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

Pennington Partners & Co’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 		$707K Sell
9,174
-58
-0.6% -$4.26K 0.23% 55
2026
Q1 		$623K Buy
+9,232
New +$640K 0.21% 57

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pennington Partners & Co's IJH Position: Q2 2026 in Review

Pennington Partners & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.63% in Q2 2026, selling an estimated $4.26K and leaving 9,174 shares worth $707K. The position accounts for 0.23% of the portfolio, ranked #55.

Pennington Partners & Co first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Pennington Partners & Co held 9,174 shares of iShares Core S&P Mid-Cap ETF worth $707K as of Q2 2026.
  • Pennington Partners & Co sold 58 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.26K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Pennington Partners & Co's portfolio in Q2 2026, its #55 holding.
  • Pennington Partners & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.