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

Pineridge 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
2025 Q3	$17.1K	Hold	262	–	–	﹤0.01%	172
2025 Q2	$16.2K	Sell	262 -231	-47%	-$13.6K	0.01%	176
2025 Q1	$28.7K	Buy	493 +70	+17%	+$4.35K	0.01%	149
2024 Q4	$26.4K	Sell	423 -221	-34%	-$14.2K	0.01%	193
2024 Q3	$40.1K	Buy	644 +90	+16%	+$5.43K	0.02%	154
2024 Q2	$32.4K	Sell	554 -1,761	-76%	-$103K	0.01%	173
2024 Q1	$141K	Sell	2,315 -50	-2%	-$2.83K	0.05%	73
2023 Q4	$131K	Buy	+2,365	New	+$120K	0.04%	91

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pineridge Advisors's IJH Position: Q3 2025 in Review

Pineridge Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 262 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Pineridge Advisors first reported a position in IJH in Q4 2023 and has held it in 8 quarters since. The position peaked at $141K in Q1 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Pineridge Advisors held 262 shares of iShares Core S&P Mid-Cap ETF worth $17.1K as of Q3 2025.
Pineridge Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #172 holding.
Pineridge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Core S&P Mid-Cap ETF position peaked at $141K in Q1 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.