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

Central Bank & Trust’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	$6M	Buy	77,787 +7,604	+11%	+$558K	0.85%	29
2026 Q1	$4.74M	Buy	70,183 +5,047	+8%	+$350K	0.74%	34
2025 Q4	$4.3M	Buy	65,136 +225	+0.3%	+$14.7K	0.66%	41
2025 Q3	$4.24M	Sell	64,911 -435	-0.7%	-$28K	0.67%	41
2025 Q2	$4.05M	Sell	65,346 -393	-0.6%	-$23.1K	0.66%	42
2025 Q1	$3.84M	Sell	65,739 -491	-0.7%	-$30.5K	0.64%	47
2024 Q4	$4.13M	Sell	66,230 -5	-0%	-$321	0.62%	45
2024 Q3	$4.13M	Sell	66,235 -749	-1%	-$45.2K	0.57%	49
2024 Q2	$3.92M	Buy	66,984 +2,888	+5%	+$170K	0.55%	51
2024 Q1	$3.89M	Sell	64,096 -1,834	-3%	-$104K	0.55%	52
2023 Q4	$3.65M	Buy	65,930 +1,995	+3%	+$101K	0.57%	55
2023 Q3	$3.19M	Sell	63,935 -25	-0%	-$1.31K	0.55%	56
2023 Q2	$3.34M	Sell	63,960 -1,645	-3%	-$81.8K	0.57%	55
2023 Q1	$3.28M	Sell	65,605 -3,400	-5%	-$173K	0.58%	57
2022 Q4	$3.34M	Buy	69,005 +450	+0.7%	+$21.7K	0.63%	55
2022 Q3	$3.01M	Sell	68,555 -925	-1%	-$44.7K	0.65%	53
2022 Q2	$3.14M	Buy	69,480 +4,715	+7%	+$233K	0.64%	53
2022 Q1	$3.48M	Sell	64,765 -435	-0.7%	-$23.2K	0.55%	53
2021 Q4	$3.69M	Sell	65,200 -20	-0%	-$1.11K	0.57%	51
2021 Q3	$3.43M	Sell	65,220 -10	-0%	-$538	0.56%	53
2021 Q2	$3.51M	Sell	65,230 -4,060	-6%	-$219K	0.57%	53
2021 Q1	$3.61M	Sell	69,290 -830	-1%	-$41.5K	0.62%	51
2020 Q4	$3.22M	Sell	70,120 -3,280	-4%	-$138K	0.56%	54
2020 Q3	$2.72M	Buy	73,400 +25,675	+54%	+$960K	0.51%	57
2020 Q2	$1.7M	Buy	47,725 +2,905	+6%	+$96.5K	0.34%	73
2020 Q1	$1.29M	Sell	44,820 -4,325	-9%	-$161K	0.31%	75
2019 Q4	$2.02M	Sell	49,145 -325	-0.7%	-$12.9K	0.4%	65
2019 Q3	$1.91M	Buy	49,470 +630	+1%	+$24.2K	0.41%	65
2019 Q2	$1.9M	Sell	48,840 -1,260	-3%	-$48.3K	0.43%	64
2019 Q1	$1.9M	Sell	50,100 -39,280	-44%	-$1.45M	0.43%	65
2018 Q4	$2.97M	Buy	89,380 +8,705	+11%	+$318K	0.75%	43
2018 Q3	$3.25M	Buy	80,675 +13,050	+19%	+$525K	0.75%	46
2018 Q2	$2.63M	Sell	67,625 -4,945	-7%	-$191K	0.66%	58
2018 Q1	$2.72M	Buy	72,570 +13,520	+23%	+$517K	0.68%	57
2017 Q4	$2.24M	Sell	59,050 -875	-1%	-$32.4K	0.54%	61
2017 Q3	$2.14M	Sell	59,925 -5,180	-8%	-$180K	0.53%	59
2017 Q2	$2.27M	Sell	65,105 -2,885	-4%	-$99.6K	0.59%	57
2017 Q1	$2.33M	Sell	67,990 -335	-0.5%	-$11.4K	0.6%	56
2016 Q4	$2.26M	Sell	68,325 -5,555	-8%	-$176K	0.6%	53
2016 Q3	$2.29M	Sell	73,880 -745	-1%	-$23K	0.64%	54
2016 Q2	$2.23M	Sell	74,625 -8,500	-10%	-$249K	0.64%	51
2016 Q1	$2.4M	Buy	83,125 +18,665	+29%	+$499K	0.67%	50
2015 Q4	$1.8M	Buy	64,460 +28,715	+80%	+$820K	0.52%	60
2015 Q3	$977K	Buy	35,745 +8,350	+30%	+$243K	0.32%	70
2015 Q2	$822K	Buy	27,395 +18,250	+200%	+$557K	0.26%	73
2015 Q1	$278K	Buy	9,145 +7,365	+414%	+$218K	0.09%	109
2014 Q4	$52K	Buy	+1,780	New	+$50K	0.02%	188

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Central Bank & Trust's IJH Position: Q2 2026 in Review

Central Bank & Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, buying an estimated $558K and bringing the position to 77,787 shares worth $6M. The position accounts for 0.85% of the portfolio, ranked #29.

Central Bank & Trust first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Central Bank & Trust held 77,787 shares of iShares Core S&P Mid-Cap ETF worth $6M as of Q2 2026.
Central Bank & Trust bought 7,604 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $558K.
iShares Core S&P Mid-Cap ETF made up 0.85% of Central Bank & Trust's portfolio in Q2 2026, its #29 holding.
Central Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.