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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AMG National Trust Bank's IJH Position: Q1 2026 in Review

AMG National Trust Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 25% in Q1 2026, buying an estimated $3.18M and bringing the position to 225,836 shares worth $15.3M. The position accounts for 0.33% of the portfolio, ranked #52.

AMG National Trust Bank first reported a position in IJH in Q3 2018 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

AMG National Trust Bank held 225,836 shares of iShares Core S&P Mid-Cap ETF worth $15.3M as of Q1 2026.
AMG National Trust Bank bought 45,886 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.18M.
iShares Core S&P Mid-Cap ETF made up 0.33% of AMG National Trust Bank's portfolio in Q1 2026, its #52 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 26 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.