Pathstone Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pathstone Holdings’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 Q2	$545M	Sell	7,069,013 -16,074	-0.2%	-$1.18M	1.59%	10
2026 Q1	$478M	Buy	7,085,087 +78,483	+1%	+$5.44M	1.9%	8
2025 Q4	$462M	Buy	7,006,604 +37,087	+0.5%	+$2.43M	1.78%	9
2025 Q3	$455M	Sell	6,969,517 -75,084	-1%	-$4.83M	1.74%	9
2025 Q2	$434M	Buy	7,044,601 +51,996	+0.7%	+$3.05M	1.72%	9
2025 Q1	$408M	Sell	6,992,605 -10,070	-0.1%	-$625K	1.77%	7
2024 Q4	$436M	Sell	7,002,675 -66,832	-0.9%	-$4.29M	1.93%	9
2024 Q3	$441M	Buy	7,069,507 +12,524	+0.2%	+$755K	1.95%	7
2024 Q2	$413M	Sell	7,056,983 -63,048	-0.9%	-$3.7M	1.86%	8
2024 Q1	$432M	Sell	7,120,031 -39,334	-0.5%	-$2.23M	2.02%	8
2023 Q4	$397M	Buy	+7,159,365	New	+$363M	2.13%	8

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

Pathstone Holdings's IJH Position: Q2 2026 in Review

Pathstone Holdings reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q2 2026, selling an estimated $1.18M and leaving 7,069,013 shares worth $545M. The position accounts for 1.59% of the portfolio, ranked #10.

Pathstone Holdings first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,736 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pathstone Holdings held 7,069,013 shares of iShares Core S&P Mid-Cap ETF worth $545M as of Q2 2026.
Pathstone Holdings sold 16,074 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.18M.
iShares Core S&P Mid-Cap ETF made up 1.59% of Pathstone Holdings's portfolio in Q2 2026, its #10 holding.
Pathstone Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.