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Petix & Botte Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Petix & Botte Financial’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 		$10.5M Sell
77,619
-87,132
-53% -$6.04M 2.34% 15
2025
Q4 		$10.9M Sell
164,751
-18,355
-10% -$1.2M 2.47% 15
2025
Q3 		$11.9M Sell
183,106
-12,118
-6% -$779K 2.76% 11
2025
Q2 		$12.1M Sell
195,224
-8,188
-4% -$481K 2.97% 11
2025
Q1 		$11.9M Sell
203,412
-31,534
-13% -$1.96M 3.13% 11
2024
Q4 		$14.6M Sell
234,946
-74,287
-24% -$4.76M 3.85% 7
2024
Q3 		$19.3M Buy
309,233
+8,010
+3% +$483K 5.13% 6
2024
Q2 		$17.6M Buy
301,223
+28,996
+11% +$1.7M 4.99% 5
2024
Q1 		$16.5M Sell
272,227
-40,408
-13% -$2.29M 4.11% 3
2023
Q4 		$17.3M Buy
312,635
+3,385
+1% +$172K 5.1% 7
2023
Q3 		$15.4M Buy
309,250
+3,555
+1% +$186K 4.86% 8
2023
Q2 		$16M Buy
305,695
+159,900
+110% +$7.95M 4.96% 8
2023
Q1 		$7.29M Buy
+145,795
New +$7.43M 4.92% 8
2022
Q3 		$6.11M Buy
139,275
+1,485
+1% +$71.8K 4.65% 8
2022
Q2 		$6.23M Sell
137,790
-138,720
-50% -$6.85M 4.59% 8
2022
Q1 		$14.8M Buy
276,510
+146,590
+113% +$7.8M 4.58% 8
2021
Q4 		$7.36M Sell
129,920
-119,395
-48% -$6.65M 4.68% 8
2021
Q3 		$13.1M Buy
249,315
+133,135
+115% +$7.16M 4.45% 8
2021
Q2 		$6.24M Sell
116,180
-80
-0.1% -$4.32K 4.35% 8
2021
Q1 		$6.05M Sell
116,260
-615
-0.5% -$30.7K 4.47% 8
2020
Q4 		$5.37M Sell
116,875
-2,835
-2% -$119K 4.02% 9
2020
Q3 		$4.45M Sell
119,710
-103,010
-46% -$3.85M 3.55% 10
2020
Q2 		$4.05M Buy
222,720
+115,905
+109% +$3.85M 3.33% 9
2020
Q1 		$3.07M Buy
106,815
+8,405
+9% +$312K 2.99% 11
2019
Q4 		$4.04M Buy
+98,410
New +$3.9M 3.18% 10

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

Petix & Botte Financial's IJH Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 53% in Q1 2026, selling an estimated $6.04M and leaving 77,619 shares worth $10.5M. The position accounts for 2.34% of the portfolio, ranked #15.

Petix & Botte Financial first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. The position peaked at $19.3M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Petix & Botte Financial held 77,619 shares of iShares Core S&P Mid-Cap ETF worth $10.5M as of Q1 2026.
  • Petix & Botte Financial sold 87,132 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $6.04M.
  • iShares Core S&P Mid-Cap ETF made up 2.34% of Petix & Botte Financial's portfolio in Q1 2026, its #15 holding.
  • Petix & Botte Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's iShares Core S&P Mid-Cap ETF position peaked at $19.3M in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.