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

Exchange 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 		$2.53M Sell
32,861
-69
-0.2% -$5.06K 1.58% 17
2026
Q1 		$2.22M Buy
32,930
+615
+2% +$42.7K 1.54% 19
2025
Q4 		$2.13M Sell
32,315
-350
-1% -$22.9K 1.48% 19
2025
Q3 		$2.13M Buy
32,665
+307
+0.9% +$19.7K 1.48% 19
2025
Q2 		$2.01M Sell
32,358
-83
-0.3% -$4.87K 1.59% 19
2025
Q1 		$1.89M Sell
32,441
-100
-0.3% -$6.21K 1.53% 18
2024
Q4 		$2.03M Buy
32,541
+549
+2% +$35.2K 1.63% 16
2024
Q3 		$1.99M Sell
31,992
-120
-0.4% -$7.24K 1.63% 17
2024
Q2 		$1.88M Sell
32,112
-248
-0.8% -$14.6K 1.6% 17
2024
Q1 		$1.97M Sell
32,360
-960
-3% -$54.4K 1.62% 17
2023
Q4 		$1.85M Hold
33,320
– – 1.6% 16
2023
Q3 		$1.66M Sell
33,320
-115
-0.3% -$6.03K 1.59% 17
2023
Q2 		$1.75M Buy
+33,435
New +$1.66M 1.69% 16

Other funds holding IJH

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Exchange Bank's IJH Position: Q2 2026 in Review

Exchange Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.21% in Q2 2026, selling an estimated $5.06K and leaving 32,861 shares worth $2.53M. The position accounts for 1.58% of the portfolio, ranked #17.

Exchange Bank first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Exchange Bank held 32,861 shares of iShares Core S&P Mid-Cap ETF worth $2.53M as of Q2 2026.
  • Exchange Bank sold 69 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.06K.
  • iShares Core S&P Mid-Cap ETF made up 1.58% of Exchange Bank's portfolio in Q2 2026, its #17 holding.
  • Exchange Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.