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

Arbor Trust Wealth Advisors’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	$2.91M	Sell	37,771 -1,456	-4%	-$107K	1.17%	32
2026 Q1	$2.65M	Sell	39,227 -1,420	-3%	-$98.5K	1.16%	32
2025 Q4	$2.68M	Sell	40,647 -2,241	-5%	-$147K	1.17%	31
2025 Q3	$2.8M	Sell	42,888 -3,269	-7%	-$210K	1.26%	30
2025 Q2	$2.86M	Sell	46,157 -32	-0.1%	-$1.88K	1.4%	27
2025 Q1	$2.7M	Sell	46,189 -573	-1%	-$35.6K	1.26%	27
2024 Q4	$2.91M	Sell	46,762 -1,171	-2%	-$75.1K	1.37%	25
2024 Q3	$2.81M	Hold	47,933	–	–	1.47%	22
2024 Q2	$2.81M	Sell	47,933 -447	-0.9%	-$26.3K	1.47%	22
2024 Q1	$2.84M	Buy	48,380 +395	+0.8%	+$22.4K	1.56%	22
2023 Q4	$2.66M	Hold	47,985	–	–	1.58%	22
2023 Q3	$2.4M	Sell	47,985 -1,550	-3%	-$81.2K	1.58%	20
2023 Q2	$2.59M	Sell	49,535 -625	-1%	-$31.1K	1.65%	20
2023 Q1	$2.51M	Hold	50,160	–	–	1.65%	20
2022 Q4	$2.43M	Sell	50,160 -375	-0.7%	-$18.1K	1.67%	18
2022 Q3	$2.21M	Sell	50,535 -3,515	-7%	-$170K	1.68%	21
2022 Q2	$2.45M	Buy	54,050 +4,375	+9%	+$216K	1.71%	17
2022 Q1	$2.67M	Sell	49,675 -5,650	-10%	-$301K	1.6%	22
2021 Q4	$3.13M	Sell	55,325 -215	-0.4%	-$12K	1.81%	17
2021 Q3	$2.92M	Sell	55,540 -160	-0.3%	-$8.61K	1.82%	18
2021 Q2	$2.99M	Sell	55,700 -375	-0.7%	-$20.2K	1.88%	18
2021 Q1	$2.92M	Buy	56,075 +765	+1%	+$38.2K	1.95%	16
2020 Q4	$2.54M	Sell	55,310 -250	-0.4%	-$10.5K	1.85%	16
2020 Q3	$2.06M	Sell	55,560 -125	-0.2%	-$4.67K	1.78%	18
2020 Q2	$1.98M	Sell	55,685 -3,250	-6%	-$108K	1.79%	17
2020 Q1	$1.7M	Sell	58,935 -1,415	-2%	-$52.6K	1.79%	16
2019 Q4	$2.48M	Buy	+60,350	New	+$2.39M	2.13%	13

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

Arbor Trust Wealth Advisors's IJH Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q2 2026, selling an estimated $107K and leaving 37,771 shares worth $2.91M. The position accounts for 1.17% of the portfolio, ranked #32.

Arbor Trust Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.13M in Q4 2021. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Arbor Trust Wealth Advisors held 37,771 shares of iShares Core S&P Mid-Cap ETF worth $2.91M as of Q2 2026.
Arbor Trust Wealth Advisors sold 1,456 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $107K.
iShares Core S&P Mid-Cap ETF made up 1.17% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Arbor Trust Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Arbor Trust Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.13M in Q4 2021.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.