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

PFG Private Wealth Management’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	$4.99M	Sell	64,756 -9,003	-12%	-$661K	2.16%	14
2026 Q1	$4.98M	Buy	73,759 +1,486	+2%	+$103K	2.11%	14
2025 Q4	$4.77M	Buy	+72,273	New	+$4.73M	2.09%	15
2025 Q3	–	Sell	-67,480	Closed	-$4.19M	–	140
2025 Q2	$4.19M	Buy	67,480 +1,287	+2%	+$75.5K	2.16%	15
2025 Q1	$3.86M	Sell	66,193 -12,909	-16%	-$802K	2.09%	15
2024 Q4	$4.93M	Buy	79,102 +910	+1%	+$58.4K	2.81%	15
2024 Q3	$4.87M	Buy	78,192 +2,402	+3%	+$145K	2.82%	18
2024 Q2	$4.44M	Buy	75,790 +432	+0.6%	+$25.4K	2.69%	16
2024 Q1	$4.58M	Sell	75,358 -627	-0.8%	-$35.5K	2.88%	15
2023 Q4	$4.21M	Buy	75,985 +10,655	+16%	+$540K	2.83%	14
2023 Q3	$3.26M	Sell	65,330 -27,490	-30%	-$1.44M	2.42%	13
2023 Q2	$4.85M	Buy	92,820 +3,190	+4%	+$159K	2.86%	13
2023 Q1	$4.48M	Buy	89,630 +2,050	+2%	+$104K	2.85%	13
2022 Q4	$4.24M	Buy	87,580 +2,010	+2%	+$97.1K	2.63%	13
2022 Q3	$3.75M	Buy	85,570 +3,880	+5%	+$188K	2.46%	14
2022 Q2	$3.7M	Sell	81,690 -9,805	-11%	-$484K	2.07%	19
2022 Q1	$4.91M	Buy	91,495 +2,865	+3%	+$153K	2.52%	16
2021 Q4	$5.02M	Buy	+88,630	New	+$4.93M	2.59%	14

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

PFG Private Wealth Management's IJH Position: Q2 2026 in Review

PFG Private Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, selling an estimated $661K and leaving 64,756 shares worth $4.99M. The position accounts for 2.16% of the portfolio, ranked #14.

PFG Private Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.02M in Q4 2021. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

PFG Private Wealth Management held 64,756 shares of iShares Core S&P Mid-Cap ETF worth $4.99M as of Q2 2026.
PFG Private Wealth Management sold 9,003 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $661K.
iShares Core S&P Mid-Cap ETF made up 2.16% of PFG Private Wealth Management's portfolio in Q2 2026, its #14 holding.
PFG Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
PFG Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $5.02M in Q4 2021.
1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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