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 Q3	$15.3K	Hold	213	–	–	0.01%	350
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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

PFS Partners's IJH Position: Q3 2026 in Review

PFS Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 213 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #350.

PFS Partners first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $60.7K in Q2 2023. 1,115 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

PFS Partners held 213 shares of iShares Core S&P Mid-Cap ETF worth $15.3K as of Q3 2026.
PFS Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of PFS Partners's portfolio in Q3 2026, its #350 holding.
PFS Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
PFS Partners's iShares Core S&P Mid-Cap ETF position peaked at $60.7K in Q2 2023.
1,115 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.