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

Essex Savings 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	$1.56M	Sell	20,182 -1,040	-5%	-$76.3K	0.34%	68
2026 Q1	$1.43M	Buy	21,222 +732	+4%	+$50.8K	0.32%	69
2025 Q4	$1.35M	Hold	20,490	–	–	0.29%	72
2025 Q3	$1.34M	Buy	20,490 +302	+1%	+$19.4K	0.3%	72
2025 Q2	$1.25M	Hold	20,188	–	–	0.3%	75
2025 Q1	$1.18M	Hold	20,188	–	–	0.29%	78
2024 Q4	$1.26M	Buy	20,188 +2,950	+17%	+$189K	0.31%	74
2024 Q3	$1.07M	Sell	17,238 -9,461	-35%	-$571K	0.27%	83
2024 Q2	$1.56M	Buy	26,699 +21,276	+392%	+$1.25M	0.42%	54
2024 Q1	$1.5M	Sell	5,423 -21,692	-80%	-$1.23M	0.44%	55
2023 Q4	$1.5M	Sell	27,115 -955	-3%	-$48.4K	0.44%	55
2023 Q3	$1.4M	Sell	28,070 -70	-0.2%	-$3.67K	0.47%	46
2023 Q2	$1.47M	Buy	28,140 +3,425	+14%	+$170K	0.49%	45
2023 Q1	$1.24M	Sell	24,715 -2,825	-10%	-$144K	0.43%	53
2022 Q4	$1.33M	Buy	27,540 +3,120	+13%	+$151K	0.47%	48
2022 Q3	$1.07M	Hold	24,420	–	–	0.43%	55
2022 Q2	$1.1M	Sell	24,420 -435	-2%	-$21.5K	0.42%	57
2022 Q1	$1.33M	Sell	24,855 -650	-3%	-$34.6K	0.44%	55
2021 Q4	$1.44M	Buy	25,505 +425	+2%	+$23.7K	0.49%	49
2021 Q3	$1.38M	Buy	25,080 +13,780	+122%	+$741K	0.5%	49
2021 Q2	$616K	Hold	11,300	–	–	0.24%	102
2021 Q1	$563K	Buy	11,300 +1,625	+17%	+$81.2K	0.25%	97
2020 Q4	$445K	Sell	9,675 -2,350	-20%	-$99K	0.2%	117
2020 Q3	$446K	Buy	12,025 +2,350	+24%	+$87.9K	0.22%	106
2020 Q2	$344K	Sell	9,675 -12,225	-56%	-$406K	0.2%	116
2020 Q1	$630K	Buy	21,900 +13,370	+157%	+$497K	0.45%	61
2019 Q4	$351K	Hold	8,530	–	–	0.18%	121
2019 Q3	$329K	Buy	8,530 +35	+0.4%	+$1.34K	0.17%	118
2019 Q2	$294K	Buy	8,495 +3,625	+74%	+$139K	0.1%	176
2019 Q1	$184K	Sell	4,870 -3,000	-38%	-$111K	0.1%	151
2018 Q4	$261K	Buy	+7,870	New	+$287K	0.16%	112

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Essex Savings Bank's IJH Position: Q2 2026 in Review

Essex Savings Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q2 2026, selling an estimated $76.3K and leaving 20,182 shares worth $1.56M. The position accounts for 0.34% of the portfolio, ranked #68.

Essex Savings Bank first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.56M in Q2 2024. 1,817 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Essex Savings Bank held 20,182 shares of iShares Core S&P Mid-Cap ETF worth $1.56M as of Q2 2026.
Essex Savings Bank sold 1,040 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $76.3K.
iShares Core S&P Mid-Cap ETF made up 0.34% of Essex Savings Bank's portfolio in Q2 2026, its #68 holding.
Essex Savings Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's iShares Core S&P Mid-Cap ETF position peaked at $1.56M in Q2 2024.
1,817 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.