Private Advisor Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Private Advisor Group’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	–	Sell	-3,000	Closed	-$1.35K	–	2696
2025 Q3	$1.35K	Hold	3,000	–	–	﹤0.01%	2541
2025 Q2	$5.25K	Buy	+3,000	New	+$176K	﹤0.01%	2427

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Private Advisor Group's IJH Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $7.51M and leaving 870,006 shares worth $67.1M. The position accounts for 0.31% of the portfolio, ranked #60.

Private Advisor Group first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. The position peaked at $82M in Q1 2019. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Private Advisor Group held 870,006 shares of iShares Core S&P Mid-Cap ETF worth $67.1M as of Q2 2026.
Private Advisor Group sold 102,303 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.51M.
iShares Core S&P Mid-Cap ETF made up 0.31% of Private Advisor Group's portfolio in Q2 2026, its #60 holding.
Private Advisor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
Private Advisor Group's iShares Core S&P Mid-Cap ETF position peaked at $82M in Q1 2019.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.