PCM
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Pennsylvania Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pennsylvania Capital Management’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 		$9.13M Buy
118,382
+416
+0.4% +$30.5K 2.31% 13
2026
Q1 		$7.97M Sell
117,966
-523
-0.4% -$36.3K 2.28% 13
2025
Q4 		$7.82M Sell
118,489
-2,773
-2% -$182K 2.14% 13
2025
Q3 		$7.91M Buy
121,262
+1,948
+2% +$125K 2.3% 13
2025
Q2 		$7.4M Buy
119,314
+566
+0.5% +$33.2K 2.37% 12
2025
Q1 		$6.93M Buy
118,748
+1,750
+1% +$109K 2.54% 10
2024
Q4 		$7.29M Buy
116,998
+7,139
+6% +$458K 2.5% 9
2024
Q3 		$6.85M Buy
109,859
+8,383
+8% +$506K 2.46% 9
2024
Q2 		$5.94M Buy
101,476
+1,738
+2% +$102K 2.28% 10
2024
Q1 		$6.06M Sell
99,738
-6,307
-6% -$357K 2.5% 9
2023
Q4 		$5.88M Sell
106,045
-1,055
-1% -$53.5K 2.33% 10
2023
Q3 		$5.34M Sell
107,100
-460
-0.4% -$24.1K 2.22% 10
2023
Q2 		$5.62M Buy
107,560
+10,755
+11% +$535K 2.41% 8
2023
Q1 		$4.84M Buy
96,805
+6,130
+7% +$312K 2.34% 9
2022
Q4 		$4.6M Sell
90,675
-4,575
-5% -$221K 2.43% 9
2022
Q3 		$4.18M Buy
95,250
+2,565
+3% +$124K 2.31% 6
2022
Q2 		$4.19M Sell
92,685
-6,530
-7% -$322K 2.22% 9
2022
Q1 		$5.33M Sell
99,215
-590
-0.6% -$31.4K 2.27% 10
2021
Q4 		$5.65M Sell
99,805
-2,420
-2% -$135K 1.93% 10
2021
Q3 		$5.7M Sell
102,225
-3,395
-3% -$183K 2.54% 8
2021
Q2 		$5.7M Buy
105,620
+15,555
+17% +$840K 2.8% 8
2021
Q1 		$4.69M Buy
90,065
+3,980
+5% +$199K 2.75% 7
2020
Q4 		$4.16M Sell
86,085
-16,415
-16% -$692K 2.72% 7
2020
Q3 		$3.97M Buy
+102,500
New +$3.83M 3.11% 6
2020
Q2 		– Sell
-161,045
Closed -$4.29M – 127
2020
Q1 		$4.29M Sell
161,045
-11,250
-7% -$418K 5.53% 5
2019
Q4 		$7.09M Buy
+172,295
New +$6.83M 6.72% 5

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

Pennsylvania Capital Management's IJH Position: Q2 2026 in Review

Pennsylvania Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.35% in Q2 2026, buying an estimated $30.5K and bringing the position to 118,382 shares worth $9.13M. The position accounts for 2.31% of the portfolio, ranked #13.

Pennsylvania Capital Management first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Pennsylvania Capital Management held 118,382 shares of iShares Core S&P Mid-Cap ETF worth $9.13M as of Q2 2026.
  • Pennsylvania Capital Management bought 416 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Core S&P Mid-Cap ETF made up 2.31% of Pennsylvania Capital Management's portfolio in Q2 2026, its #13 holding.
  • Pennsylvania Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.