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

Pettinga Financial 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	$8.67M	Sell	112,454 -549	-0.5%	-$40.3K	1.39%	24
2026 Q1	$7.63M	Buy	113,003 +1,355	+1%	+$94K	1.44%	20
2025 Q4	$7.37M	Buy	111,648 +1,933	+2%	+$127K	1.4%	21
2025 Q3	$7.16M	Buy	109,715 +225	+0.2%	+$14.5K	1.4%	22
2025 Q2	$6.79M	Buy	109,490 +96	+0.1%	+$5.63K	1.49%	23
2025 Q1	$6.38M	Buy	109,394 +1,731	+2%	+$107K	1.5%	23
2024 Q4	$6.71M	Buy	107,663 +365	+0.3%	+$23.4K	1.52%	20
2024 Q3	$6.69M	Buy	107,298 +2,256	+2%	+$136K	1.58%	19
2024 Q2	$6.15M	Buy	105,042 +1,915	+2%	+$113K	1.54%	20
2024 Q1	$6.26M	Sell	103,127 -3,118	-3%	-$177K	1.6%	20
2023 Q4	$5.89M	Sell	106,245 -85,735	-45%	-$4.35M	1.58%	16
2023 Q3	$9.57M	Buy	191,980 +82,650	+76%	+$4.33M	2.89%	9
2023 Q2	$5.72M	Sell	109,330 -5,760	-5%	-$286K	1.7%	17
2023 Q1	$5.76M	Sell	115,090 -12,685	-10%	-$646K	1.8%	18
2022 Q4	$6.18M	Buy	127,775 +1,260	+1%	+$60.9K	2.02%	13
2022 Q3	$5.55M	Buy	126,515 +3,735	+3%	+$181K	1.91%	14
2022 Q2	$5.55M	Buy	122,780 +3,105	+3%	+$153K	1.67%	18
2022 Q1	$6.42M	Buy	119,675 +1,825	+2%	+$97.2K	1.61%	17
2021 Q4	$6.67M	Sell	117,850 -12,085	-9%	-$673K	1.62%	16
2021 Q3	$6.84M	Buy	129,935 +3,075	+2%	+$165K	1.74%	17
2021 Q2	$6.82M	Sell	126,860 -10,185	-7%	-$550K	1.83%	18
2021 Q1	$7.13M	Sell	137,045 -12,665	-8%	-$632K	2.08%	15
2020 Q4	$6.88M	Sell	149,710 -9,930	-6%	-$418K	2.46%	13
2020 Q3	$5.92M	Sell	159,640 -6,935	-4%	-$259K	2.51%	14
2020 Q2	$5.92M	Sell	166,575 -27,560	-14%	-$915K	2.86%	11
2020 Q1	$5.59M	Sell	194,135 -52,745	-21%	-$1.96M	3.77%	10
2019 Q4	$10.2M	Buy	246,880 +9,470	+4%	+$375K	5.42%	5
2019 Q3	$9.18M	Sell	237,410 -10,245	-4%	-$394K	4.95%	6
2019 Q2	$9.62M	Sell	247,655 -6,335	-2%	-$243K	5%	6
2019 Q1	$9.62M	Sell	253,990 -141,050	-36%	-$5.21M	5.15%	6
2018 Q4	$13.1M	Buy	+395,040	New	+$14.4M	8.62%	2

Other funds holding IJH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Pettinga Financial Advisors's IJH Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.49% in Q2 2026, selling an estimated $40.3K and leaving 112,454 shares worth $8.67M. The position accounts for 1.39% of the portfolio, ranked #24.

Pettinga Financial Advisors first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.1M in Q4 2018. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pettinga Financial Advisors held 112,454 shares of iShares Core S&P Mid-Cap ETF worth $8.67M as of Q2 2026.
Pettinga Financial Advisors sold 549 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $40.3K.
iShares Core S&P Mid-Cap ETF made up 1.39% of Pettinga Financial Advisors's portfolio in Q2 2026, its #24 holding.
Pettinga Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $13.1M in Q4 2018.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.