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

Country Trust 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 		$5.32K Buy
+69
New +$5.06K ﹤0.01% 427
2025
Q1 		– Sell
-122
Closed -$7.6K – 389
2024
Q4 		$7.6K Hold
122
– – ﹤0.01% 263
2024
Q3 		$7.6K Sell
122
-215
-64% -$13K ﹤0.01% 264
2024
Q2 		$19.7K Buy
+337
New +$19.8K ﹤0.01% 213
2022
Q4 		– Sell
-380
Closed -$17K – 350
2022
Q3 		$17K Hold
380
– – ﹤0.01% 254
2022
Q2 		$17K Hold
380
– – ﹤0.01% 257
2022
Q1 		$20K Hold
380
– – ﹤0.01% 264
2021
Q4 		$22K Hold
380
– – ﹤0.01% 274
2021
Q3 		$20K Hold
380
– – ﹤0.01% 274
2021
Q2 		$20K Buy
380
+180
+90% +$9.72K ﹤0.01% 257
2021
Q1 		$10K Buy
+200
New +$9.99K ﹤0.01% 292
2018
Q4 		– Sell
-165
Closed -$7K – 365
2018
Q3 		$7K Sell
165
-150
-48% -$6.03K ﹤0.01% 232
2018
Q2 		$12K Buy
+315
New +$12.2K ﹤0.01% 202
2015
Q3 		– Sell
-10,150
Closed -$304K – 248
2015
Q2 		$304K Buy
10,150
+9,800
+2,800% +$299K 0.02% 99
2015
Q1 		$11K Hold
350
– – ﹤0.01% 184
2014
Q4 		$10.1K Buy
+350
New +$9.83K ﹤0.01% 162

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Country Trust Bank's IJH Position: Q2 2026 in Review

Country Trust Bank opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 69 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Country Trust Bank previously reported a position in IJH as recently as Q4 2024.

Country Trust Bank first reported a position in IJH in Q4 2014 and has held it in 16 quarters since. The position peaked at $304K in Q2 2015. 570 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Country Trust Bank held 69 shares of iShares Core S&P Mid-Cap ETF worth $5.32K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Country Trust Bank position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #427 holding.
  • Country Trust Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 16 quarters since.
  • Country Trust Bank's iShares Core S&P Mid-Cap ETF position peaked at $304K in Q2 2015.
  • 570 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.