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Pollock Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pollock Investment Advisors’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
2025
Q4 		$358K Sell
5,425
-750
-12% -$49.1K 0.26% 34
2025
Q3 		$403K Hold
6,175
– – 0.32% 33
2025
Q2 		$383K Hold
6,175
– – 0.31% 33
2025
Q1 		$360K Hold
6,175
– – 0.29% 35
2024
Q4 		$385K Buy
+6,175
New +$396K 0.31% 33

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pollock Investment Advisors's IJH Position: Q4 2025 in Review

Pollock Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q4 2025, selling an estimated $49.1K and leaving 5,425 shares worth $358K. The position accounts for 0.26% of the portfolio, ranked #34.

Pollock Investment Advisors first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. The position peaked at $403K in Q3 2025. 2,644 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Pollock Investment Advisors held 5,425 shares of iShares Core S&P Mid-Cap ETF worth $358K as of Q4 2025.
  • Pollock Investment Advisors sold 750 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $49.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of Pollock Investment Advisors's portfolio in Q4 2025, its #34 holding.
  • Pollock Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Pollock Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $403K in Q3 2025.
  • 2,644 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.