New	+$25.1M	0.16%	103
2026 Q1	–	Sell	-310,653	Closed	-$20.5M	–	1609
2025 Q4	$20.5M	Buy	310,653 +9,901	+3%	+$649K	0.17%	97
2025 Q3	$19.6M	Buy	300,752 +15,568	+5%	+$1M	0.15%	104
2025 Q2	$17.7M	Buy	285,184 +37,346	+15%	+$2.19M	0.16%	100
2025 Q1	$14.5M	Buy	247,838 +21,173	+9%	+$1.31M	0.18%	80
2024 Q4	$14.1M	Sell	226,665 -17,757	-7%	-$1.14M	0.15%	106
2024 Q3	$15.2M	Buy	244,422 +17,442	+8%	+$1.05M	0.17%	89
2024 Q2	$13.3M	Buy	226,980 +26,017	+13%	+$1.53M	0.16%	92
2024 Q1	$12.2M	Buy	200,963 +64,763	+48%	+$3.67M	0.16%	96
2023 Q4	$7.55M	Sell	136,200 -792,265	-85%	-$40.2M	0.1%	125
2023 Q3	$46.3M	Buy	928,465 +808,735	+675%	+$42.4M	0.72%	23
2023 Q2	$6.26M	Buy	119,730 +5,625	+5%	+$280K	0.1%	134
2023 Q1	$5.71M	Buy	114,105 +8,010	+8%	+$408K	0.1%	137
2022 Q4	$5.13M	Buy	106,095 +18,760	+21%	+$906K	0.09%	145
2022 Q3	$3.83M	Buy	87,335 +34,920	+67%	+$1.69M	0.08%	163
2022 Q2	$2.37M	Buy	52,415 +8,775	+20%	+$433K	0.05%	239
2022 Q1	$2.34M	Sell	43,640 -16,880	-28%	-$899K	0.04%	250
2021 Q4	$3.43M	Buy	60,520 +10,755	+22%	+$599K	0.06%	181
2021 Q3	$2.62M	Buy	49,765 +1,420	+3%	+$76.4K	0.05%	193
2021 Q2	$2.6M	Sell	48,345 -5,055	-9%	-$273K	0.06%	186
2021 Q1	$2.78M	Sell	53,400 -2,800	-5%	-$140K	0.07%	147
2020 Q4	$2.58M	Buy	56,200 +22,850	+69%	+$963K	0.07%	125
2020 Q3	$1.24M	Buy	33,350 +2,460	+8%	+$92K	0.04%	197
2020 Q2	$1.1M	Buy	+30,890	New	+$1.03M	0.04%	181
2020 Q1	–	Sell	-551,210	Closed	-$22.7M	–	429
2019 Q4	$22.7M	Buy	551,210 +12,145	+2%	+$481K	0.94%	22
2019 Q3	$20.8M	Buy	+539,065	New	+$20.7M	0.98%	23
2019 Q2	–	Sell	-741,780	Closed	-$28.5M	–	344
2019 Q1	$28.5M	Buy	+741,780	New	+$27.4M	1.56%	20
2017 Q3	–	Sell	-456,765	Closed	-$15.9M	–	168
2017 Q2	$15.9M	Buy	+456,765	New	+$15.8M	1.74%	19
2016 Q3	–	Sell	-214,740	Closed	-$6.43M	–	67
2016 Q2	$6.43M	Buy	214,740 +40,285	+23%	+$1.18M	1.1%	24
2016 Q1	$5.05M	Buy	174,455 +79,715	+84%	+$2.13M	0.96%	25
2015 Q4	$2.64M	Buy	94,740 +40,615	+75%	+$1.16M	0.56%	24
2015 Q3	$1.48M	Buy	+54,125	New	+$1.57M	0.36%	25

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Park Avenue Securities's IJH Position: Q2 2026 in Review

Park Avenue Securities opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 341,491 shares worth $26.3M. The stake represents 0.16% of the portfolio and ranks #103 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in IJH as recently as Q4 2025.

Park Avenue Securities first reported a position in IJH in Q3 2015 and has held it in 32 quarters since. The position peaked at $46.3M in Q3 2023. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Park Avenue Securities held 341,491 shares of iShares Core S&P Mid-Cap ETF worth $26.3M as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Park Avenue Securities position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Park Avenue Securities's portfolio in Q2 2026, its #103 holding.
Park Avenue Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 32 quarters since.
Park Avenue Securities's iShares Core S&P Mid-Cap ETF position peaked at $46.3M in Q3 2023.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.