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

Eastern 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	$11.1M	Sell	144,466 -19,097	-12%	-$1.4M	0.17%	95
2026 Q1	$11M	Sell	163,563 -6,392	-4%	-$443K	0.19%	99
2025 Q4	$11.2M	Buy	169,955 +39,356	+30%	+$2.58M	0.19%	87
2025 Q3	$8.52M	Sell	130,599 -2,343	-2%	-$151K	0.15%	90
2025 Q2	$8.25M	Sell	132,942 -3,933	-3%	-$231K	0.16%	91
2025 Q1	$7.99M	Sell	136,875 -20,046	-13%	-$1.24M	0.16%	98
2024 Q4	$9.78M	Buy	156,921 +9,374	+6%	+$601K	0.18%	105
2024 Q3	$9.2M	Buy	147,547 +120,975	+455%	+$7.3M	0.16%	113
2024 Q2	$1.55M	Sell	26,572 -475	-2%	-$27.9K	0.06%	119
2024 Q1	$1.64M	Sell	27,047 -1,398	-5%	-$79.1K	0.07%	121
2023 Q4	$1.58M	Sell	28,445 -175	-0.6%	-$8.88K	0.07%	121
2023 Q3	$1.43M	Sell	28,620 -500	-2%	-$26.2K	0.07%	123
2023 Q2	$1.52M	Sell	29,120 -655	-2%	-$32.6K	0.07%	118
2023 Q1	$1.49M	Sell	29,775 -20	-0.1%	-$1.02K	0.07%	119
2022 Q4	$1.44M	Sell	29,795 -975	-3%	-$47.1K	0.08%	112
2022 Q3	$1.35M	Sell	30,770 -1,825	-6%	-$88.2K	0.08%	113
2022 Q2	$1.48M	Sell	32,595 -760	-2%	-$37.5K	0.08%	113
2022 Q1	$1.79M	Sell	33,355 -13,105	-28%	-$698K	0.08%	110
2021 Q4	$2.63M	Sell	46,460 -2,380	-5%	-$132K	0.11%	106
2021 Q3	$2.57M	Buy	48,840 +415	+0.9%	+$22.3K	0.12%	101
2021 Q2	$2.6M	Sell	48,425 -1,460	-3%	-$78.8K	0.13%	101
2021 Q1	$2.6M	Sell	49,885 -2,230	-4%	-$111K	0.14%	96
2020 Q4	$2.4M	Sell	52,115 -385	-0.7%	-$16.2K	0.13%	92
2020 Q3	$1.95M	Sell	52,500 -1,775	-3%	-$66.4K	0.12%	96
2020 Q2	$1.93M	Hold	54,275	–	–	0.13%	95
2020 Q1	$1.56M	Sell	54,275 -5,840	-10%	-$217K	0.12%	100
2019 Q4	$2.48M	Sell	60,115 -1,125	-2%	-$44.6K	0.14%	89
2019 Q3	$2.37M	Hold	61,240	–	–	0.15%	91
2019 Q2	$2.38M	Sell	61,240 -3,035	-5%	-$116K	0.15%	91
2019 Q1	$2.43M	Sell	64,275 -2,000	-3%	-$73.9K	0.16%	92
2018 Q4	$2.2M	Sell	66,275 -1,620	-2%	-$59.1K	0.16%	93
2018 Q3	$2.73M	Sell	67,895 -380	-0.6%	-$15.3K	0.18%	92
2018 Q2	$2.66M	Buy	68,275 +975	+1%	+$37.7K	0.18%	93
2018 Q1	$2.52M	Sell	67,300 -6,150	-8%	-$235K	0.18%	94
2017 Q4	$2.79M	Sell	73,450 -655	-0.9%	-$24.2K	0.19%	95
2017 Q3	$2.65M	Sell	74,105 -3,700	-5%	-$129K	0.19%	94
2017 Q2	$2.71M	Sell	77,805 -770	-1%	-$26.6K	0.2%	93
2017 Q1	$2.69M	Sell	78,575 -10,580	-12%	-$360K	0.2%	95
2016 Q4	$2.95M	Sell	89,155 -6,390	-7%	-$203K	0.23%	86
2016 Q3	$2.96M	Sell	95,545 -18,745	-16%	-$579K	0.24%	85
2016 Q2	$3.42M	Sell	114,290 -13,485	-11%	-$396K	0.28%	83
2016 Q1	$3.69M	Sell	127,775 -1,048,470	-89%	-$28M	0.3%	79
2015 Q4	$32.8M	Sell	1,176,245 -8,490	-0.7%	-$243K	2.73%	3
2015 Q3	$32.4M	Sell	1,184,735 -19,065	-2%	-$554K	2.82%	3
2015 Q2	$36.1M	Sell	1,203,800 -18,025	-1%	-$550K	2.92%	3
2015 Q1	$37.1M	Sell	1,221,825 -868,320	-42%	-$25.7M	2.97%	3
2014 Q4	$60.5M	Sell	2,090,145 -6,435	-0.3%	-$181K	4.8%	1
2014 Q3	$57.3M	Buy	2,096,580 +24,680	+1%	+$695K	4.63%	1
2014 Q2	$59.3M	Sell	2,071,900 -770	-0%	-$21.2K	4.8%	1
2014 Q1	$57M	Buy	2,072,670 +195,655	+10%	+$5.26M	4.8%	1
2013 Q4	$50.2M	Sell	1,877,015 -21,005	-1%	-$542K	4.28%	1
2013 Q3	$47.1M	Sell	1,898,020 -191,475	-9%	-$4.67M	4.32%	1
2013 Q2	$48.3M	Buy	+2,089,495	New	+$48.5M	4.49%	2

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

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Eastern Bank's IJH Position: Q2 2026 in Review

Eastern Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, selling an estimated $1.4M and leaving 144,466 shares worth $11.1M. The position accounts for 0.17% of the portfolio, ranked #95.

Eastern Bank first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $60.5M in Q4 2014. 500 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Eastern Bank held 144,466 shares of iShares Core S&P Mid-Cap ETF worth $11.1M as of Q2 2026.
Eastern Bank sold 19,097 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.4M.
iShares Core S&P Mid-Cap ETF made up 0.17% of Eastern Bank's portfolio in Q2 2026, its #95 holding.
Eastern Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Eastern Bank's iShares Core S&P Mid-Cap ETF position peaked at $60.5M in Q4 2014.
500 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.