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 Q3	$285K	Hold	3,967	–	–	0.16%	136
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Patrick M. Sweeney & Associates's IJH Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 3,967 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #136.

Patrick M. Sweeney & Associates first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $306K in Q2 2026. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Patrick M. Sweeney & Associates held 3,967 shares of iShares Core S&P Mid-Cap ETF worth $285K as of Q3 2026.
Patrick M. Sweeney & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #136 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 12 quarters since.
Patrick M. Sweeney & Associates's iShares Core S&P Mid-Cap ETF position peaked at $306K in Q2 2026.
2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.