PFG Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PFG Investments’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	$1.9M	Buy	24,644 +4,115	+20%	+$302K	0.07%	234
2026 Q1	$1.39M	Buy	20,529 +140	+0.7%	+$9.71K	0.06%	274
2025 Q4	$1.35M	Buy	20,389 +966	+5%	+$63.3K	0.06%	270
2025 Q3	$1.27M	Sell	19,423 -1,484	-7%	-$95.4K	0.07%	269
2025 Q2	$1.3M	Sell	20,907 -2,162	-9%	-$127K	0.08%	240
2025 Q1	$1.35M	Buy	23,069 +6,175	+37%	+$383K	0.09%	221
2024 Q4	$1.05M	Buy	16,894 +963	+6%	+$61.8K	0.07%	281
2024 Q3	$993K	Buy	15,931 +3,298	+26%	+$199K	0.06%	304
2024 Q2	$739K	Sell	12,633 -47,863	-79%	-$2.81M	0.05%	333
2024 Q1	$3.67M	Buy	60,496 +53,521	+767%	+$3.03M	0.22%	90
2023 Q4	$387K	Sell	6,975 -235	-3%	-$11.9K	0.07%	299
2023 Q3	$360K	Sell	7,210 -215	-3%	-$11.3K	0.07%	315
2023 Q2	$388K	Sell	7,425 -2,205	-23%	-$110K	0.07%	312
2023 Q1	$482K	Buy	+9,630	New	+$491K	0.1%	243

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

PFG Investments's IJH Position: Q2 2026 in Review

PFG Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q2 2026, buying an estimated $302K and bringing the position to 24,644 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #234.

PFG Investments first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.67M in Q1 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

PFG Investments held 24,644 shares of iShares Core S&P Mid-Cap ETF worth $1.9M as of Q2 2026.
PFG Investments bought 4,115 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $302K.
iShares Core S&P Mid-Cap ETF made up 0.07% of PFG Investments's portfolio in Q2 2026, its #234 holding.
PFG Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's iShares Core S&P Mid-Cap ETF position peaked at $3.67M in Q1 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.