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 Q2	$75K	Buy	973 +164	+20%	+$12K	0.05%	179
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pin Oak Investment Advisors's IJH Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q2 2026, buying an estimated $12K and bringing the position to 973 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #179.

Pin Oak Investment Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $820K in Q2 2025. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pin Oak Investment Advisors held 973 shares of iShares Core S&P Mid-Cap ETF worth $75K as of Q2 2026.
Pin Oak Investment Advisors bought 164 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #179 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 15 quarters since.
Pin Oak Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $820K in Q2 2025.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.