Bell Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bell 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 Q2	$355K	Buy	4,598 +873	+23%	+$64.1K	0.01%	153
2026 Q1	$252K	Hold	3,725	–	–	0.01%	165
2025 Q4	$246K	Buy	+3,725	New	+$244K	0.01%	170
2025 Q2	–	Sell	-662,366	Closed	-$38.6M	–	201
2025 Q1	$38.6M	Buy	+662,366	New	+$41.1M	2.09%	11
2023 Q2	–	Sell	-7,150	Closed	-$358K	–	191
2023 Q1	$358K	Buy	+7,150	New	+$364K	0.04%	146
2020 Q1	–	Sell	-9,830	Closed	-$405K	–	157
2019 Q4	$405K	Buy	+9,830	New	+$390K	0.07%	118

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Bell Bank's IJH Position: Q2 2026 in Review

Bell Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 23% in Q2 2026, buying an estimated $64.1K and bringing the position to 4,598 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #153.

Bell Bank first reported a position in IJH in Q4 2019 and has held it in 6 quarters since. The position peaked at $38.6M in Q1 2025. 617 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bell Bank held 4,598 shares of iShares Core S&P Mid-Cap ETF worth $355K as of Q2 2026.
Bell Bank bought 873 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $64.1K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #153 holding.
Bell Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
Bell Bank's iShares Core S&P Mid-Cap ETF position peaked at $38.6M in Q1 2025.
617 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.