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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

PKS Advisory Services's IJH Position: Q1 2026 in Review

PKS Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q1 2026, buying an estimated $41.1K and bringing the position to 301,168 shares worth $20.4M. The position accounts for 4.73% of the portfolio, ranked #4.

PKS Advisory Services 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.

  • PKS Advisory Services held 301,168 shares of iShares Core S&P Mid-Cap ETF worth $20.4M as of Q1 2026.
  • PKS Advisory Services bought 592 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $41.1K.
  • iShares Core S&P Mid-Cap ETF made up 4.73% of PKS Advisory Services's portfolio in Q1 2026, its #4 holding.
  • PKS Advisory Services 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 PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.