Grimes & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Grimes & Company’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	$13.9M	Buy	180,370 +739	+0.4%	+$54.2K	0.3%	64
2026 Q1	$12.1M	Buy	179,631 +765	+0.4%	+$53.1K	0.34%	64
2025 Q4	$11.8M	Sell	178,866 -182	-0.1%	-$11.9K	0.28%	66
2025 Q3	$11.7M	Buy	179,048 +3,657	+2%	+$235K	0.29%	67
2025 Q2	$10.9M	Sell	175,391 -117	-0.1%	-$6.87K	0.3%	72
2025 Q1	$10.2M	Buy	175,508 +5,459	+3%	+$339K	0.32%	74
2024 Q4	$10.6M	Buy	170,049 +7,274	+4%	+$467K	0.31%	75
2024 Q3	$10.1M	Buy	162,775 +2,278	+1%	+$137K	0.27%	79
2024 Q2	$9.39M	Sell	160,497 -680	-0.4%	-$39.9K	0.28%	81
2024 Q1	$9.79M	Buy	161,177 +27	+0%	+$1.53K	0.3%	78
2023 Q4	$8.93M	Sell	161,150 -2,545	-2%	-$129K	0.3%	77
2023 Q3	$8.16M	Sell	163,695 -1,190	-0.7%	-$62.4K	0.32%	74
2023 Q2	$8.62M	Buy	164,885 +3,085	+2%	+$153K	0.31%	70
2023 Q1	$8.1M	Buy	161,800 +3,155	+2%	+$161K	0.33%	68
2022 Q4	$7.67M	Sell	158,645 -1,045	-0.7%	-$50.5K	0.32%	61
2022 Q3	$7M	Sell	159,690 -2,005	-1%	-$96.9K	0.37%	62
2022 Q2	$7.32M	Sell	161,695 -5,730	-3%	-$283K	0.37%	64
2022 Q1	$8.98M	Sell	167,425 -16,195	-9%	-$862K	0.47%	65
2021 Q4	$10.4M	Sell	183,620 -265	-0.1%	-$14.8K	0.48%	58
2021 Q3	$9.68M	Buy	183,885 +4,515	+3%	+$243K	0.42%	63
2021 Q2	$9.64M	Sell	179,370 -3,370	-2%	-$182K	0.42%	64
2021 Q1	$9.51M	Buy	182,740 +1,090	+0.6%	+$54.4K	0.46%	61
2020 Q4	$8.35M	Sell	181,650 -2,715	-1%	-$114K	0.43%	64
2020 Q3	$6.83M	Sell	184,365 -1,990	-1%	-$74.4K	0.44%	65
2020 Q2	$6.63M	Sell	186,355 -16,530	-8%	-$549K	0.46%	64
2020 Q1	$5.84M	Sell	202,885 -55,170	-21%	-$2.05M	0.53%	48
2019 Q4	$10.6M	Sell	258,055 -20	-0%	-$793	0.7%	35
2019 Q3	$9.97M	Sell	258,075 -11,195	-4%	-$430K	0.71%	34
2019 Q2	$10.5M	Sell	269,270 -18,835	-7%	-$722K	0.79%	31
2019 Q1	$10.9M	Sell	288,105 -295	-0.1%	-$10.9K	0.86%	29
2018 Q4	$9.58M	Sell	288,400 -612,585	-68%	-$22.4M	0.93%	21
2018 Q3	$36.3M	Buy	900,985 +980	+0.1%	+$39.4K	2.9%	6
2018 Q2	$35.1M	Sell	900,005 -1,700	-0.2%	-$65.7K	3.1%	5
2018 Q1	$33.8M	Buy	901,705 +12,970	+1%	+$496K	3.28%	3
2017 Q4	$33.7M	Buy	888,735 +18,350	+2%	+$679K	3.26%	4
2017 Q3	$31.1M	Sell	870,385 -7,650	-0.9%	-$266K	3.31%	7
2017 Q2	$30.5M	Sell	878,035 -3,100	-0.4%	-$107K	3.41%	6
2017 Q1	$30.2M	Sell	881,135 -26,430	-3%	-$899K	3.31%	8
2016 Q4	$30M	Sell	907,565 -1,505	-0.2%	-$47.7K	3.48%	7
2016 Q3	$28.1M	Buy	909,070 +3,455	+0.4%	+$107K	3.76%	3
2016 Q2	$27.1M	Buy	905,615 +618,050	+215%	+$18.1M	3.62%	6
2016 Q1	$8.29M	Buy	287,565 +42,605	+17%	+$1.14M	1.07%	14
2015 Q4	$6.83M	Sell	244,960 -27,795	-10%	-$794K	0.92%	22
2015 Q3	$7.45M	Sell	272,755 -1,355,985	-83%	-$39.4M	0.96%	17
2015 Q2	$48.9M	Buy	+1,628,740	New	+$49.7M	6.88%	1

Other funds holding IJH

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Grimes & Company's IJH Position: Q2 2026 in Review

Grimes & Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.41% in Q2 2026, buying an estimated $54.2K and bringing the position to 180,370 shares worth $13.9M. The position accounts for 0.3% of the portfolio, ranked #64.

Grimes & Company first reported a position in IJH in Q2 2015 and has held it in 45 quarters since. The position peaked at $48.9M in Q2 2015. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Grimes & Company held 180,370 shares of iShares Core S&P Mid-Cap ETF worth $13.9M as of Q2 2026.
Grimes & Company bought 739 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $54.2K.
iShares Core S&P Mid-Cap ETF made up 0.3% of Grimes & Company's portfolio in Q2 2026, its #64 holding.
Grimes & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 45 quarters since.
Grimes & Company's iShares Core S&P Mid-Cap ETF position peaked at $48.9M in Q2 2015.
1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.