HM Payson & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

HM Payson & Co’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	$4.32M	Buy	56,008 +1,340	+2%	+$98.3K	0.06%	131
2026 Q1	$3.69M	Sell	54,668 -2,438	-4%	-$169K	0.05%	137
2025 Q4	$3.77M	Buy	57,106 +2,381	+4%	+$156K	0.05%	131
2025 Q3	$3.57M	Sell	54,725 -250	-0.5%	-$16.1K	0.05%	126
2025 Q2	$3.41M	Sell	54,975 -480	-0.9%	-$28.2K	0.05%	124
2025 Q1	$3.24M	Sell	55,455 -3,845	-6%	-$239K	0.06%	129
2024 Q4	$3.69M	Buy	59,300 +4,175	+8%	+$268K	0.06%	121
2024 Q3	$3.44M	Buy	55,125 +120	+0.2%	+$7.24K	0.06%	130
2024 Q2	$3.22M	Buy	55,005 +1,400	+3%	+$82.2K	0.06%	131
2024 Q1	$3.26M	Buy	53,605 +1,000	+2%	+$56.6K	0.06%	130
2023 Q4	$2.92M	Sell	52,605 -1,020	-2%	-$51.7K	0.06%	131
2023 Q3	$2.67M	Buy	53,625 +1,120	+2%	+$58.7K	0.06%	135
2023 Q2	$2.75M	Sell	52,505 -685	-1%	-$34K	0.06%	127
2023 Q1	$2.66M	Sell	53,190 -1,095	-2%	-$55.8K	0.06%	126
2022 Q4	$2.63M	Sell	54,285 -1,780	-3%	-$86K	0.07%	124
2022 Q3	$2.46M	Hold	56,065	–	–	0.07%	127
2022 Q2	$2.54M	Buy	56,065 +250	+0.4%	+$12.3K	0.07%	129
2022 Q1	$3M	Buy	55,815 +345	+0.6%	+$18.4K	0.07%	125
2021 Q4	$3.14M	Buy	55,470 +175	+0.3%	+$9.74K	0.07%	130
2021 Q3	$2.91M	Sell	55,295 -2,300	-4%	-$124K	0.07%	135
2021 Q2	$3.1M	Sell	57,595 -675	-1%	-$36.4K	0.08%	137
2021 Q1	$3.03M	Buy	58,270 +17,475	+43%	+$873K	0.08%	134
2020 Q4	$1.88M	Sell	40,795 -1,350	-3%	-$56.9K	0.05%	160
2020 Q3	$1.56M	Sell	42,145 -7,930	-16%	-$296K	0.05%	162
2020 Q2	$1.78M	Buy	50,075 +12,850	+35%	+$427K	0.06%	145
2020 Q1	$1.07M	Sell	37,225 -4,795	-11%	-$178K	0.04%	166
2019 Q4	$1.73M	Sell	42,020 -3,025	-7%	-$120K	0.06%	154
2019 Q3	$1.74M	Buy	45,045 +8,380	+23%	+$322K	0.06%	151
2019 Q2	$1.43M	Buy	+36,665	New	+$1.41M	0.05%	164
2019 Q1	–	Sell	-2,300	Closed	-$76K	–	255
2018 Q4	$76K	Sell	2,300 -29,900	-93%	-$1.09M	0.22%	73
2018 Q3	$1.3M	Hold	32,200	–	–	0.06%	162
2018 Q2	$1.25M	Buy	32,200 +9,265	+40%	+$358K	0.05%	160
2018 Q1	$861K	Buy	22,935 +2,300	+11%	+$88K	0.04%	189
2017 Q4	$783K	Buy	20,635 +310	+2%	+$11.5K	0.03%	210
2017 Q3	$727K	Sell	20,325 -2,145	-10%	-$74.7K	0.03%	205
2017 Q2	$782K	Buy	22,470 +1,835	+9%	+$63.3K	0.04%	200
2017 Q1	$707K	Sell	20,635 -8,160	-28%	-$278K	0.03%	207
2016 Q4	$952K	Buy	28,795 +13,355	+86%	+$423K	0.05%	189
2016 Q3	$478K	Buy	15,440 +90	+0.6%	+$2.78K	0.02%	221
2016 Q2	$458K	Buy	15,350 +985	+7%	+$28.9K	0.02%	222
2016 Q1	$414K	Buy	+14,365	New	+$384K	0.02%	220

Other funds holding IJH

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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

HM Payson & Co's IJH Position: Q2 2026 in Review

HM Payson & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, buying an estimated $98.3K and bringing the position to 56,008 shares worth $4.32M. The position accounts for 0.06% of the portfolio, ranked #131.

HM Payson & Co first reported a position in IJH in Q1 2016 and has held it in 41 quarters since. 881 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

HM Payson & Co held 56,008 shares of iShares Core S&P Mid-Cap ETF worth $4.32M as of Q2 2026.
HM Payson & Co bought 1,340 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $98.3K.
iShares Core S&P Mid-Cap ETF made up 0.06% of HM Payson & Co's portfolio in Q2 2026, its #131 holding.
HM Payson & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
881 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.