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

AMG National Trust Bank’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	$14.5M	Sell	187,638 -38,198	-17%	-$2.8M	0.3%	54
2026 Q1	$15.3M	Buy	225,836 +45,886	+25%	+$3.18M	0.33%	52
2025 Q4	$11.9M	Sell	179,950 -516	-0.3%	-$33.8K	0.28%	56
2025 Q3	$11.8M	Sell	180,466 -4,060	-2%	-$261K	0.29%	55
2025 Q2	$11.4M	Sell	184,526 -1,498	-0.8%	-$87.9K	0.3%	55
2025 Q1	$10.9M	Sell	186,024 -5,497	-3%	-$341K	0.3%	56
2024 Q4	$11.9M	Sell	191,521 -1,159	-0.6%	-$74.3K	0.33%	51
2024 Q3	$12M	Sell	192,680 -35,863	-16%	-$2.16M	0.32%	51
2024 Q2	$13.4M	Buy	228,543 +40,165	+21%	+$2.36M	0.36%	48
2024 Q1	$11.4M	Buy	188,378 +773	+0.4%	+$43.8K	0.33%	45
2023 Q4	$10.4M	Buy	187,605 +4,585	+3%	+$233K	0.33%	46
2023 Q3	$9.13M	Buy	183,020 +1,285	+0.7%	+$67.3K	0.32%	47
2023 Q2	$9.5M	Buy	181,735 +8,345	+5%	+$415K	0.32%	47
2023 Q1	$8.68M	Sell	173,390 -4,270	-2%	-$218K	0.3%	50
2022 Q4	$8.59M	Sell	177,660 -44,305	-20%	-$2.14M	0.31%	49
2022 Q3	$9.73M	Buy	221,965 +41,615	+23%	+$2.01M	0.37%	47
2022 Q2	$8.88M	Sell	180,350 -2,370	-1%	-$117K	0.33%	44
2022 Q1	$9.81M	Sell	182,720 -3,570	-2%	-$190K	0.31%	47
2021 Q4	$10.5M	Buy	186,290 +1,055	+0.6%	+$58.7K	0.31%	45
2021 Q3	$9.75M	Buy	185,235 +8,325	+5%	+$448K	0.31%	51
2021 Q2	$9.51M	Sell	176,910 -2,255	-1%	-$122K	0.3%	49
2021 Q1	$9.33M	Buy	179,165 +1,755	+1%	+$87.6K	0.31%	49
2020 Q4	$8.15M	Buy	177,410 +4,860	+3%	+$205K	0.29%	52
2020 Q3	$6.39M	Sell	172,550 -8,105	-4%	-$303K	0.26%	55
2020 Q2	$6.42M	Buy	+180,655	New	+$6M	0.28%	56
2019 Q3	–	Sell	-6,585	Closed	-$256K	–	252
2019 Q2	$256K	Buy	+6,585	New	+$252K	0.02%	230
2018 Q4	–	Sell	-4,985	Closed	-$201K	–	256
2018 Q3	$201K	Buy	+4,985	New	+$200K	0.01%	231

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 22.9% 1-Year Est. Return

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

AMG National Trust Bank's IJH Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $2.8M and leaving 187,638 shares worth $14.5M. The position accounts for 0.3% of the portfolio, ranked #54.

AMG National Trust Bank first reported a position in IJH in Q3 2018 and has held it in 27 quarters since. The position peaked at $15.3M in Q1 2026. 2,752 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

AMG National Trust Bank held 187,638 shares of iShares Core S&P Mid-Cap ETF worth $14.5M as of Q2 2026.
AMG National Trust Bank sold 38,198 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.8M.
iShares Core S&P Mid-Cap ETF made up 0.3% of AMG National Trust Bank's portfolio in Q2 2026, its #54 holding.
AMG National Trust Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 27 quarters since.
AMG National Trust Bank's iShares Core S&P Mid-Cap ETF position peaked at $15.3M in Q1 2026.
2,752 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.