PKS Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PKS Advisory Services’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 Q3	$23.1M	Hold	300,185	–	–	3.71%	5
2026 Q2	$23.1M	Sell	300,185 -983	-0.3%	-$72.1K	3.69%	5
2026 Q1	$20.4M	Buy	301,168 +592	+0.2%	+$41.1K	4.73%	4
2025 Q4	$19.8M	Sell	300,576 -3,620	-1%	-$237K	4.52%	4
2025 Q3	$19.9M	Sell	304,196 -1,108	-0.4%	-$71.2K	4.15%	6
2025 Q2	$18.9M	Buy	305,304 +1,153	+0.4%	+$67.7K	4.67%	4
2025 Q1	$17.7M	Buy	304,151 +9,586	+3%	+$595K	4.86%	4
2024 Q4	$18.4M	Buy	+294,565	New	+$18.9M	4.59%	6

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

PKS Advisory Services's IJH Position: Q3 2026 in Review

PKS Advisory Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 300,185 shares worth $23.1M. The position accounts for 3.71% of the portfolio, ranked #5.

PKS Advisory Services first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. 1,203 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

PKS Advisory Services held 300,185 shares of iShares Core S&P Mid-Cap ETF worth $23.1M as of Q3 2026.
PKS Advisory Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 3.71% of PKS Advisory Services's portfolio in Q3 2026, its #5 holding.
PKS Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
1,203 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.