Premier Path Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Premier Path Wealth Partners’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	$4.52M	Buy	62,855 +15,424	+33%	+$1.16M	0.53%	46
2026 Q2	$3.66M	Buy	47,431 +7,271	+18%	+$534K	0.42%	57
2026 Q1	$2.71M	Sell	40,160 -5,021	-11%	-$348K	0.35%	63
2025 Q4	$2.98M	Sell	45,181 -1,954	-4%	-$128K	0.39%	59
2025 Q3	$3.08M	Buy	47,135 +2,980	+7%	+$192K	0.4%	57
2025 Q2	$2.74M	Sell	44,155 -249	-0.6%	-$14.6K	0.38%	58
2025 Q1	$2.59M	Buy	44,404 +1,161	+3%	+$72.1K	0.4%	57
2024 Q4	$2.69M	Buy	43,243 +281	+0.7%	+$18K	0.41%	52
2024 Q3	$2.68M	Sell	42,962 -1,622	-4%	-$97.8K	0.42%	51
2024 Q2	$2.61M	Sell	44,584 -2,414	-5%	-$142K	0.44%	48
2024 Q1	$2.85M	Buy	46,998 +6,098	+15%	+$345K	0.54%	37
2023 Q4	$2.29M	Buy	+40,900	New	+$2.07M	0.51%	40

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Premier Path Wealth Partners's IJH Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q3 2026, buying an estimated $1.16M and bringing the position to 62,855 shares worth $4.52M. The position accounts for 0.53% of the portfolio, ranked #46.

Premier Path Wealth Partners first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. 1,897 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Premier Path Wealth Partners held 62,855 shares of iShares Core S&P Mid-Cap ETF worth $4.52M as of Q3 2026.
Premier Path Wealth Partners bought 15,424 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.16M.
iShares Core S&P Mid-Cap ETF made up 0.53% of Premier Path Wealth Partners's portfolio in Q3 2026, its #46 holding.
Premier Path Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.