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 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 $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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pitti Group Wealth Management's IJH Position: Q1 2026 in Review

Pitti Group Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6% in Q1 2026, buying an estimated $172K and bringing the position to 44,141 shares worth $2.98M. The position accounts for 2.42% of the portfolio, ranked #8.

Pitti Group Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Pitti Group Wealth Management held 44,141 shares of iShares Core S&P Mid-Cap ETF worth $2.98M as of Q1 2026.
Pitti Group Wealth Management bought 2,486 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $172K.
iShares Core S&P Mid-Cap ETF made up 2.42% of Pitti Group Wealth Management's portfolio in Q1 2026, its #8 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 18 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.