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PFS Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PFS Partners’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 		$16.4K Buy
213
+1
+0.5% +$73 0.01% 325
2026
Q1 		$14.3K Hold
212
– – 0.01% 314
2025
Q4 		$14K Buy
212
+1
+0.5% +$66 0.01% 318
2025
Q3 		$13.8K Hold
211
– – 0.01% 307
2025
Q2 		$13.1K Buy
211
+1
+0.5% +$59 0.01% 283
2025
Q1 		$12.3K Hold
210
– – 0.01% 272
2024
Q4 		$13.1K Buy
210
+1
+0.5% +$64 0.01% 262
2024
Q3 		$13K Hold
209
– – 0.01% 256
2024
Q2 		$12.2K Buy
209
+1
+0.5% +$59 0.01% 244
2024
Q1 		$12.6K Sell
208
-7
-3% -$396 0.01% 250
2023
Q4 		$11.8K Buy
215
+5
+2% +$254 0.01% 253
2023
Q3 		$10.6K Sell
210
-950
-82% -$49.8K 0.01% 242
2023
Q2 		$60.7K Buy
1,160
+950
+452% +$47.2K 0.05% 94
2023
Q1 		$10.6K Hold
210
– – 0.01% 213
2022
Q4 		$10.2K Hold
210
– – 0.01% 207
2022
Q3 		$9.21K Hold
210
– – 0.01% 204
2022
Q2 		$9.46K Hold
210
– – 0.01% 202
2022
Q1 		$11.2K Hold
210
– – 0.01% 204
2021
Q4 		$11.8K Buy
+210
New +$11.7K 0.01% 194

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

PFS Partners's IJH Position: Q2 2026 in Review

PFS Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.47% in Q2 2026, buying an estimated $73 and bringing the position to 213 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #325.

PFS Partners first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $60.7K in Q2 2023. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • PFS Partners held 213 shares of iShares Core S&P Mid-Cap ETF worth $16.4K as of Q2 2026.
  • PFS Partners bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of PFS Partners's portfolio in Q2 2026, its #325 holding.
  • PFS Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • PFS Partners's iShares Core S&P Mid-Cap ETF position peaked at $60.7K in Q2 2023.
  • 815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.