Private Advisory Group’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
Q2
$18M Buy
234,057
+6,493
+3% +$476K 0.97% 25
2026
Q1
$15.4M Buy
227,564
+44,657
+24% +$3.1M 1.01% 23
2025
Q4
$12.1M Buy
182,907
+7,018
+4% +$460K 0.95% 34
2025
Q3
$11.5M Buy
175,889
+4,191
+2% +$269K 0.94% 30
2025
Q2
$10.6M Buy
+171,698
New +$10.1M 0.96% 31

Other funds holding IJH

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

Private Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q2 2026, buying an estimated $476K and bringing the position to 234,057 shares worth $18M. The position accounts for 0.97% of the portfolio, ranked #25.

Private Advisory Group first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Private Advisory Group held 234,057 shares of iShares Core S&P Mid-Cap ETF worth $18M as of Q2 2026.
  • Private Advisory Group bought 6,493 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $476K.
  • iShares Core S&P Mid-Cap ETF made up 0.97% of Private Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Private Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.