BTC Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BTC Capital Management’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	$312K	Sell	4,051 -2,648	-40%	-$194K	0.02%	194
2026 Q1	$452K	Buy	6,699 +3,025	+82%	+$210K	0.03%	181
2025 Q4	$242K	Hold	3,674	–	–	0.02%	200
2025 Q3	$240K	Hold	3,674	–	–	0.02%	198
2025 Q2	$228K	Sell	3,674 -3,455	-48%	-$203K	0.02%	197
2025 Q1	$416K	Buy	7,129 +1,733	+32%	+$108K	0.04%	172
2024 Q4	$336K	Sell	5,396 -94	-2%	-$6.03K	0.03%	186
2024 Q3	$342K	Buy	5,490 +710	+15%	+$42.8K	0.03%	194
2024 Q2	$280K	Hold	4,780	–	–	0.03%	199
2024 Q1	$290K	Buy	+4,780	New	+$271K	0.03%	204
2023 Q3	$238K	Hold	4,780	–	–	0.03%	217
2023 Q2	$250K	Hold	4,780	–	–	0.03%	222
2023 Q1	$239K	Sell	4,780 -2,025	-30%	-$103K	0.03%	215
2022 Q4	$329K	Buy	6,805 +1,905	+39%	+$92K	0.04%	198
2022 Q3	$215K	Sell	4,900 -325	-6%	-$15.7K	0.03%	233
2022 Q2	$236K	Sell	5,225 -18,455	-78%	-$911K	0.03%	240
2022 Q1	$1.27M	Hold	23,680	–	–	0.13%	126
2021 Q4	$1.34M	Buy	23,680 +1,000	+4%	+$55.7K	0.13%	122
2021 Q3	$1.19M	Sell	22,680 -595	-3%	-$32K	0.13%	118
2021 Q2	$1.25M	Sell	23,275 -370	-2%	-$20K	0.14%	107
2021 Q1	$1.23M	Sell	23,645 -1,035	-4%	-$51.7K	0.14%	110
2020 Q4	$1.14M	Sell	24,680 -350	-1%	-$14.7K	0.14%	115
2020 Q3	$928K	Hold	25,030	–	–	0.13%	115
2020 Q2	$890K	Sell	25,030 -3,645	-13%	-$121K	0.14%	108
2020 Q1	$825K	Buy	28,675 +815	+3%	+$30.3K	0.16%	105
2019 Q4	$1.15M	Hold	27,860	–	–	0.16%	109
2019 Q3	$1.08M	Hold	27,860	–	–	0.17%	106
2019 Q2	$1.08M	Hold	27,860	–	–	0.18%	111
2019 Q1	$1.06M	Sell	27,860 -1,905	-6%	-$70.4K	0.17%	112
2018 Q4	$988K	Hold	29,765	–	–	0.18%	110
2018 Q3	$1.2M	Buy	+29,765	New	+$1.2M	0.2%	109
2018 Q2	–	Sell	-29,765	Closed	-$1.11M	–	155
2018 Q1	$1.11M	Sell	29,765 -990	-3%	-$37.9K	0.18%	108
2017 Q4	$1.17M	Buy	30,755 +11,230	+58%	+$415K	0.2%	98
2017 Q3	$698K	Sell	19,525 -3,025	-13%	-$105K	0.12%	119
2017 Q2	$784K	Hold	22,550	–	–	0.14%	116
2017 Q1	$773K	Hold	22,550	–	–	0.14%	114
2016 Q4	$745K	Hold	22,550	–	–	0.15%	113
2016 Q3	$698K	Hold	22,550	–	–	0.15%	108
2016 Q2	$673K	Hold	22,550	–	–	0.15%	105
2016 Q1	$650K	Hold	22,550	–	–	0.15%	106
2015 Q4	$628K	Sell	22,550 -345,950	-94%	-$9.88M	0.15%	117
2015 Q3	$10.1M	Sell	368,500 -4,700	-1%	-$137K	2.42%	5
2015 Q2	$11.2M	Buy	373,200 +32,950	+10%	+$1M	2.6%	5
2015 Q1	$10.3M	Buy	340,250 +163,250	+92%	+$4.83M	2.38%	6
2014 Q4	$5.13M	Buy	177,000 +147,100	+492%	+$4.13M	1.27%	16
2014 Q3	$818K	Buy	+29,900	New	+$843K	0.21%	106

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

BTC Capital Management's IJH Position: Q2 2026 in Review

BTC Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 40% in Q2 2026, selling an estimated $194K and leaving 4,051 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #194.

BTC Capital Management first reported a position in IJH in Q3 2014 and has held it in 46 quarters since. The position peaked at $11.2M in Q2 2015. 873 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BTC Capital Management held 4,051 shares of iShares Core S&P Mid-Cap ETF worth $312K as of Q2 2026.
BTC Capital Management sold 2,648 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $194K.
iShares Core S&P Mid-Cap ETF made up 0.02% of BTC Capital Management's portfolio in Q2 2026, its #194 holding.
BTC Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 46 quarters since.
BTC Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $11.2M in Q2 2015.
873 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.