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

Diversified 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 Q2	$42.6M	Buy	552,240 +1,253	+0.2%	+$91.9K	0.68%	22
2026 Q1	$37.2M	Sell	550,987 -9,303	-2%	-$645K	0.69%	21
2025 Q4	$37M	Buy	560,290 +5,963	+1%	+$391K	0.68%	21
2025 Q3	$36.2M	Sell	554,327 -73,227	-12%	-$4.71M	0.72%	21
2025 Q2	$38.9M	Buy	627,554 +74,552	+13%	+$4.38M	0.86%	21
2025 Q1	$32.3M	Buy	553,002 +34	+0%	+$2.11K	0.8%	21
2024 Q4	$34.5M	Buy	552,968 +345	+0.1%	+$22.1K	0.84%	20
2024 Q3	$34.4M	Buy	552,623 +43,058	+8%	+$2.6M	0.87%	19
2024 Q2	$29.8M	Sell	509,565 -310	-0.1%	-$18.2K	0.84%	19
2024 Q1	$31M	Sell	509,875 -4,000	-0.8%	-$226K	0.93%	17
2023 Q4	$28.5M	Buy	513,875 +19,355	+4%	+$982K	0.96%	16
2023 Q3	$24.7M	Buy	494,520 +3,575	+0.7%	+$187K	0.93%	18
2023 Q2	$25.7M	Buy	490,945 +16,805	+4%	+$835K	0.94%	19
2023 Q1	$23.7M	Buy	474,140 +6,725	+1%	+$343K	0.92%	16
2022 Q4	$22.6M	Sell	467,415 -175	-0%	-$8.46K	0.94%	17
2022 Q3	$20.5M	Sell	467,590 -18,005	-4%	-$870K	0.93%	16
2022 Q2	$22M	Buy	485,595 +40,995	+9%	+$2.02M	0.92%	17
2022 Q1	$23.9M	Sell	444,600 -30,320	-6%	-$1.61M	0.83%	18
2021 Q4	$26.9M	Buy	474,920 +42,110	+10%	+$2.34M	0.89%	18
2021 Q3	$22.8M	Sell	432,810 -36,845	-8%	-$1.98M	0.82%	17
2021 Q2	$25.2M	Buy	469,655 +5,370	+1%	+$290K	0.91%	16
2021 Q1	$24.2M	Sell	464,285 -39,155	-8%	-$1.96M	0.93%	15
2020 Q4	$23.1M	Sell	503,440 -25,880	-5%	-$1.09M	0.94%	15
2020 Q3	$19.6M	Sell	529,320 -258,105	-33%	-$9.65M	0.91%	19
2020 Q2	$28M	Sell	787,425 -39,225	-5%	-$1.3M	1.42%	15
2020 Q1	$23.8M	Sell	826,650 -2,895	-0.3%	-$108K	1.39%	16
2019 Q4	$34.1M	Sell	829,545 -8,735	-1%	-$346K	1.53%	18
2019 Q3	$32.4M	Buy	838,280 +31,655	+4%	+$1.22M	1.52%	17
2019 Q2	$31.3M	Hold	806,625	–	–	1.49%	17
2019 Q1	$30.6M	Buy	806,625 +34,255	+4%	+$1.27M	1.49%	18
2018 Q4	$25.7M	Buy	772,370 +1,860	+0.2%	+$67.9K	1.43%	19
2018 Q3	$31M	Buy	770,510 +20,040	+3%	+$806K	1.55%	17
2018 Q2	$29.2M	Buy	750,470 +3,470	+0.5%	+$134K	1.86%	15
2018 Q1	$28M	Buy	747,000 +79,360	+12%	+$3.04M	1.79%	17
2017 Q4	$25.3M	Sell	667,640 -1,535	-0.2%	-$56.8K	1.55%	18
2017 Q3	$23.9M	Sell	669,175 -1,495	-0.2%	-$52.1K	1.83%	16
2017 Q2	$23.3M	Buy	670,670 +29,000	+5%	+$1M	1.9%	15
2017 Q1	$22M	Buy	641,670 +24,440	+4%	+$832K	1.69%	13
2016 Q4	$20.4M	Buy	617,230 +546,055	+767%	+$17.3M	1.73%	13
2016 Q3	$2.2M	Buy	71,175 +30,950	+77%	+$957K	0.26%	68
2016 Q2	$1.2M	Hold	40,225	–	–	0.14%	148
2016 Q1	$1.16M	Sell	40,225 -4,285	-10%	-$114K	0.13%	159
2015 Q4	$1.24M	Sell	44,510 -44,965	-50%	-$1.28M	0.13%	156
2015 Q3	$2.44M	Buy	89,475 +50,250	+128%	+$1.46M	0.26%	90
2015 Q2	$1.18M	Hold	39,225	–	–	0.11%	195
2015 Q1	$1.19M	Hold	39,225	–	–	0.1%	204
2014 Q4	$1.14M	Buy	+39,225	New	+$1.1M	0.1%	211
2014 Q2	$522K	Buy	+18,245	New	+$501K	0.04%	358
2013 Q4	$442K	Buy	16,500 +960	+6%	+$24.8K	0.05%	342
2013 Q3	$386K	Hold	15,540	–	–	0.04%	360
2013 Q2	$359K	Buy	+15,540	New	+$361K	0.04%	364

Other funds holding IJH

VFA

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Diversified Trust's IJH Position: Q2 2026 in Review

Diversified Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q2 2026, buying an estimated $91.9K and bringing the position to 552,240 shares worth $42.6M. The position accounts for 0.68% of the portfolio, ranked #22.

Diversified Trust first reported a position in IJH in Q2 2013 and has held it in 51 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Diversified Trust held 552,240 shares of iShares Core S&P Mid-Cap ETF worth $42.6M as of Q2 2026.
Diversified Trust bought 1,253 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $91.9K.
iShares Core S&P Mid-Cap ETF made up 0.68% of Diversified Trust's portfolio in Q2 2026, its #22 holding.
Diversified Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.