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

Cetera Trust Company’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	$110K	Hold	1,424	–	–	0.06%	199
2026 Q1	$96.2K	Hold	1,424	–	–	0.05%	198
2025 Q4	$94K	Buy	1,424 +424	+42%	+$27.8K	0.05%	196
2025 Q3	$65.3K	Hold	1,000	–	–	0.04%	217
2025 Q2	$62K	Hold	1,000	–	–	0.04%	216
2025 Q1	$58.4K	Hold	1,000	–	–	0.04%	220
2024 Q4	$62.3K	Hold	1,000	–	–	0.04%	215
2024 Q3	$62.3K	Hold	1,000	–	–	0.04%	225
2024 Q2	$58.5K	Hold	1,000	–	–	0.04%	221
2024 Q1	$60.7K	Hold	1,000	–	–	0.04%	221
2023 Q4	$55.4K	Buy	+1,000	New	+$50.7K	0.03%	220

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Trust Company's IJH Position: Q2 2026 in Review

Cetera Trust Company held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,424 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #199.

Cetera Trust Company first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cetera Trust Company held 1,424 shares of iShares Core S&P Mid-Cap ETF worth $110K as of Q2 2026.
Cetera Trust Company left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Cetera Trust Company's portfolio in Q2 2026, its #199 holding.
Cetera Trust Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.