Pitti Group Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pitti Group Wealth Management’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	$3.71M	Buy	48,078 +3,937	+9%	+$289K	2.7%	7
2026 Q1	$2.98M	Buy	44,141 +2,486	+6%	+$172K	2.42%	8
2025 Q4	$2.75M	Buy	41,655 +238	+0.6%	+$15.6K	2.26%	9
2025 Q3	$2.7M	Buy	41,417 +1,197	+3%	+$76.9K	2.3%	7
2025 Q2	$2.49M	Buy	40,220 +2,018	+5%	+$118K	2.15%	9
2025 Q1	$2.23M	Buy	38,202 +1,259	+3%	+$78.2K	2.29%	9
2024 Q4	$2.3M	Buy	36,943 +30,034	+435%	+$1.93M	2.33%	9
2024 Q3	$1.91M	Hold	6,909	–	–	2.08%	13
2024 Q2	$1.91M	Sell	6,909 -27,242	-80%	-$1.6M	2.08%	13
2024 Q1	$2.01M	Sell	34,151 -394	-1%	-$22.3K	2.24%	12
2023 Q4	$1.91M	Sell	34,545 -555	-2%	-$28.1K	2.08%	13
2023 Q3	$1.75M	Sell	35,100 -2,450	-7%	-$128K	2%	11
2023 Q2	$1.96M	Buy	37,550 +160	+0.4%	+$7.95K	2.2%	10
2023 Q1	$1.87M	Buy	37,390 +140	+0.4%	+$7.13K	2.09%	11
2022 Q4	$1.8M	Buy	37,250 +1,525	+4%	+$73.7K	2.15%	10
2022 Q3	$1.57M	Buy	35,725 +890	+3%	+$43K	2.16%	11
2022 Q2	$1.58M	Sell	34,835 -370	-1%	-$18.3K	2.15%	10
2022 Q1	$1.89M	Buy	35,205 +4,035	+13%	+$215K	2.2%	10
2021 Q4	$1.76M	Buy	+31,170	New	+$1.74M	1.97%	11

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

Pitti Group Wealth Management's IJH Position: Q2 2026 in Review

Pitti Group Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q2 2026, buying an estimated $289K and bringing the position to 48,078 shares worth $3.71M. The position accounts for 2.7% of the portfolio, ranked #7.

Pitti Group Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pitti Group Wealth Management held 48,078 shares of iShares Core S&P Mid-Cap ETF worth $3.71M as of Q2 2026.
Pitti Group Wealth Management bought 3,937 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $289K.
iShares Core S&P Mid-Cap ETF made up 2.7% of Pitti Group Wealth Management's portfolio in Q2 2026, its #7 holding.
Pitti Group Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.