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: Q1 2026 in Review

Pathstone Holdings increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, buying an estimated $5.44M and bringing the position to 7,085,087 shares worth $478M. The position accounts for 1.9% of the portfolio, ranked #8.

Pathstone Holdings first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Pathstone Holdings held 7,085,087 shares of iShares Core S&P Mid-Cap ETF worth $478M as of Q1 2026.
  • Pathstone Holdings bought 78,483 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.44M.
  • iShares Core S&P Mid-Cap ETF made up 1.9% of Pathstone Holdings's portfolio in Q1 2026, its #8 holding.
  • Pathstone Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.