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

BankPlus Trust Department’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	$426K	Hold	6,302	–	–	0.11%	128
2025 Q4	$416K	Buy	6,302 +4,770	+311%	+$312K	0.11%	127
2025 Q3	$100K	Hold	1,532	–	–	0.03%	211
2025 Q2	$95K	Hold	1,532	–	–	0.03%	197
2025 Q1	$89.4K	Buy	1,532 +1,073	+234%	+$66.6K	0.03%	186
2024 Q4	$28.6K	Buy	+459	New	+$29.4K	0.01%	270

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

BankPlus Trust Department's IJH Position: Q1 2026 in Review

BankPlus Trust Department held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 6,302 shares worth $426K. The position accounts for 0.11% of the portfolio, ranked #128.

BankPlus Trust Department first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

BankPlus Trust Department held 6,302 shares of iShares Core S&P Mid-Cap ETF worth $426K as of Q1 2026.
BankPlus Trust Department left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of BankPlus Trust Department's portfolio in Q1 2026, its #128 holding.
BankPlus Trust Department first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.