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Adelphi Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Adelphi Trust’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 		$853K Buy
11,855
+2,935
+33% +$221K 0.56% 45
2026
Q2 		$688K Sell
8,920
-677
-7% -$49.7K 0.46% 53
2026
Q1 		$648K Sell
9,597
-1,472
-13% -$102K 0.53% 54
2025
Q4 		$731K Buy
+11,069
New +$725K 0.6% 45

Other funds holding IJH

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Adelphi Trust's IJH Position: Q3 2026 in Review

Adelphi Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q3 2026, buying an estimated $221K and bringing the position to 11,855 shares worth $853K. The position accounts for 0.56% of the portfolio, ranked #45.

Adelphi Trust first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Adelphi Trust held 11,855 shares of iShares Core S&P Mid-Cap ETF worth $853K as of Q3 2026.
  • Adelphi Trust bought 2,935 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $221K.
  • iShares Core S&P Mid-Cap ETF made up 0.56% of Adelphi Trust's portfolio in Q3 2026, its #45 holding.
  • Adelphi Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.