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

Pasadena 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 Q3	$301K	Buy	+4,184	New	+$316K	0.04%	205

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Pasadena Private Wealth's IJH Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 4,184 shares worth $301K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings.

2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Pasadena Private Wealth held 4,184 shares of iShares Core S&P Mid-Cap ETF worth $301K as of Q3 2026.
iShares Core S&P Mid-Cap ETF was a new Pasadena Private Wealth position in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Pasadena Private Wealth's portfolio in Q3 2026, its #205 holding.
2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.