BST
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Bath Savings Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bath Savings Trust’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 		$806K Buy
10,448
+100
+1% +$7.34K 0.08% 110
2026
Q1 		$699K Buy
10,348
+475
+5% +$33K 0.07% 111
2025
Q4 		$652K Buy
9,873
+175
+2% +$11.5K 0.07% 114
2025
Q3 		$633K Buy
9,698
+310
+3% +$19.9K 0.06% 115
2025
Q2 		$582K Hold
9,388
– – 0.06% 116
2025
Q1 		$548K Sell
9,388
-955
-9% -$59.3K 0.06% 115
2024
Q4 		$644K Buy
10,343
+15
+0.1% +$962 0.07% 115
2024
Q3 		$644K Hold
10,328
– – 0.06% 115
2024
Q2 		$604K Buy
10,328
+120
+1% +$7.05K 0.06% 113
2024
Q1 		$620K Buy
10,208
+2,273
+29% +$129K 0.07% 111
2023
Q4 		$440K Sell
7,935
-1,340
-14% -$68K 0.05% 118
2023
Q3 		$463K Sell
9,275
-125
-1% -$6.55K 0.06% 115
2023
Q2 		$492K Buy
9,400
+200
+2% +$9.94K 0.06% 115
2023
Q1 		$460K Sell
9,200
-150
-2% -$7.64K 0.06% 120
2022
Q4 		$453K Sell
9,350
-375
-4% -$18.1K 0.06% 120
2022
Q3 		$427K Buy
9,725
+1,500
+18% +$72.5K 0.06% 120
2022
Q2 		$372K Sell
8,225
-200
-2% -$9.87K 0.05% 124
2022
Q1 		$452K Buy
8,425
+150
+2% +$7.99K 0.05% 124
2021
Q4 		$468K Buy
8,275
+135
+2% +$7.51K 0.05% 126
2021
Q3 		$428K Buy
8,140
+1,865
+30% +$100K 0.05% 127
2021
Q2 		$337K Sell
6,275
-450
-7% -$24.3K 0.04% 136
2021
Q1 		$350K Buy
6,725
+150
+2% +$7.49K 0.04% 129
2020
Q4 		$302K Buy
+6,575
New +$277K 0.04% 128

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Bath Savings Trust's IJH Position: Q2 2026 in Review

Bath Savings Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.97% in Q2 2026, buying an estimated $7.34K and bringing the position to 10,448 shares worth $806K. The position accounts for 0.08% of the portfolio, ranked #110.

Bath Savings Trust first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Bath Savings Trust held 10,448 shares of iShares Core S&P Mid-Cap ETF worth $806K as of Q2 2026.
  • Bath Savings Trust bought 100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.34K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Bath Savings Trust's portfolio in Q2 2026, its #110 holding.
  • Bath Savings Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.