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

Bremer Bank National Association’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
2025 Q1	$9.91M	Buy	169,813 +7,421	+5%	+$461K	1.76%	11
2024 Q4	$10.1M	Sell	162,392 -2,431	-1%	-$156K	2%	11
2024 Q3	$10.3M	Sell	164,823 -10,831	-6%	-$653K	1.94%	13
2024 Q2	$10.3M	Buy	175,654 +16,828	+11%	+$989K	2.01%	12
2024 Q1	$9.65M	Buy	158,826 +10,481	+7%	+$593K	1.79%	12
2023 Q4	$8.22M	Sell	148,345 -2,670	-2%	-$135K	1.53%	11
2023 Q3	$7.53M	Sell	151,015 -8,865	-6%	-$465K	1.49%	11
2023 Q2	$8.36M	Buy	159,880 +3,710	+2%	+$184K	1.59%	10
2023 Q1	$7.81M	Sell	156,170 -18,315	-10%	-$933K	1.51%	9
2022 Q4	$8.44M	Sell	174,485 -5,090	-3%	-$246K	1.63%	8
2022 Q3	$7.87M	Sell	179,575 -1,590	-0.9%	-$76.9K	1.76%	8
2022 Q2	$8.2M	Buy	181,165 +40,310	+29%	+$1.99M	1.57%	11
2022 Q1	$7.56M	Buy	140,855 +625	+0.4%	+$33.3K	1.24%	12
2021 Q4	$7.94M	Buy	140,230 +275	+0.2%	+$15.3K	1.31%	13
2021 Q3	$7.36M	Sell	139,955 -940	-0.7%	-$50.6K	1.46%	13
2021 Q2	$7.57M	Sell	140,895 -660	-0.5%	-$35.6K	1.62%	10
2021 Q1	$7.37M	Sell	141,555 -11,250	-7%	-$562K	1.68%	9
2020 Q4	$7.02M	Sell	152,805 -6,100	-4%	-$257K	1.68%	10
2020 Q3	$5.89M	Buy	158,905 +2,725	+2%	+$102K	1.56%	10
2020 Q2	$5.55M	Sell	156,180 -57,660	-27%	-$1.91M	1.58%	10
2020 Q1	$6.15M	Sell	213,840 -21,995	-9%	-$818K	1.76%	10
2019 Q4	$9.71M	Sell	235,835 -20,885	-8%	-$828K	2.1%	6
2019 Q3	$9.92M	Sell	256,720 -11,455	-4%	-$440K	2.2%	5
2019 Q2	$10.4M	Sell	268,175 -4,425	-2%	-$170K	2.26%	3
2019 Q1	$10.7M	Buy	+272,600	New	+$10.1M	2.11%	3

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bremer Bank National Association's IJH Position: Q1 2025 in Review

Bremer Bank National Association increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q1 2025, buying an estimated $461K and bringing the position to 169,813 shares worth $9.91M. The position accounts for 1.76% of the portfolio, ranked #11.

Bremer Bank National Association first reported a position in IJH in Q1 2019 and has held it in 25 quarters since. The position peaked at $10.7M in Q1 2019. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Bremer Bank National Association held 169,813 shares of iShares Core S&P Mid-Cap ETF worth $9.91M as of Q1 2025.
Bremer Bank National Association bought 7,421 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $461K.
iShares Core S&P Mid-Cap ETF made up 1.76% of Bremer Bank National Association's portfolio in Q1 2025, its #11 holding.
Bremer Bank National Association first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 25 quarters since.
Bremer Bank National Association's iShares Core S&P Mid-Cap ETF position peaked at $10.7M in Q1 2019.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Bremer Bank National Association's 13F filing for Q1 2025, filed 10 Apr 2025.