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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinney & Scofield's IJH Position: Q1 2026 in Review

Pinney & Scofield held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 12,780 shares worth $863K. The position accounts for 0.47% of the portfolio, ranked #24.

Pinney & Scofield first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Pinney & Scofield held 12,780 shares of iShares Core S&P Mid-Cap ETF worth $863K as of Q1 2026.
  • Pinney & Scofield left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.47% of Pinney & Scofield's portfolio in Q1 2026, its #24 holding.
  • Pinney & Scofield first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.