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Piedmont Capital Management (North Carolina)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Piedmont Capital Management (North Carolina)’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
Q1 		$523K Sell
7,750
-8
-0.1% -$555 0.35% 49
2025
Q4 		$512K Buy
+7,758
New +$508K 0.34% 49

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Piedmont Capital Management (North Carolina)'s IJH Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.1% in Q1 2026, selling an estimated $555 and leaving 7,750 shares worth $523K. The position accounts for 0.35% of the portfolio, ranked #49.

Piedmont Capital Management (North Carolina) first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. 2,653 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 7,750 shares of iShares Core S&P Mid-Cap ETF worth $523K as of Q1 2026.
  • Piedmont Capital Management (North Carolina) sold 8 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $555.
  • iShares Core S&P Mid-Cap ETF made up 0.35% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #49 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,653 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.