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

City State Bank’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	$686K	Sell	8,890 -25	-0.3%	-$1.83K	0.16%	114
2026 Q1	$602K	Sell	8,915 -55	-0.6%	-$3.81K	0.16%	114
2025 Q4	$592K	Buy	8,970 +395	+5%	+$25.9K	0.16%	110
2025 Q3	$560K	Buy	8,575 +20	+0.2%	+$1.28K	0.16%	117
2025 Q2	$531K	Sell	8,555 -25	-0.3%	-$1.47K	0.17%	116
2025 Q1	$501K	Buy	8,580 +180	+2%	+$11.2K	0.17%	117
2024 Q4	$523K	Sell	8,400 -70	-0.8%	-$4.49K	0.18%	112
2024 Q3	$528K	Sell	8,470 -550	-6%	-$33.2K	0.19%	107
2024 Q2	$528K	Buy	9,020 +110	+1%	+$6.46K	0.22%	102
2024 Q1	$541K	Hold	8,910	–	–	0.24%	94
2023 Q4	$494K	Hold	8,910	–	–	0.25%	93
2023 Q3	$444K	Hold	8,910	–	–	0.24%	96
2023 Q2	$466K	Sell	8,910 -75	-0.8%	-$3.73K	0.25%	94
2023 Q1	$450K	Sell	8,985 -190	-2%	-$9.68K	0.26%	93
2022 Q4	$444K	Sell	9,175 -45	-0.5%	-$2.17K	0.27%	92
2022 Q3	$404K	Hold	9,220	–	–	0.28%	91
2022 Q2	$417K	Hold	9,220	–	–	0.29%	91
2022 Q1	$495K	Buy	9,220 +725	+9%	+$38.6K	0.3%	91
2021 Q4	$481K	Buy	+8,495	New	+$473K	0.3%	93

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

City State Bank's IJH Position: Q2 2026 in Review

City State Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q2 2026, selling an estimated $1.83K and leaving 8,890 shares worth $686K. The position accounts for 0.16% of the portfolio, ranked #114.

City State Bank first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

City State Bank held 8,890 shares of iShares Core S&P Mid-Cap ETF worth $686K as of Q2 2026.
City State Bank sold 25 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.83K.
iShares Core S&P Mid-Cap ETF made up 0.16% of City State Bank's portfolio in Q2 2026, its #114 holding.
City State Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.