Cape Cod Five Cents Savings Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$64.4M Hold
1,033,266
5.9% 2
2025
Q3
$64.4M Hold
1,033,266
5.9% 2
2025
Q2
$64.4M Hold
1,033,266
5.9% 2
2025
Q1
$64.4M Hold
1,033,266
5.9% 2
2024
Q4
$64.4M Hold
1,033,266
5.73% 2
2024
Q3
$64.4M Sell
1,033,266
-1,632
-0.2% -$98.4K 5.9% 2
2024
Q2
$60.6M Sell
1,034,898
-42,854
-4% -$2.52M 5.86% 2
2024
Q1
$65.5M Sell
1,077,752
-12,143
-1% -$687K 6.31% 2
2023
Q4
$60.4M Sell
1,089,895
-1,212,145
-53% -$61.5M 6.14% 2
2023
Q3
$115M Buy
2,302,040
+1,148,150
+100% +$60.2M 6.22% 2
2023
Q2
$60.3M Buy
1,153,890
+27,150
+2% +$1.35M 6.34% 2
2023
Q1
$56.4M Sell
1,126,740
-16,975
-1% -$865K 6.15% 2
2022
Q4
$55.3M Sell
1,143,715
-35,040
-3% -$1.69M 6.24% 2
2022
Q3
$51.7M Buy
1,178,755
+16,900
+1% +$817K 6.16% 2
2022
Q2
$52.6M Buy
1,161,855
+15,955
+1% +$788K 5.9% 2
2022
Q1
$61.5M Sell
1,145,900
-430
-0% -$22.9K 6.21% 2
2021
Q4
$64.9M Sell
1,146,330
-7,175
-0.6% -$399K 6.22% 2
2021
Q3
$60.7M Buy
1,153,505
+19,330
+2% +$1.04M 6.23% 2
2021
Q2
$61M Sell
1,134,175
-15,880
-1% -$857K 6.29% 2
2021
Q1
$59.9M Sell
1,150,055
-37,060
-3% -$1.85M 6.51% 2
2020
Q4
$54.6M Sell
1,187,115
-11,660
-1% -$491K 6.18% 2
2020
Q3
$44.4M Sell
1,198,775
-91,065
-7% -$3.4M 5.67% 3
2020
Q2
$45.9M Buy
1,289,840
+25,225
+2% +$838K 6.27% 3
2020
Q1
$36.4M Buy
1,264,615
+28,385
+2% +$1.06M 5.71% 3
2019
Q4
$50.9M Buy
1,236,230
+10,150
+0.8% +$402K 6.53% 3
2019
Q3
$47.4M Buy
1,226,080
+16,320
+1% +$627K 6.53% 3
2019
Q2
$47M Buy
1,209,760
+28,055
+2% +$1.08M 6.68% 2
2019
Q1
$44.8M Buy
1,181,705
+4,585
+0.4% +$169K 6.64% 2
2018
Q4
$39.1M Buy
1,177,120
+39,085
+3% +$1.43M 6.47% 2
2018
Q3
$45.8M Sell
1,138,035
-21,380
-2% -$859K 6.77% 2
2018
Q2
$45.2M Sell
1,159,415
-15,665
-1% -$605K 6.99% 2
2018
Q1
$44.1M Sell
1,175,080
-30,675
-3% -$1.17M 6.91% 2
2017
Q4
$45.8M Sell
1,205,755
-21,420
-2% -$792K 6.86% 2
2017
Q3
$43.9M Buy
1,227,175
+20,960
+2% +$730K 6.78% 2
2017
Q2
$42M Buy
1,206,215
+48,315
+4% +$1.67M 6.67% 2
2017
Q1
$39.7M Buy
1,157,900
+110,300
+11% +$3.75M 6.5% 2
2016
Q4
$34.6M Buy
1,047,600
+15,045
+1% +$477K 6.12% 2
2016
Q3
$31.9M Buy
1,032,555
+32,800
+3% +$1.01M 5.83% 2
2016
Q2
$29.9M Buy
999,755
+27,835
+3% +$816K 5.47% 2
2016
Q1
$28M Sell
971,920
-36,130
-4% -$965K 5.31% 1
2015
Q4
$28.1M Buy
1,008,050
+12,310
+1% +$352K 5.42% 2
2015
Q3
$27.2M Buy
995,740
+28,880
+3% +$840K 5.55% 1
2015
Q2
$29M Buy
966,860
+37,105
+4% +$1.13M 5.4% 2
2015
Q1
$28.3M Buy
929,755
+9,780
+1% +$289K 5.25% 2
2014
Q4
$26.6M Buy
919,975
+15,000
+2% +$421K 4.84% 2
2014
Q3
$24.7M Buy
904,975
+39,240
+5% +$1.11M 4.69% 2
2014
Q2
$24.8M Buy
865,735
+13,920
+2% +$382K 4.75% 2
2014
Q1
$23.4M Buy
851,815
+27,070
+3% +$728K 4.74% 2
2013
Q4
$22.1M Buy
824,745
+15,610
+2% +$403K 4.98% 1
2013
Q3
$20.1M Buy
809,135
+152,650
+23% +$3.73M 5% 1
2013
Q2
$15.2M Buy
+656,485
New +$15.2M 4.05% 2

Other funds holding IJH

Cape Cod Five Cents Savings Bank's IJH Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2025 at 1,033,266 shares worth $64.4M. The position accounts for 5.9% of the portfolio, ranked #2.

Cape Cod Five Cents Savings Bank first reported a position in IJH in Q2 2013 and has held it in 51 quarters since. The position peaked at $115M in Q3 2023. 2,635 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Cape Cod Five Cents Savings Bank held 1,033,266 shares of iShares Core S&P Mid-Cap ETF worth $64.4M as of Q4 2025.
  • Cape Cod Five Cents Savings Bank left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2025.
  • iShares Core S&P Mid-Cap ETF made up 5.9% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #2 holding.
  • Cape Cod Five Cents Savings Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Cape Cod Five Cents Savings Bank's iShares Core S&P Mid-Cap ETF position peaked at $115M in Q3 2023.
  • 2,635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.