Patten Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Patten Group’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	10,369 +26	+0.3%	+$2.67K	0.18%	141
2025 Q4	$1M	Sell	10,343 -3,374	-25%	-$325K	0.19%	138
2025 Q3	$1.32M	Sell	13,717 -778	-5%	-$73.3K	0.26%	111
2025 Q2	$1.32M	Sell	14,495 -2,917	-17%	-$250K	0.28%	105
2025 Q1	$1.45M	Sell	17,412 -387	-2%	-$34.9K	0.33%	92
2024 Q4	$1.62M	Buy	17,799 +654	+4%	+$61.6K	0.36%	81
2024 Q3	$1.58M	Buy	17,145 +1,200	+8%	+$107K	0.35%	81
2024 Q2	$1.4M	Buy	15,945 +664	+4%	+$58.7K	0.33%	87
2024 Q1	$1.39M	Buy	15,281 +1,823	+14%	+$152K	0.34%	89
2023 Q4	$1.07M	Sell	13,458 -1,098	-8%	-$80.6K	0.29%	102
2023 Q3	$1.05M	Sell	14,556 -73	-0.5%	-$5.5K	0.31%	97
2023 Q2	$1.1M	Buy	14,629 +1,612	+12%	+$115K	0.16%	97
2023 Q1	$931K	Hold	13,017	–	–	0.28%	103
2022 Q4	$889K	Sell	13,017 -3	-0%	-$206	0.28%	110
2022 Q3	$848K	Sell	13,020 -99	-0.8%	-$6.83K	0.29%	106
2022 Q2	$866K	Buy	13,119 +51	+0.4%	+$3.58K	0.28%	107
2022 Q1	$1.01M	Sell	13,068 -14	-0.1%	-$1.08K	0.28%	103
2021 Q4	$1.11M	Sell	13,082 -46	-0.4%	-$3.86K	0.3%	100
2021 Q3	$1.04M	Sell	13,128 -12	-0.1%	-$974	0.31%	95
2021 Q2	$1.06M	Hold	13,140	–	–	0.31%	93
2021 Q1	$1.03M	Hold	13,140	–	–	0.33%	91
2020 Q4	$949K	Hold	13,140	–	–	0.26%	90
2020 Q3	$786K	Buy	13,140 +100	+0.8%	+$5.95K	0.31%	86
2020 Q2	$730K	Sell	13,040 -400	-3%	-$20.8K	0.31%	91
2020 Q1	$600K	Sell	13,440 -1,920	-13%	-$106K	0.31%	95
2019 Q4	$914K	Sell	15,360 -80	-0.5%	-$4.58K	0.34%	89
2019 Q3	$864K	Hold	15,440	–	–	0.35%	90
2019 Q2	$873K	Buy	15,440 +132	+0.9%	+$7.32K	0.36%	87
2019 Q1	$838K	Sell	15,308 -300	-2%	-$15.8K	0.36%	88
2018 Q4	$746K	Sell	15,608 -72	-0.5%	-$3.77K	0.35%	81
2018 Q3	$913K	Sell	15,680 -40	-0.3%	-$2.32K	0.35%	87
2018 Q2	$883K	Hold	15,720	–	–	0.35%	82
2018 Q1	$858K	Sell	15,720 -300	-2%	-$16.6K	0.35%	79
2017 Q4	$864K	Sell	16,020 -60	-0.4%	-$3.16K	0.34%	83
2017 Q3	$813K	Sell	16,080 -108	-0.7%	-$5.32K	0.33%	86
2017 Q2	$798K	Buy	16,188 +40	+0.2%	+$1.95K	0.32%	85
2017 Q1	$766K	Hold	16,148	–	–	0.33%	83
2016 Q4	$754K	Buy	16,148 +11,912	+281%	+$524K	0.34%	77
2016 Q3	$181K	Buy	4,236 +1,496	+55%	+$65.7K	0.09%	179
2016 Q2	$116K	Buy	2,740 +360	+15%	+$14.9K	0.05%	220
2016 Q1	$96.8K	Sell	2,380 -200	-8%	-$7.63K	0.05%	233
2015 Q4	$104K	Hold	2,580	–	–	0.05%	232
2015 Q3	$101K	Hold	2,580	–	–	0.05%	229
2015 Q2	$109K	Buy	+2,580	New	+$110K	0.05%	226
2015 Q1	–	Sell	-2,340	Closed	-$93K	–	203
2014 Q4	$93K	Buy	+2,340	New	+$90.8K	0.05%	187

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Patten Group's IJK Position: Q1 2026 in Review

Patten Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.25% in Q1 2026, buying an estimated $2.67K and bringing the position to 10,369 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #141.

Patten Group first reported a position in IJK in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.62M in Q4 2024. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Patten Group held 10,369 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.04M as of Q1 2026.
Patten Group bought 26 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $2.67K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.18% of Patten Group's portfolio in Q1 2026, its #141 holding.
Patten Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 45 quarters since.
Patten Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.62M in Q4 2024.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.