PVI
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Pine Valley Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pine Valley Investments’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 		$1.85M Sell
24,048
-332
-1% -$24.4K 0.07% 231
2026
Q1 		$1.65M Buy
24,380
+1,377
+6% +$95.5K 0.08% 229
2025
Q4 		$1.52M Buy
23,003
+222
+1% +$14.5K 0.07% 226
2025
Q3 		$1.49M Sell
22,781
-1,411
-6% -$90.7K 0.07% 233
2025
Q2 		$1.5M Buy
24,192
+1,229
+5% +$72.1K 0.08% 218
2025
Q1 		$1.34M Buy
22,963
+16
+0.1% +$994 0.08% 224
2024
Q4 		$1.43M Buy
22,947
+27
+0.1% +$1.73K 0.09% 205
2024
Q3 		$1.43M Sell
22,920
-515
-2% -$31.1K 0.09% 207
2024
Q2 		$1.37M Sell
23,435
-628
-3% -$36.9K 0.09% 203
2024
Q1 		$1.46M Buy
24,063
+2,523
+12% +$143K 0.1% 191
2023
Q4 		$1.19M Sell
21,540
-65
-0.3% -$3.3K 0.09% 201
2023
Q3 		$1.08M Sell
21,605
-500
-2% -$26.2K 0.1% 203
2023
Q2 		$1.16M Buy
22,105
+1,360
+7% +$67.6K 0.11% 176
2023
Q1 		$887K Buy
+20,745
New +$1.06M 0.13% 143

Other funds holding IJH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Pine Valley Investments's IJH Position: Q2 2026 in Review

Pine Valley Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, selling an estimated $24.4K and leaving 24,048 shares worth $1.85M. The position accounts for 0.07% of the portfolio, ranked #231.

Pine Valley Investments first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 1,703 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Pine Valley Investments held 24,048 shares of iShares Core S&P Mid-Cap ETF worth $1.85M as of Q2 2026.
  • Pine Valley Investments sold 332 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $24.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Pine Valley Investments's portfolio in Q2 2026, its #231 holding.
  • Pine Valley Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,703 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.