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PAX Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PAX Financial Group’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 		$565K Sell
8,374
-9,161
-52% -$635K 0.1% 110
2025
Q4 		$1.16M Buy
17,535
+580
+3% +$38K 0.2% 82
2025
Q3 		$1.11M Sell
16,955
-332
-2% -$21.3K 0.2% 84
2025
Q2 		$1.07M Sell
17,287
-2,889
-14% -$170K 0.2% 86
2025
Q1 		$1.18M Buy
20,176
+140
+0.7% +$8.69K 0.21% 95
2024
Q4 		$1.25M Sell
20,036
-184
-0.9% -$11.8K 0.22% 84
2024
Q3 		$1.26M Buy
20,220
+8,154
+68% +$492K 0.23% 81
2024
Q2 		$706K Buy
12,066
+742
+7% +$43.6K 0.14% 135
2024
Q1 		$688K Sell
11,324
-296
-3% -$16.8K 0.14% 140
2023
Q4 		$646K Sell
11,620
-22,955
-66% -$1.16M 0.13% 149
2023
Q3 		$1.72M Buy
34,575
+28,600
+479% +$1.5M 0.39% 51
2023
Q2 		$312K Buy
5,975
+210
+4% +$10.4K 0.07% 176
2023
Q1 		$288K Sell
5,765
-40
-0.7% -$2.04K 0.07% 171
2022
Q4 		$281K Sell
5,805
-365
-6% -$17.6K 0.07% 184
2022
Q3 		$271K Buy
6,170
+780
+14% +$37.7K 0.07% 154
2022
Q2 		$244K Buy
5,390
+170
+3% +$8.39K 0.06% 155
2022
Q1 		$280K Buy
5,220
+235
+5% +$12.5K 0.06% 174
2021
Q4 		$282K Buy
4,985
+125
+3% +$6.96K 0.06% 175
2021
Q3 		$256K Buy
4,860
+265
+6% +$14.3K 0.06% 157
2021
Q2 		$247K Buy
4,595
+55
+1% +$2.97K 0.06% 156
2021
Q1 		$236K Sell
4,540
-270
-6% -$13.5K 0.07% 156
2020
Q4 		$221K Sell
4,810
-1,105
-19% -$46.6K 0.07% 124
2020
Q3 		$219K Sell
5,915
-240
-4% -$8.97K 0.08% 120
2020
Q2 		$219K Sell
6,155
-380
-6% -$12.6K 0.08% 122
2020
Q1 		$202K Sell
6,535
-2,055
-24% -$76.4K 0.09% 114
2019
Q4 		$359K Buy
+8,590
New +$340K 0.15% 66

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAX Financial Group's IJH Position: Q1 2026 in Review

PAX Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 52% in Q1 2026, selling an estimated $635K and leaving 8,374 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #110.

PAX Financial Group first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.72M in Q3 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • PAX Financial Group held 8,374 shares of iShares Core S&P Mid-Cap ETF worth $565K as of Q1 2026.
  • PAX Financial Group sold 9,161 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $635K.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of PAX Financial Group's portfolio in Q1 2026, its #110 holding.
  • PAX Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $1.72M in Q3 2023.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.