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

Idaho Trust 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	$13.5M	Buy	174,521 +369	+0.2%	+$27.1K	3.93%	9
2026 Q1	$11.8M	Buy	174,152 +4,905	+3%	+$340K	3.82%	11
2025 Q4	$11.2M	Buy	169,247 +292	+0.2%	+$19.1K	3.7%	10
2025 Q3	$11M	Buy	168,955 +12,009	+8%	+$772K	3.71%	8
2025 Q2	$9.73M	Buy	156,946 +5,559	+4%	+$326K	3.48%	8
2025 Q1	$8.83M	Buy	151,387 +878	+0.6%	+$54.5K	3.6%	7
2024 Q4	$9.38M	Sell	150,509 -4,026	-3%	-$258K	4.73%	6
2024 Q3	$9.63M	Buy	154,535 +3,479	+2%	+$210K	4.65%	5
2024 Q2	$8.84M	Buy	151,056 +147,123	+3,741%	+$8.64M	4.52%	5
2024 Q1	$239K	Sell	3,933 -143,677	-97%	-$8.13M	0.23%	84
2023 Q4	$8.18M	Buy	147,610 +39,305	+36%	+$1.99M	4.74%	5
2023 Q3	$5.4M	Sell	108,305 -2,430	-2%	-$127K	3.52%	7
2023 Q2	$5.79M	Buy	+110,735	New	+$5.5M	3.64%	7

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

Idaho Trust Bank's IJH Position: Q2 2026 in Review

Idaho Trust Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.21% in Q2 2026, buying an estimated $27.1K and bringing the position to 174,521 shares worth $13.5M. The position accounts for 3.93% of the portfolio, ranked #9.

Idaho Trust Bank first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Idaho Trust Bank held 174,521 shares of iShares Core S&P Mid-Cap ETF worth $13.5M as of Q2 2026.
Idaho Trust Bank bought 369 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $27.1K.
iShares Core S&P Mid-Cap ETF made up 3.93% of Idaho Trust Bank's portfolio in Q2 2026, its #9 holding.
Idaho Trust Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.