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

CoreFirst 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 Q1	$2.52M	Sell	37,339 -2,438	-6%	-$169K	1.34%	23
2025 Q4	$2.63M	Sell	39,777 -8,963	-18%	-$587K	1.42%	18
2025 Q3	$3.18M	Buy	48,740 +1,295	+3%	+$83.2K	1.72%	14
2025 Q2	$2.94M	Buy	47,445 +5,385	+13%	+$316K	1.66%	14
2025 Q1	$2.45M	Buy	42,060 +3,465	+9%	+$215K	1.58%	18
2024 Q4	$2.4M	Buy	38,595 +2,610	+7%	+$167K	1.43%	18
2024 Q3	$2.24M	Buy	35,985 +3,660	+11%	+$221K	1.3%	22
2024 Q2	$1.89M	Buy	32,325 +5,465	+20%	+$321K	1.27%	25
2024 Q1	$1.63M	Buy	26,860 +8,635	+47%	+$489K	1.02%	27
2023 Q4	$1.01M	Buy	18,225 +5,085	+39%	+$258K	0.67%	38
2023 Q3	$655K	Buy	13,140 +6,665	+103%	+$349K	0.47%	56
2023 Q2	$339K	Buy	6,475 +5,450	+532%	+$271K	0.24%	95
2023 Q1	$51.3K	Hold	1,025	–	–	0.04%	222
2022 Q4	$49.6K	Hold	1,025	–	–	0.04%	241
2022 Q3	$45K	Hold	1,025	–	–	0.04%	229
2022 Q2	$46K	Hold	1,025	–	–	0.04%	225
2022 Q1	$55K	Hold	1,025	–	–	0.04%	236
2021 Q4	$58K	Hold	1,025	–	–	0.04%	237
2021 Q3	$54K	Buy	+1,025	New	+$55.1K	0.04%	246

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CoreFirst Bank & Trust's IJH Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q1 2026, selling an estimated $169K and leaving 37,339 shares worth $2.52M. The position accounts for 1.34% of the portfolio, ranked #23.

CoreFirst Bank & Trust first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.18M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

CoreFirst Bank & Trust held 37,339 shares of iShares Core S&P Mid-Cap ETF worth $2.52M as of Q1 2026.
CoreFirst Bank & Trust sold 2,438 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $169K.
iShares Core S&P Mid-Cap ETF made up 1.34% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #23 holding.
CoreFirst Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
CoreFirst Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $3.18M in Q3 2025.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.