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

Perennial Investment 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 		$3.47M Buy
45,021
+600
+1% +$44K 0.23% 87
2026
Q1 		$3M Sell
44,421
-4,704
-10% -$326K 0.24% 88
2025
Q4 		$3.24M Sell
49,125
-2,701
-5% -$177K 0.26% 80
2025
Q3 		$3.38M Sell
51,826
-654
-1% -$42K 0.28% 72
2025
Q2 		$3.25M Sell
52,480
-1,618
-3% -$95K 0.31% 67
2025
Q1 		$3.16M Sell
54,098
-4,229
-7% -$263K 0.36% 54
2024
Q4 		$3.63M Sell
58,327
-3,657
-6% -$235K 0.43% 50
2024
Q3 		$3.86M Buy
61,984
+200
+0.3% +$12.1K 0.5% 44
2024
Q2 		$3.62M Buy
61,784
+3,447
+6% +$203K 0.52% 43
2024
Q1 		$3.54M Buy
58,337
+2,607
+5% +$148K 0.54% 41
2023
Q4 		$3.09M Buy
55,730
+3,685
+7% +$187K 0.51% 43
2023
Q3 		$2.6M Buy
52,045
+1,190
+2% +$62.4K 0.47% 52
2023
Q2 		$2.66M Buy
50,855
+50
+0.1% +$2.48K 0.47% 48
2023
Q1 		$2.54M Buy
50,805
+39,130
+335% +$1.99M 0.47% 50
2022
Q4 		$565K Hold
11,675
– – 0.23% 88
2022
Q3 		$512K Buy
11,675
+5,915
+103% +$286K 0.23% 86
2022
Q2 		$263K Sell
5,760
-90
-2% -$4.44K 0.1% 154
2022
Q1 		$313K Buy
5,850
+195
+3% +$10.4K 0.1% 163
2021
Q4 		$321K Sell
5,655
-995
-15% -$55.4K 0.1% 164
2021
Q3 		$349K Buy
6,650
+695
+12% +$37.4K 0.12% 153
2021
Q2 		$320K Hold
5,955
– – 0.12% 152
2021
Q1 		$310K Hold
5,955
– – 0.12% 140
2020
Q4 		$274K Sell
5,955
-285
-5% -$12K 0.12% 128
2020
Q3 		$230K Sell
6,240
-200
-3% -$7.48K 0.12% 128
2020
Q2 		$229K Sell
6,440
-900
-12% -$29.9K 0.16% 112
2020
Q1 		$211K Sell
7,340
-1,320
-15% -$49.1K 0.19% 109
2019
Q4 		$357K Buy
+8,660
New +$343K 0.28% 81

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

Perennial Investment Advisors's IJH Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, buying an estimated $44K and bringing the position to 45,021 shares worth $3.47M. The position accounts for 0.23% of the portfolio, ranked #87.

Perennial Investment Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.86M in Q3 2024. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Perennial Investment Advisors held 45,021 shares of iShares Core S&P Mid-Cap ETF worth $3.47M as of Q2 2026.
  • Perennial Investment Advisors bought 600 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $44K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Perennial Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Perennial Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.86M in Q3 2024.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.