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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$106M Sell
1,565,305
-78,954
-5% -$5.48M 1.04% 8
2025
Q4
$109M Sell
1,644,259
-616,594
-27% -$40.4M 0.99% 7
2025
Q3
$148M Sell
2,260,853
-16,914
-0.7% -$1.09M 1.34% 6
2025
Q2
$141M Buy
2,277,767
+4,968
+0.2% +$292K 1.25% 5
2025
Q1
$133M Sell
2,272,799
-56,817
-2% -$3.53M 1.21% 6
2024
Q4
$145M Sell
2,329,616
-80,855
-3% -$5.19M 1.32% 5
2024
Q3
$150M Buy
2,410,471
+31,436
+1% +$1.9M 1.34% 5
2024
Q2
$139M Buy
2,379,035
+7,769
+0.3% +$456K 1.32% 6
2024
Q1
$144M Buy
2,371,266
+12,396
+0.5% +$702K 1.34% 4
2023
Q4
$131M Sell
2,358,870
-16,005
-0.7% -$812K 1.4% 5
2023
Q3
$118M Buy
2,374,875
+65,210
+3% +$3.42M 1.37% 5
2023
Q2
$121M Buy
2,309,665
+62,145
+3% +$3.09M 1.28% 5
2023
Q1
$112M Buy
2,247,520
+23,585
+1% +$1.2M 1.27% 5
2022
Q4
$108M Buy
2,223,935
+19,730
+0.9% +$953K 1.36% 5
2022
Q3
$96.7M Buy
2,204,205
+42,970
+2% +$2.08M 1.43% 5
2022
Q2
$97.8M Buy
2,161,235
+5,730
+0.3% +$283K 1.48% 4
2022
Q1
$116M Buy
2,155,505
+35,020
+2% +$1.86M 1.38% 4
2021
Q4
$120M Buy
2,120,485
+1,940
+0.1% +$108K 1.41% 4
2021
Q3
$111M Buy
2,118,545
+1,275
+0.1% +$68.6K 1.36% 4
2021
Q2
$114M Sell
2,117,270
-53,335
-2% -$2.88M 1.41% 4
2021
Q1
$113M Sell
2,170,605
-128,520
-6% -$6.42M 1.49% 4
2020
Q4
$106M Sell
2,299,125
-210,930
-8% -$8.89M 1.4% 4
2020
Q3
$93M Buy
2,510,055
+14,890
+0.6% +$557K 1.44% 4
2020
Q2
$88.7M Buy
2,495,165
+123,085
+5% +$4.09M 1.56% 4
2020
Q1
$68.2M Buy
2,372,080
+283,460
+14% +$10.5M 1.36% 4
2019
Q4
$86M Sell
2,088,620
-132,335
-6% -$5.24M 1.35% 4
2019
Q3
$85.8M Buy
2,220,955
+37,485
+2% +$1.44M 1.33% 3
2019
Q2
$84.8M Buy
2,183,470
+3,725
+0.2% +$143K 1.34% 3
2019
Q1
$82.6M Buy
2,179,745
+28,625
+1% +$1.06M 1.36% 4
2018
Q4
$71.4M Buy
2,151,120
+208,685
+11% +$7.61M 1.41% 4
2018
Q3
$78.2M Buy
1,942,435
+18,935
+1% +$761K 1.41% 3
2018
Q2
$74.9M Buy
1,923,500
+56,640
+3% +$2.19M 1.43% 3
2018
Q1
$70M Buy
1,866,860
+129,065
+7% +$4.94M 1.39% 3
2017
Q4
$66M Buy
1,737,795
+128,280
+8% +$4.74M 1.34% 3
2017
Q3
$57.6M Buy
1,609,515
+166,665
+12% +$5.8M 1.26% 3
2017
Q2
$50.2M Buy
1,442,850
+368,695
+34% +$12.7M 1.15% 3
2017
Q1
$36.8M Buy
1,074,155
+525,170
+96% +$17.9M 0.88% 3
2016
Q4
$18.2M Buy
548,985
+110,655
+25% +$3.51M 0.48% 5
2016
Q3
$13.6M Buy
438,330
+106,275
+32% +$3.28M 0.36% 10
2016
Q2
$9.92M Buy
332,055
+180,665
+119% +$5.3M 0.25% 25
2016
Q1
$4.37M Buy
151,390
+33,245
+28% +$888K 0.12% 56
2015
Q4
$3.29M Sell
118,145
-9,125
-7% -$261K 0.1% 49
2015
Q3
$3.48M Buy
127,270
+8,370
+7% +$243K 0.1% 34
2015
Q2
$3.57M Sell
118,900
-8,090
-6% -$247K 0.1% 35
2015
Q1
$3.86M Sell
126,990
-8,120
-6% -$240K 0.12% 36
2014
Q4
$3.91M Sell
135,110
-42,910
-24% -$1.21M 0.11% 39
2014
Q3
$4.87M Sell
178,020
-67,990
-28% -$1.92M 0.16% 37
2014
Q2
$7.04M Sell
246,010
-14,490
-6% -$398K 0.22% 34
2014
Q1
$7.16M Buy
260,500
+135,665
+109% +$3.65M 0.23% 35
2013
Q4
$3.34M Buy
124,835
+11,520
+10% +$297K 0.11% 44
2013
Q3
$2.81M Buy
113,315
+20,700
+22% +$505K 0.11% 42
2013
Q2
$2.14M Buy
+92,615
New +$2.15M 0.08% 49

Other funds holding IJH

Greenleaf Trust's IJH Position: Q1 2026 in Review

Greenleaf Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q1 2026, selling an estimated $5.48M and leaving 1,565,305 shares worth $106M. The position accounts for 1.04% of the portfolio, ranked #8.

Greenleaf Trust first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $150M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Greenleaf Trust held 1,565,305 shares of iShares Core S&P Mid-Cap ETF worth $106M as of Q1 2026.
  • Greenleaf Trust sold 78,954 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.48M.
  • iShares Core S&P Mid-Cap ETF made up 1.04% of Greenleaf Trust's portfolio in Q1 2026, its #8 holding.
  • Greenleaf Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Greenleaf Trust's iShares Core S&P Mid-Cap ETF position peaked at $150M in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.