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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
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 $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

Perennial Investment Advisors's IJH Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.6% in Q1 2026, selling an estimated $326K and leaving 44,421 shares worth $3M. The position accounts for 0.24% of the portfolio, ranked #88.

Perennial Investment Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.86M in Q3 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Perennial Investment Advisors held 44,421 shares of iShares Core S&P Mid-Cap ETF worth $3M as of Q1 2026.
  • Perennial Investment Advisors sold 4,704 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $326K.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Perennial Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • Perennial Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.86M in Q3 2024.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.