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

Country Club 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
2025
Q3 		$11.1M Buy
170,664
+2,526
+2% +$162K 0.66% 36
2025
Q2 		$10.4M Buy
168,138
+2,327
+1% +$137K 0.66% 38
2025
Q1 		$9.65M Buy
165,811
+14,020
+9% +$871K 0.65% 41
2024
Q4 		$9.44M Buy
151,791
+1,345
+0.9% +$86.3K 0.63% 42
2024
Q3 		$9.37M Sell
150,446
-5,193
-3% -$313K 0.63% 42
2024
Q2 		$9.08M Buy
155,639
+17,748
+13% +$1.04M 0.63% 44
2024
Q1 		$8.38M Buy
137,891
+9,776
+8% +$553K 0.59% 49
2023
Q4 		$7.17M Buy
128,115
+25
+0% +$1.27K 0.54% 56
2023
Q3 		$6.41M Buy
128,090
+1,075
+0.8% +$56.3K 0.52% 57
2023
Q2 		$6.6M Sell
127,015
-2,675
-2% -$133K 0.52% 56
2023
Q1 		$6.38M Buy
129,690
+1,605
+1% +$81.8K 0.52% 60
2022
Q4 		$6.2M Buy
128,085
+9,000
+8% +$435K 0.54% 58
2022
Q3 		$5.26M Buy
119,085
+11,180
+10% +$541K 0.5% 64
2022
Q2 		$4.93M Buy
+107,905
New +$5.33M 0.46% 70

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Country Club Bank's IJH Position: Q3 2025 in Review

Country Club Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q3 2025, buying an estimated $162K and bringing the position to 170,664 shares worth $11.1M. The position accounts for 0.66% of the portfolio, ranked #36.

Country Club Bank first reported a position in IJH in Q2 2022 and has held it in 14 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Country Club Bank held 170,664 shares of iShares Core S&P Mid-Cap ETF worth $11.1M as of Q3 2025.
  • Country Club Bank bought 2,526 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $162K.
  • iShares Core S&P Mid-Cap ETF made up 0.66% of Country Club Bank's portfolio in Q3 2025, its #36 holding.
  • Country Club Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 14 quarters since.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.