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

Berkshire 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	$5.23M	Buy	67,857 +10,908	+19%	+$800K	1.01%	24
2026 Q1	$3.85M	Buy	56,949 +25,694	+82%	+$1.78M	0.79%	33
2025 Q4	$2.06M	Buy	31,255 +425	+1%	+$27.8K	0.42%	49
2025 Q3	$2.01M	Hold	30,830	–	–	0.43%	49
2025 Q2	$1.91M	Hold	30,830	–	–	0.44%	52
2025 Q1	$1.8M	Hold	30,830	–	–	0.44%	53
2024 Q4	$1.92M	Buy	30,830 +1,200	+4%	+$77K	0.45%	51
2024 Q3	$1.85M	Hold	29,630	–	–	0.43%	52
2024 Q2	$1.73M	Buy	29,630 +320	+1%	+$18.8K	0.44%	50
2024 Q1	$1.78M	Sell	29,310 -925	-3%	-$52.4K	0.44%	49
2023 Q4	$1.68M	Sell	30,235 -50	-0.2%	-$2.54K	0.44%	51
2023 Q3	$1.51M	Hold	30,285	–	–	0.43%	50
2023 Q2	$1.58M	Hold	30,285	–	–	0.44%	56
2023 Q1	$1.52M	Hold	30,285	–	–	0.45%	52
2022 Q4	$1.47M	Sell	30,285 -3,685	-11%	-$178K	0.45%	51
2022 Q3	$1.49M	Sell	33,970 -125	-0.4%	-$6.04K	0.46%	54
2022 Q2	$1.54M	Sell	34,095 -815	-2%	-$40.2K	0.45%	53
2022 Q1	$1.87M	Buy	34,910 +15	+0%	+$799	0.44%	53
2021 Q4	$1.98M	Buy	34,895 +12,845	+58%	+$715K	0.44%	53
2021 Q3	$1.16M	Buy	22,050 +1,500	+7%	+$80.7K	0.28%	65
2021 Q2	$1.1M	Sell	20,550 -490	-2%	-$26.5K	0.27%	68
2021 Q1	$1.09M	Sell	21,040 -1,375	-6%	-$68.7K	0.28%	65
2020 Q4	$1.03M	Sell	22,415 -1,125	-5%	-$47.4K	0.26%	65
2020 Q3	$872K	Buy	+23,540	New	+$880K	0.23%	72

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Berkshire Bank's IJH Position: Q2 2026 in Review

Berkshire Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2026, buying an estimated $800K and bringing the position to 67,857 shares worth $5.23M. The position accounts for 1.01% of the portfolio, ranked #24.

Berkshire Bank first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. 866 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Berkshire Bank held 67,857 shares of iShares Core S&P Mid-Cap ETF worth $5.23M as of Q2 2026.
Berkshire Bank bought 10,908 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $800K.
iShares Core S&P Mid-Cap ETF made up 1.01% of Berkshire Bank's portfolio in Q2 2026, its #24 holding.
Berkshire Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.