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

Enterprise 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
2025
Q2 		$19.3M Sell
311,078
-29,304
-9% -$1.72M 7.21% 1
2025
Q1 		$19.9M Sell
340,382
-28,655
-8% -$1.78M 7.67% 1
2024
Q4 		$23M Buy
369,037
+14,091
+4% +$904K 7.57% 2
2024
Q3 		$22.1M Sell
354,946
-1,060
-0.3% -$63.9K 7.13% 2
2024
Q2 		$20.8M Sell
356,006
-110,328
-24% -$6.48M 7.12% 2
2024
Q1 		$28.3M Sell
466,334
-41,486
-8% -$2.35M 9.72% 1
2023
Q4 		$28.1M Buy
507,820
+19,215
+4% +$975K 10.02% 1
2023
Q3 		$24.4M Buy
488,605
+7,675
+2% +$402K 10.05% 1
2023
Q2 		$25.2M Buy
480,930
+7,450
+2% +$370K 9.62% 1
2023
Q1 		$23.7M Buy
473,480
+180,000
+61% +$9.17M 10.24% 1
2022
Q4 		$14.2M Sell
293,480
-2,350
-0.8% -$114K 6.72% 2
2022
Q3 		$13M Sell
295,830
-7,400
-2% -$358K 6.75% 2
2022
Q2 		$13.7M Sell
303,230
-4,620
-2% -$228K 6.21% 2
2022
Q1 		$16.5M Buy
307,850
+18,105
+6% +$964K 6.49% 2
2021
Q4 		$16.4M Buy
289,745
+45,025
+18% +$2.51M 5.74% 2
2021
Q3 		$12.9M Buy
244,720
+36,715
+18% +$1.98M 5.08% 2
2021
Q2 		$11.2M Buy
208,005
+38,065
+22% +$2.06M 4.41% 2
2021
Q1 		$8.85M Buy
169,940
+105,285
+163% +$5.26M 3.73% 6
2020
Q4 		$2.97M Buy
64,655
+45,510
+238% +$1.92M 1.28% 28
2020
Q3 		$710K Buy
19,145
+5,065
+36% +$189K 0.33% 60
2020
Q2 		$501K Sell
14,080
-6,595
-32% -$219K 0.25% 61
2020
Q1 		$595K Sell
20,675
-535
-3% -$19.9K 0.35% 59
2019
Q4 		$873K Hold
21,210
– – 0.39% 57
2019
Q3 		$820K Hold
21,210
– – 0.4% 58
2019
Q2 		$824K Buy
21,210
+125
+0.6% +$4.79K 0.42% 57
2019
Q1 		$799K Buy
+21,085
New +$779K 0.33% 68

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Enterprise Bank & Trust's IJH Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.6% in Q2 2025, selling an estimated $1.72M and leaving 311,078 shares worth $19.3M. The position accounts for 7.21% of the portfolio, ranked #1.

Enterprise Bank & Trust first reported a position in IJH in Q1 2019 and has held it in 26 quarters since. The position peaked at $28.3M in Q1 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Enterprise Bank & Trust held 311,078 shares of iShares Core S&P Mid-Cap ETF worth $19.3M as of Q2 2025.
  • Enterprise Bank & Trust sold 29,304 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $1.72M.
  • iShares Core S&P Mid-Cap ETF made up 7.21% of Enterprise Bank & Trust's portfolio in Q2 2025, its #1 holding.
  • Enterprise Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • Enterprise Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $28.3M in Q1 2024.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.