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 Q2	$51.6M	Buy	669,220 +10,420	+2%	+$765K	3.98%	8
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Trust's IJH Position: Q2 2026 in Review

American Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, buying an estimated $765K and bringing the position to 669,220 shares worth $51.6M. The position accounts for 3.98% of the portfolio, ranked #8.

American Trust first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $62.8M in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

American Trust held 669,220 shares of iShares Core S&P Mid-Cap ETF worth $51.6M as of Q2 2026.
American Trust bought 10,420 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $765K.
iShares Core S&P Mid-Cap ETF made up 3.98% of American Trust's portfolio in Q2 2026, its #8 holding.
American Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
American Trust's iShares Core S&P Mid-Cap ETF position peaked at $62.8M in Q3 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.