Private Capital Management (Florida)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Private Capital Management (Florida)’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 Q1	$3.65M	Buy	54,042 +4,440	+9%	+$308K	0.36%	48
2025 Q4	$3.27M	Buy	49,602 +947	+2%	+$62K	0.3%	49
2025 Q3	$3.18M	Buy	48,655 +4,856	+11%	+$312K	0.28%	52
2025 Q2	$2.72M	Sell	43,799 -30	-0.1%	-$1.76K	0.26%	54
2025 Q1	$2.56M	Buy	43,829 +679	+2%	+$42.2K	0.28%	48
2024 Q4	$2.69M	Buy	43,150 +1,234	+3%	+$79.1K	0.28%	41
2024 Q3	$2.61M	Buy	41,916 +1,449	+4%	+$87.4K	0.28%	45
2024 Q2	$2.37M	Sell	40,467 -77	-0.2%	-$4.52K	0.28%	44
2024 Q1	$2.46M	Buy	40,544 +204	+0.5%	+$11.5K	0.28%	41
2023 Q4	$2.24M	Buy	40,340 +980	+2%	+$49.7K	0.25%	44
2023 Q3	$1.96M	Sell	39,360 -1,020	-3%	-$53.5K	0.23%	48
2023 Q2	$2.11M	Buy	40,380 +5,745	+17%	+$286K	0.25%	46
2023 Q1	$1.73M	Sell	34,635 -395	-1%	-$20.1K	0.2%	47
2022 Q4	$1.69M	Sell	35,030 -725	-2%	-$35K	0.23%	38
2022 Q3	$1.57M	Sell	35,755 -3,120	-8%	-$151K	0.23%	50
2022 Q2	$1.76M	Buy	38,875 +620	+2%	+$30.6K	0.27%	42
2022 Q1	$2.05M	Buy	+38,255	New	+$2.04M	0.3%	33

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Capital Management (Florida)'s IJH Position: Q1 2026 in Review

Private Capital Management (Florida) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q1 2026, buying an estimated $308K and bringing the position to 54,042 shares worth $3.65M. The position accounts for 0.36% of the portfolio, ranked #48.

Private Capital Management (Florida) first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Private Capital Management (Florida) held 54,042 shares of iShares Core S&P Mid-Cap ETF worth $3.65M as of Q1 2026.
Private Capital Management (Florida) bought 4,440 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $308K.
iShares Core S&P Mid-Cap ETF made up 0.36% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #48 holding.
Private Capital Management (Florida) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.