PIP
IJH icon

Peachtree Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Peachtree Investment Partners’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 		$595K Sell
8,804
-124
-1% -$8.6K 0.23% 50
2025
Q4 		$589K Sell
8,928
-15
-0.2% -$983 0.2% 50
2025
Q3 		$584K Sell
8,943
-117
-1% -$7.52K 0.2% 47
2025
Q2 		$562K Buy
9,060
+18
+0.2% +$1.06K 0.21% 47
2025
Q1 		$528K Sell
9,042
-56
-0.6% -$3.48K 0.21% 46
2024
Q4 		$567K Sell
9,098
-236
-3% -$15.1K 0.21% 43
2024
Q3 		$582K Sell
9,334
-1,926
-17% -$116K 0.22% 44
2024
Q2 		$659K Buy
11,260
+84
+0.8% +$4.93K 0.26% 40
2024
Q1 		$679K Sell
11,176
-1,734
-13% -$98.2K 0.27% 38
2023
Q4 		$716K Sell
12,910
-515
-4% -$26.1K 0.29% 38
2023
Q3 		$669K Buy
13,425
+75
+0.6% +$3.93K 0.34% 35
2023
Q2 		$698K Sell
13,350
-15
-0.1% -$745 0.32% 40
2023
Q1 		$669K Buy
13,365
+30
+0.2% +$1.53K 0.42% 37
2022
Q4 		$645K Sell
13,335
-820
-6% -$39.6K 0.39% 42
2022
Q3 		$621K Sell
14,155
-880
-6% -$42.5K 0.42% 38
2022
Q2 		$680K Sell
15,035
-1,470
-9% -$72.6K 0.42% 37
2022
Q1 		$886K Sell
16,505
-505
-3% -$26.9K 0.41% 41
2021
Q4 		$963K Sell
17,010
-1,160
-6% -$64.6K 0.4% 39
2021
Q3 		$956K Sell
18,170
-795
-4% -$42.8K 0.47% 38
2021
Q2 		$1.02M Buy
18,965
+70
+0.4% +$3.78K 0.5% 35
2021
Q1 		$984K Sell
18,895
-5
-0% -$250 0.57% 32
2020
Q4 		$869K Buy
18,900
+35
+0.2% +$1.48K 0.51% 33
2020
Q3 		$699K Sell
18,865
-2,860
-13% -$107K 0.48% 34
2020
Q2 		$773K Sell
21,725
-1,675
-7% -$55.6K 0.63% 29
2020
Q1 		$673K Sell
23,400
-6,605
-22% -$246K 0.67% 24
2019
Q4 		$1.24M Sell
30,005
-270
-0.9% -$10.7K 0.85% 25
2019
Q3 		$1.17M Sell
30,275
-4,220
-12% -$162K 0.93% 24
2019
Q2 		$1.34M Sell
34,495
-2,310
-6% -$88.5K 1.05% 25
2019
Q1 		$1.39M Sell
36,805
-2,045
-5% -$75.5K 1.18% 25
2018
Q4 		$1.29M Buy
+38,850
New +$1.42M 1.46% 18

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

Peachtree Investment Partners's IJH Position: Q1 2026 in Review

Peachtree Investment Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, selling an estimated $8.6K and leaving 8,804 shares worth $595K. The position accounts for 0.23% of the portfolio, ranked #50.

Peachtree Investment Partners first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.39M in Q1 2019. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Peachtree Investment Partners held 8,804 shares of iShares Core S&P Mid-Cap ETF worth $595K as of Q1 2026.
  • Peachtree Investment Partners sold 124 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Peachtree Investment Partners's portfolio in Q1 2026, its #50 holding.
  • Peachtree Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q1 2019.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.