Pine Ridge Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pine Ridge Advisers’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	$73.5M	Hold	1,088,350	–	–	4.52%	7
2025 Q4	$71.8M	Buy	1,088,350 +189,200	+21%	+$12.4M	4.28%	7
2025 Q3	$58.7M	Buy	899,150 +1,875	+0.2%	+$120K	3.49%	9
2025 Q2	$55.6M	Buy	897,275 +6,135	+0.7%	+$360K	3.5%	9
2025 Q1	$52M	Buy	891,140 +5,745	+0.6%	+$357K	4.45%	7
2024 Q4	$55.2M	Buy	885,395 +10,685	+1%	+$685K	4.91%	6
2024 Q3	$54.5M	Buy	874,710 +19,685	+2%	+$1.19M	5.43%	6
2024 Q2	$50M	Buy	855,025 +38,355	+5%	+$2.25M	5.33%	6
2024 Q1	$49.6M	Buy	816,670 +56,645	+7%	+$3.21M	5.8%	5
2023 Q4	$42.1M	Buy	760,025 +124,075	+20%	+$6.29M	7.42%	4
2023 Q3	$31.7M	Buy	635,950 +121,625	+24%	+$6.37M	6.7%	4
2023 Q2	$26.9M	Buy	514,325 +18,200	+4%	+$905K	5.94%	4
2023 Q1	$24.8M	Buy	496,125 +43,625	+10%	+$2.22M	5.18%	4
2022 Q4	$21.9M	Sell	452,500 -86,900	-16%	-$4.2M	5.8%	4
2022 Q3	$23.7M	Buy	539,400 +24,150	+5%	+$1.17M	7.33%	2
2022 Q2	$23.3M	Buy	515,250 +23,700	+5%	+$1.17M	7.58%	2
2022 Q1	$26.4M	Buy	491,550 +55,450	+13%	+$2.95M	7.18%	2
2021 Q4	$24.7M	Buy	436,100 +54,725	+14%	+$3.05M	6.78%	4
2021 Q3	$20.1M	Buy	381,375 +48,275	+14%	+$2.6M	5.65%	6
2021 Q2	$17.9M	Buy	333,100 +42,375	+15%	+$2.29M	6.02%	6
2021 Q1	$15.1M	Buy	290,725 +41,675	+17%	+$2.08M	5.94%	8
2020 Q4	$11.4M	Buy	+249,050	New	+$10.5M	4.85%	8

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

Pine Ridge Advisers's IJH Position: Q1 2026 in Review

Pine Ridge Advisers held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 1,088,350 shares worth $73.5M. The position accounts for 4.52% of the portfolio, ranked #7.

Pine Ridge Advisers first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Pine Ridge Advisers held 1,088,350 shares of iShares Core S&P Mid-Cap ETF worth $73.5M as of Q1 2026.
Pine Ridge Advisers left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 4.52% of Pine Ridge Advisers's portfolio in Q1 2026, its #7 holding.
Pine Ridge Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pine Ridge Advisers's 13F filing for Q1 2026, filed 18 May 2026.