Pathstone Holdings’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
2024
Q4
Sell
-200
Closed -$70 2348
2024
Q3
$70 Hold
200
﹤0.01% 2331
2024
Q2
$180 Buy
+200
New +$11.8K ﹤0.01% 2311

Other funds holding IJH

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. 2,737 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.
  • 2,737 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.