Patten Group’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
Q1 | $2.47M | Sell |
36,543
-164
| -0.4% | -$11.4K | 0.43% | 69 |
|
|
2025
Q4 | $2.42M | Sell |
36,707
-3,661
| -9% | -$240K | 0.45% | 63 |
|
|
2025
Q3 | $2.63M | Sell |
40,368
-4,152
| -9% | -$267K | 0.51% | 51 |
|
|
2025
Q2 | $2.76M | Sell |
44,520
-2,948
| -6% | -$173K | 0.58% | 44 |
|
|
2025
Q1 | $2.77M | Sell |
47,468
-1,326
| -3% | -$82.3K | 0.63% | 40 |
|
|
2024
Q4 | $3.04M | Buy |
48,794
+1,514
| +3% | +$97.1K | 0.67% | 36 |
|
|
2024
Q3 | $2.95M | Buy |
47,280
+221
| +0.5% | +$13.3K | 0.65% | 40 |
|
|
2024
Q2 | $2.75M | Sell |
47,059
-131
| -0.3% | -$7.7K | 0.65% | 39 |
|
|
2024
Q1 | $2.87M | Sell |
47,190
-1,200
| -2% | -$67.9K | 0.71% | 39 |
|
|
2023
Q4 | $2.68M | Sell |
48,390
-785
| -2% | -$39.8K | 0.73% | 39 |
|
|
2023
Q3 | $2.45M | Sell |
49,175
-555
| -1% | -$29.1K | 0.73% | 36 |
|
|
2023
Q2 | $2.6M | Sell |
49,730
-55
| -0.1% | -$2.73K | 0.39% | 35 |
|
|
2023
Q1 | $2.49M | Sell |
49,785
-205
| -0.4% | -$10.4K | 0.75% | 32 |
|
|
2022
Q4 | $2.42M | Sell |
49,990
-1,050
| -2% | -$50.7K | 0.76% | 35 |
|
|
2022
Q3 | $2.3M | Sell |
51,040
-1,565
| -3% | -$75.7K | 0.79% | 29 |
|
|
2022
Q2 | $2.44M | Sell |
52,605
-1,205
| -2% | -$59.5K | 0.78% | 24 |
|
|
2022
Q1 | $2.89M | Sell |
53,810
-965
| -2% | -$51.4K | 0.81% | 25 |
|
|
2021
Q4 | $3.1M | Sell |
54,775
-630
| -1% | -$35.1K | 0.82% | 26 |
|
|
2021
Q3 | $2.92M | Sell |
55,405
-3,220
| -5% | -$173K | 0.86% | 25 |
|
|
2021
Q2 | $3.15M | Buy |
58,625
+1,440
| +3% | +$77.7K | 0.93% | 20 |
|
|
2021
Q1 | $2.98M | Buy |
57,185
+160
| +0.3% | +$7.99K | 0.95% | 19 |
|
|
2020
Q4 | $2.62M | Sell |
57,025
-610
| -1% | -$25.7K | 0.71% | 29 |
|
|
2020
Q3 | $2.14M | Sell |
57,635
-50
| -0.1% | -$1.87K | 0.83% | 30 |
|
|
2020
Q2 | $2.05M | Sell |
57,685
-2,175
| -4% | -$72.2K | 0.88% | 24 |
|
|
2020
Q1 | $1.72M | Sell |
59,860
-8,810
| -13% | -$328K | 0.89% | 26 |
|
|
2019
Q4 | $2.83M | Sell |
68,670
-6,990
| -9% | -$277K | 1.05% | 21 |
|
|
2019
Q3 | $2.92M | Sell |
75,660
-5,280
| -7% | -$203K | 1.19% | 17 |
|
|
2019
Q2 | $3.15M | Buy |
80,940
+1,825
| +2% | +$69.9K | 1.29% | 15 |
|
|
2019
Q1 | $3M | Buy |
79,115
+4,080
| +5% | +$151K | 1.29% | 16 |
|
|
2018
Q4 | $2.49M | Buy |
75,035
+3,185
| +4% | +$116K | 1.18% | 17 |
|
|
2018
Q3 | $2.89M | Buy |
71,850
+200
| +0.3% | +$8.04K | 1.1% | 20 |
|
|
2018
Q2 | $2.79M | Buy |
71,650
+910
| +1% | +$35.2K | 1.12% | 18 |
|
|
2018
Q1 | $2.65M | Sell |
70,740
-990
| -1% | -$37.9K | 1.09% | 20 |
|
|
2017
Q4 | $2.72M | Sell |
71,730
-1,155
| -2% | -$42.7K | 1.08% | 20 |
|
|
2017
Q3 | $2.61M | Sell |
72,885
-1,380
| -2% | -$48.1K | 1.06% | 22 |
|
|
2017
Q2 | $2.59M | Buy |
74,265
+7,450
| +11% | +$257K | 1.05% | 22 |
|
|
2017
Q1 | $2.27M | Sell |
66,815
-1,105
| -2% | -$37.6K | 0.99% | 24 |
|
|
2016
Q4 | $2.3M | Sell |
67,920
-1,705
| -2% | -$54.1K | 1.03% | 21 |
|
|
2016
Q3 | $2.11M | Sell |
69,625
-2,160
| -3% | -$66.8K | 0.99% | 23 |
|
|
2016
Q2 | $2.14M | Buy |
71,785
+1,075
| +2% | +$31.5K | 1% | 23 |
|
|
2016
Q1 | $2.04M | Buy |
70,710
+425
| +0.6% | +$11.4K | 0.97% | 24 |
|
|
2015
Q4 | $1.96M | Buy |
70,285
+275
| +0.4% | +$7.86K | 0.94% | 26 |
|
|
2015
Q3 | $1.89M | Sell |
70,010
-25
| -0% | -$727 | 0.97% | 24 |
|
|
2015
Q2 | $2.1M | Buy |
70,035
+1,275
| +2% | +$38.9K | 1% | 26 |
|
|
2015
Q1 | $2.09M | Sell |
68,760
-770
| -1% | -$22.8K | 1.07% | 26 |
|
|
2014
Q4 | $2.01M | Buy |
+69,530
| New | +$1.95M | 0.98% | 29 |
|
Other funds holding IJH
Patten Group's IJH Position: Q1 2026 in Review
Patten Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.45% in Q1 2026, selling an estimated $11.4K and leaving 36,543 shares worth $2.47M. The position accounts for 0.43% of the portfolio, ranked #69.
Patten Group first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.15M in Q2 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Patten Group held 36,543 shares of iShares Core S&P Mid-Cap ETF worth $2.47M as of Q1 2026.
- Patten Group sold 164 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $11.4K.
- iShares Core S&P Mid-Cap ETF made up 0.43% of Patten Group's portfolio in Q1 2026, its #69 holding.
- Patten Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- Patten Group's iShares Core S&P Mid-Cap ETF position peaked at $3.15M in Q2 2021.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.