Pension & Wealth Management Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pension & Wealth Management Advisors’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	$4M	Sell	51,864 -415	-0.8%	-$30.4K	1.08%	14
2026 Q1	$3.53M	Sell	52,279 -2,252	-4%	-$156K	1.05%	15
2025 Q4	$3.6M	Sell	54,531 -20,301	-27%	-$1.33M	1.07%	14
2025 Q3	$4.88M	Sell	74,832 -659	-0.9%	-$42.4K	1.54%	11
2025 Q2	$4.68M	Sell	75,491 -618	-0.8%	-$36.3K	1.57%	12
2025 Q1	$4.44M	Buy	76,109 +22,442	+42%	+$1.39M	1.65%	11
2024 Q4	$3.34M	Buy	53,667 +46,497	+648%	+$2.98M	1.34%	12
2024 Q3	$447K	Hold	7,170	–	–	0.23%	60
2024 Q2	$420K	Hold	7,170	–	–	0.24%	56
2024 Q1	$436K	Hold	7,170	–	–	0.29%	58
2023 Q4	$397K	Hold	7,170	–	–	0.25%	54
2023 Q3	$358K	Hold	7,170	–	–	0.26%	54
2023 Q2	$375K	Hold	7,170	–	–	0.28%	51
2023 Q1	$359K	Hold	7,170	–	–	0.28%	47
2022 Q4	$347K	Buy	+7,170	New	+$346K	0.3%	45

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pension & Wealth Management Advisors's IJH Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.79% in Q2 2026, selling an estimated $30.4K and leaving 51,864 shares worth $4M. The position accounts for 1.08% of the portfolio, ranked #14.

Pension & Wealth Management Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.88M in Q3 2025. 2,645 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pension & Wealth Management Advisors held 51,864 shares of iShares Core S&P Mid-Cap ETF worth $4M as of Q2 2026.
Pension & Wealth Management Advisors sold 415 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $30.4K.
iShares Core S&P Mid-Cap ETF made up 1.08% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #14 holding.
Pension & Wealth Management Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.88M in Q3 2025.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.