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

Blue Trust Inc’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 		$740K Sell
9,598
-1,740
-15% -$128K 0.01% 369
2026
Q1 		$766K Buy
11,338
+102
+0.9% +$7.08K 0.01% 347
2025
Q4 		$742K Buy
11,236
+853
+8% +$55.9K 0.01% 347
2025
Q3 		$678K Buy
10,383
+3,032
+41% +$195K 0.01% 393
2025
Q2 		$456K Sell
7,351
-2,549
-26% -$150K 0.01% 481
2025
Q1 		$578K Buy
9,900
+668
+7% +$41.5K 0.01% 375
2024
Q4 		$575K Buy
9,232
+631
+7% +$40.5K 0.01% 343
2024
Q3 		$503K Sell
8,601
-410
-5% -$24.7K 0.01% 468
2024
Q2 		$547K Buy
9,011
+820
+10% +$48.2K 0.01% 350
2024
Q1 		$497K Sell
8,191
-57,669
-88% -$3.26M 0.01% 274
2023
Q4 		$3.28M Buy
65,860
+58,135
+753% +$2.95M 0.05% 74
2023
Q3 		$404K Sell
7,725
-20
-0.3% -$1.05K 0.01% 287
2023
Q2 		$387K Sell
7,745
-5,425
-41% -$270K 0.01% 269
2023
Q1 		$637K Buy
13,170
+4,970
+61% +$253K 0.01% 244
2022
Q4 		$360K Sell
8,200
-1,385
-14% -$66.9K 0.01% 318
2022
Q3 		$433K Buy
9,585
+2,755
+40% +$133K 0.01% 220
2022
Q2 		$367K Buy
+6,830
New +$337K 0.01% 236

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Blue Trust Inc's IJH Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q2 2026, selling an estimated $128K and leaving 9,598 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #369.

Blue Trust Inc first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.28M in Q4 2023. 921 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Blue Trust Inc held 9,598 shares of iShares Core S&P Mid-Cap ETF worth $740K as of Q2 2026.
  • Blue Trust Inc sold 1,740 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $128K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #369 holding.
  • Blue Trust Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Core S&P Mid-Cap ETF position peaked at $3.28M in Q4 2023.
  • 921 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.