Patrick M. Sweeney & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Patrick M. Sweeney & Associates’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	$306K	Sell	3,967 -220	-5%	-$16.1K	0.18%	130
2026 Q1	$283K	Hold	4,187	–	–	0.18%	130
2025 Q4	$276K	Hold	4,187	–	–	0.17%	132
2025 Q3	$273K	Hold	4,187	–	–	0.18%	129
2025 Q2	$267K	Hold	4,187	–	–	0.18%	133
2025 Q1	$244K	Hold	4,187	–	–	0.18%	132
2024 Q4	$261K	Hold	4,187	–	–	0.2%	123
2024 Q3	$261K	Buy	4,187 +552	+15%	+$33.3K	0.19%	126
2024 Q2	$213K	Hold	3,635	–	–	0.17%	135
2024 Q1	$221K	Hold	3,635	–	–	0.18%	128
2023 Q4	$201K	Buy	+3,635	New	+$184K	0.18%	125

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

Patrick M. Sweeney & Associates's IJH Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q2 2026, selling an estimated $16.1K and leaving 3,967 shares worth $306K. The position accounts for 0.18% of the portfolio, ranked #130.

Patrick M. Sweeney & Associates first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Patrick M. Sweeney & Associates held 3,967 shares of iShares Core S&P Mid-Cap ETF worth $306K as of Q2 2026.
Patrick M. Sweeney & Associates sold 220 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #130 holding.
Patrick M. Sweeney & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.