Pin Oak Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pin Oak Investment Advisors’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	$55K	Hold	809	–	–	0.04%	200
2025 Q4	$58K	Hold	809	–	–	0.04%	200
2025 Q3	$52.8K	Sell	809 -13,250	-94%	-$852K	0.04%	202
2025 Q2	$820K	Buy	14,059 +13,250	+1,638%	+$778K	0.69%	30
2025 Q1	$818K	Hold	809	–	–	0.62%	32
2024 Q4	$50K	Hold	809	–	–	0.05%	182
2024 Q3	$50K	Buy	809 +464	+134%	+$28K	0.05%	183
2024 Q2	$20K	Sell	345 -345	-50%	-$20.3K	0.02%	261
2024 Q1	$42K	Hold	690	–	–	0.04%	182
2023 Q4	$38K	Hold	690	–	–	0.04%	191
2023 Q3	$35K	Hold	690	–	–	0.04%	188
2023 Q2	$36K	Hold	690	–	–	0.04%	194
2023 Q1	$35K	Hold	690	–	–	0.04%	184
2022 Q4	$33K	Buy	+690	New	+$33.3K	0.04%	172

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pin Oak Investment Advisors's IJH Position: Q1 2026 in Review

Pin Oak Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 809 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #200.

Pin Oak Investment Advisors first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $820K in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Pin Oak Investment Advisors held 809 shares of iShares Core S&P Mid-Cap ETF worth $55K as of Q1 2026.
Pin Oak Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #200 holding.
Pin Oak Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Pin Oak Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $820K in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.