Pinney & Scofield’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pinney & Scofield’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	$985K	Hold	12,780	–	–	0.48%	25
2026 Q1	$863K	Hold	12,780	–	–	0.47%	24
2025 Q4	$843K	Hold	12,780	–	–	0.48%	24
2025 Q3	$834K	Hold	12,780	–	–	0.52%	24
2025 Q2	$793K	Hold	12,780	–	–	0.54%	24
2025 Q1	$746K	Hold	12,780	–	–	0.54%	24
2024 Q4	$796K	Buy	+12,780	New	+$820K	0.6%	24

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

Pinney & Scofield's IJH Position: Q2 2026 in Review

Pinney & Scofield held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 12,780 shares worth $985K. The position accounts for 0.48% of the portfolio, ranked #25.

Pinney & Scofield first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,742 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pinney & Scofield held 12,780 shares of iShares Core S&P Mid-Cap ETF worth $985K as of Q2 2026.
Pinney & Scofield left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.48% of Pinney & Scofield's portfolio in Q2 2026, its #25 holding.
Pinney & Scofield first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,742 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.