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

American 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
Q1 		$44.5M Buy
658,800
+8,677
+1% +$602K 3.93% 7
2025
Q4 		$42.9M Sell
650,123
-141,287
-18% -$9.26M 3.61% 7
2025
Q3 		$51.6M Buy
791,410
+8,669
+1% +$557K 4.36% 5
2025
Q2 		$48.5M Buy
782,741
+18,062
+2% +$1.06M 4.57% 4
2025
Q1 		$44.6M Buy
764,679
+17,065
+2% +$1.06M 11% 1
2024
Q4 		$46.6M Sell
747,614
-259,846
-26% -$16.7M 3.55% 8
2024
Q3 		$62.8M Buy
1,007,460
+21,379
+2% +$1.29M 5.18% 5
2024
Q2 		$57.7M Sell
986,081
-1,438
-0.1% -$84.5K 4.73% 6
2024
Q1 		$60M Buy
987,519
+21,034
+2% +$1.19M 5.01% 5
2023
Q4 		$53.6M Sell
966,485
-26,185
-3% -$1.33M 3.96% 7
2023
Q3 		$49.5M Sell
992,670
-1,550
-0.2% -$81.2K 3.83% 9
2023
Q2 		$52M Buy
994,220
+2,545
+0.3% +$126K 3.61% 7
2023
Q1 		$49.6M Sell
991,675
-28,100
-3% -$1.43M 3.44% 7
2022
Q4 		$49.3M Buy
1,019,775
+1,009,835
+10,159% +$48.8M 4.58% 4
2022
Q3 		$436K Sell
9,940
-3,650
-27% -$176K 0.04% 220
2022
Q2 		$615K Buy
13,590
+3,740
+38% +$185K 0.05% 185
2022
Q1 		$529K Buy
9,850
+4,470
+83% +$238K 0.04% 233
2021
Q4 		$305K Buy
+5,380
New +$299K 0.02% 236

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Trust's IJH Position: Q1 2026 in Review

American Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $602K and bringing the position to 658,800 shares worth $44.5M. The position accounts for 3.93% of the portfolio, ranked #7.

American Trust first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $62.8M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • American Trust held 658,800 shares of iShares Core S&P Mid-Cap ETF worth $44.5M as of Q1 2026.
  • American Trust bought 8,677 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $602K.
  • iShares Core S&P Mid-Cap ETF made up 3.93% of American Trust's portfolio in Q1 2026, its #7 holding.
  • American Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • American Trust's iShares Core S&P Mid-Cap ETF position peaked at $62.8M in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.