Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.6M | Sell |
33,696
-33,670
| -50% | -$2.47M | 0.27% | 103 |
|
|
2026
Q1 | $4.55M | Buy |
67,366
+34,387
| +104% | +$2.39M | 0.26% | 111 |
|
|
2025
Q4 | $2.18M | Buy |
32,979
+1,457
| +5% | +$95.4K | 0.26% | 108 |
|
|
2025
Q3 | $2.06M | Sell |
31,522
-46,657
| -60% | -$3M | 0.26% | 105 |
|
|
2025
Q2 | $4.85M | Buy |
78,179
+6,841
| +10% | +$402K | 0.56% | 42 |
|
|
2025
Q1 | $4.16M | Buy |
71,338
+50,949
| +250% | +$3.16M | 0.56% | 40 |
|
|
2024
Q4 | $1.27M | Buy |
20,389
+3,497
| +21% | +$224K | 0.17% | 137 |
|
|
2024
Q3 | $1.05M | Buy |
16,892
+639
| +4% | +$38.5K | 0.14% | 173 |
|
|
2024
Q2 | $951K | Buy |
16,253
+3,055
| +23% | +$179K | 0.14% | 164 |
|
|
2024
Q1 | $802K | Buy |
13,198
+263
| +2% | +$14.9K | 0.13% | 179 |
|
|
2023
Q4 | $717K | Sell |
12,935
-16,730
| -56% | -$849K | 0.14% | 181 |
|
|
2023
Q3 | $1.48M | Sell |
29,665
-2,860
| -9% | -$150K | 0.31% | 76 |
|
|
2023
Q2 | $1.7M | Buy |
32,525
+2,765
| +9% | +$137K | 0.32% | 65 |
|
|
2023
Q1 | $1.49M | Buy |
29,760
+17,540
| +144% | +$894K | 0.3% | 75 |
|
|
2022
Q4 | $591K | Sell |
12,220
-2,360
| -16% | -$114K | 0.08% | 182 |
|
|
2022
Q3 | $639K | Sell |
14,580
-28,020
| -66% | -$1.35M | 0.16% | 159 |
|
|
2022
Q2 | $1.93M | Buy |
42,600
+1,225
| +3% | +$60.5K | 0.39% | 47 |
|
|
2022
Q1 | $2.22M | Sell |
41,375
-2,030
| -5% | -$108K | 0.4% | 46 |
|
|
2021
Q4 | $2.46M | Sell |
43,405
-1,120
| -3% | -$62.3K | 0.41% | 41 |
|
|
2021
Q3 | $2.34M | Buy |
44,525
+3,405
| +8% | +$183K | 0.42% | 42 |
|
|
2021
Q2 | $2.21M | Buy |
41,120
+16,385
| +66% | +$885K | 0.4% | 45 |
|
|
2021
Q1 | $1.29M | Sell |
24,735
-920
| -4% | -$45.9K | 0.3% | 68 |
|
|
2020
Q4 | $1.18M | Buy |
25,655
+565
| +2% | +$23.8K | 0.3% | 71 |
|
|
2020
Q3 | $930K | Sell |
25,090
-4,990
| -17% | -$187K | 0.3% | 69 |
|
|
2020
Q2 | $1.07M | Sell |
30,080
-6,975
| -19% | -$232K | 0.41% | 50 |
|
|
2020
Q1 | $1.07M | Sell |
37,055
-1,910
| -5% | -$71K | 0.49% | 39 |
|
|
2019
Q4 | $1.6M | Sell |
38,965
-440
| -1% | -$17.4K | 0.6% | 27 |
|
|
2019
Q3 | $1.52M | Buy |
39,405
+4,770
| +14% | +$183K | 0.68% | 24 |
|
|
2019
Q2 | $1.35M | Buy |
34,635
+28,600
| +474% | +$1.1M | 0.58% | 30 |
|
|
2019
Q1 | $228K | Buy |
6,035
+175
| +3% | +$6.46K | 0.12% | 149 |
|
|
2018
Q4 | $195K | Sell |
5,860
-535
| -8% | -$19.5K | 0.13% | 130 |
|
|
2018
Q3 | $257K | Buy |
6,395
+155
| +2% | +$6.23K | 0.15% | 94 |
|
|
2018
Q2 | $243K | Sell |
6,240
-15,180
| -71% | -$586K | 0.26% | 64 |
|
|
2018
Q1 | $785K | Buy |
21,420
+4,220
| +25% | +$161K | 0.58% | 34 |
|
|
2017
Q4 | $670K | Buy |
17,200
+1,890
| +12% | +$69.9K | 0.5% | 38 |
|
|
2017
Q3 | $553K | Sell |
15,310
-25
| -0.2% | -$871 | 0.49% | 41 |
|
|
2017
Q2 | $533K | Buy |
15,335
+1,010
| +7% | +$34.9K | 0.56% | 31 |
|
|
2017
Q1 | $484K | Buy |
14,325
+6,015
| +72% | +$205K | 0.51% | 34 |
|
|
2016
Q4 | $277K | Buy |
+8,310
| New | +$264K | 0.38% | 50 |
|
Other funds holding IJH
Patriot Financial Group Insurance Agency's IJH Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 50% in Q2 2026, selling an estimated $2.47M and leaving 33,696 shares worth $2.6M. The position accounts for 0.27% of the portfolio, ranked #103.
Patriot Financial Group Insurance Agency first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.85M in Q2 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Patriot Financial Group Insurance Agency held 33,696 shares of iShares Core S&P Mid-Cap ETF worth $2.6M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 33,670 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.47M.
- iShares Core S&P Mid-Cap ETF made up 0.27% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #103 holding.
- Patriot Financial Group Insurance Agency first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- Patriot Financial Group Insurance Agency's iShares Core S&P Mid-Cap ETF position peaked at $4.85M in Q2 2025.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.