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 Q2	$486K	Hold	6,302	–	–	0.11%	132
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 $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

BankPlus Trust Department's IJH Position: Q2 2026 in Review

BankPlus Trust Department held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,302 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #132.

BankPlus Trust Department first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BankPlus Trust Department held 6,302 shares of iShares Core S&P Mid-Cap ETF worth $486K as of Q2 2026.
BankPlus Trust Department left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of BankPlus Trust Department's portfolio in Q2 2026, its #132 holding.
BankPlus Trust Department first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.