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

First American 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	$364K	Buy	4,715 +306	+7%	+$22.5K	0.02%	235
2026 Q1	$298K	Buy	4,409 +371	+9%	+$25.7K	0.02%	236
2025 Q4	$266K	Sell	4,038 -533	-12%	-$34.9K	0.02%	242
2025 Q3	$298K	Buy	4,571 +480	+12%	+$30.8K	0.02%	211
2025 Q2	$254K	Buy	+4,091	New	+$240K	0.02%	210
2020 Q1	–	Sell	-6,600	Closed	-$271K	–	123
2019 Q4	$271K	Hold	6,600	–	–	0.05%	119
2019 Q3	$255K	Hold	6,600	–	–	0.05%	111
2019 Q2	$256K	Hold	6,600	–	–	0.05%	104
2019 Q1	$250K	Hold	6,600	–	–	0.06%	102
2018 Q4	$219K	Hold	6,600	–	–	0.06%	103
2018 Q3	$266K	Hold	6,600	–	–	0.06%	102
2018 Q2	$257K	Buy	6,600 +1,245	+23%	+$48.1K	0.06%	109
2018 Q1	$201K	Hold	5,355	–	–	0.05%	125
2017 Q4	$203K	Buy	+5,355	New	+$198K	0.05%	116
2017 Q3	–	Sell	-6,850	Closed	-$238K	–	115
2017 Q2	$238K	Buy	+6,850	New	+$236K	0.07%	99
2014 Q1	–	Sell	-12,650	Closed	-$339K	–	109
2013 Q4	$339K	Hold	12,650	–	–	0.11%	101
2013 Q3	$314K	Sell	12,650 -2,415	-16%	-$58.9K	0.11%	101
2013 Q2	$348K	Buy	+15,065	New	+$350K	0.13%	95

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First American Trust's IJH Position: Q2 2026 in Review

First American Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q2 2026, buying an estimated $22.5K and bringing the position to 4,715 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #235.

First American Trust first reported a position in IJH in Q2 2013 and has held it in 18 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

First American Trust held 4,715 shares of iShares Core S&P Mid-Cap ETF worth $364K as of Q2 2026.
First American Trust bought 306 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.5K.
iShares Core S&P Mid-Cap ETF made up 0.02% of First American Trust's portfolio in Q2 2026, its #235 holding.
First American Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 18 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.