Patton Albertson Miller Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Patton Albertson Miller Group’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	$204K	Sell	2,645 -6,455	-71%	-$474K	0.02%	211
2026 Q1	$615K	Sell	9,100 -35	-0.4%	-$2.43K	0.07%	144
2025 Q4	$603K	Buy	9,135 +205	+2%	+$13.4K	0.07%	145
2025 Q3	$583K	Sell	8,930 -30	-0.3%	-$1.93K	0.07%	143
2025 Q2	$556K	Hold	8,960	–	–	0.07%	145
2025 Q1	$523K	Sell	8,960 -100	-1%	-$6.21K	0.08%	147
2024 Q4	$565K	Hold	9,060	–	–	0.08%	140
2024 Q3	$565K	Hold	9,060	–	–	0.08%	147
2024 Q2	$530K	Hold	9,060	–	–	0.08%	138
2024 Q1	$550K	Hold	9,060	–	–	0.08%	133
2023 Q4	$502K	Hold	9,060	–	–	0.08%	145
2023 Q3	$452K	Buy	9,060 +5,205	+135%	+$273K	0.09%	149
2023 Q2	$202K	Buy	+3,855	New	+$192K	0.04%	202
2020 Q1	–	Sell	-6,270	Closed	-$258K	–	223
2019 Q4	$258K	Sell	6,270 -2,630	-30%	-$104K	0.07%	210
2019 Q3	$344K	Sell	8,900 -4,170	-32%	-$160K	0.1%	191
2019 Q2	$497K	Buy	13,070 +1,735	+15%	+$66.5K	0.14%	153
2019 Q1	$429K	Sell	11,335 -10,075	-47%	-$372K	0.22%	88
2018 Q4	$798K	Sell	21,410 -52,705	-71%	-$1.92M	0.43%	63
2018 Q3	$2.64M	Sell	74,115 -1,255	-2%	-$50.4K	1.34%	10
2018 Q2	$2.94M	Buy	75,370 +9,620	+15%	+$372K	1.48%	10
2018 Q1	$2.47M	Buy	65,750 +1,245	+2%	+$47.6K	1.11%	17
2017 Q4	$2.45M	Buy	64,505 +11,090	+21%	+$410K	1%	23
2017 Q3	$1.94M	Buy	53,415 +1,745	+3%	+$60.8K	0.84%	31
2017 Q2	$1.82M	Sell	51,670 -180	-0.3%	-$6.21K	0.81%	35
2017 Q1	$1.79M	Buy	51,850 +37,460	+260%	+$1.27M	0.74%	41
2016 Q4	$476K	Buy	14,390 +4,125	+40%	+$131K	0.2%	106
2016 Q3	$318K	Buy	+10,265	New	+$317K	0.14%	113

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Patton Albertson Miller Group's IJH Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 71% in Q2 2026, selling an estimated $474K and leaving 2,645 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #211.

Patton Albertson Miller Group first reported a position in IJH in Q3 2016 and has held it in 27 quarters since. The position peaked at $2.94M in Q2 2018. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Patton Albertson Miller Group held 2,645 shares of iShares Core S&P Mid-Cap ETF worth $204K as of Q2 2026.
Patton Albertson Miller Group sold 6,455 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $474K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Patton Albertson Miller Group's portfolio in Q2 2026, its #211 holding.
Patton Albertson Miller Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 27 quarters since.
Patton Albertson Miller Group's iShares Core S&P Mid-Cap ETF position peaked at $2.94M in Q2 2018.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.