Independence Bank of Kentucky’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Independence Bank of Kentucky’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	$430K	Sell	5,582 -543	-9%	-$39.8K	0.05%	225
2026 Q1	$414K	Sell	6,125 -15	-0.2%	-$1.04K	0.05%	219
2025 Q4	$405K	Buy	6,140 +1,122	+22%	+$73.5K	0.05%	222
2025 Q3	$327K	Buy	5,018 +495	+11%	+$31.8K	0.04%	247
2025 Q2	$281K	Sell	4,523 -27	-0.6%	-$1.58K	0.04%	252
2025 Q1	$265K	Hold	4,550	–	–	0.04%	252
2024 Q4	$284K	Buy	4,550 +1,910	+72%	+$123K	0.04%	252
2024 Q3	$165K	Buy	2,640 +1,852	+235%	+$112K	0.04%	279
2024 Q2	$46.1K	Buy	788 +163	+26%	+$9.58K	0.01%	347
2024 Q1	$38K	Sell	625 -250	-29%	-$14.2K	0.01%	345
2023 Q4	$48.5K	Hold	875	–	–	0.02%	315
2023 Q3	$43.6K	Hold	875	–	–	0.02%	297
2023 Q2	$45.8K	Buy	875 +125	+17%	+$6.21K	0.02%	297
2023 Q1	$37.5K	Sell	750 -400	-35%	-$20.4K	0.02%	279
2022 Q4	$56K	Buy	1,150 +400	+53%	+$19.3K	0.03%	249
2022 Q3	$33K	Hold	750	–	–	0.02%	271
2022 Q2	$34K	Hold	750	–	–	0.02%	275
2022 Q1	$40K	Hold	750	–	–	0.02%	274
2021 Q4	$42K	Sell	750 -60	-7%	-$3.34K	0.02%	252
2021 Q3	$43K	Sell	810 -145	-15%	-$7.8K	0.02%	253
2021 Q2	$51K	Buy	955 +60	+7%	+$3.24K	0.02%	236
2021 Q1	$47K	Hold	895	–	–	0.02%	236
2020 Q4	$41K	Hold	895	–	–	0.02%	238
2020 Q3	$33K	Hold	895	–	–	0.02%	243
2020 Q2	$32K	Hold	895	–	–	0.02%	226
2020 Q1	$26K	Hold	895	–	–	0.02%	225
2019 Q4	$37K	Hold	895	–	–	0.02%	232
2019 Q3	$35K	Hold	895	–	–	0.02%	226
2019 Q2	$35K	Hold	895	–	–	0.03%	203
2019 Q1	$34K	Buy	895 +125	+16%	+$4.62K	0.03%	205
2018 Q4	$26K	Sell	770 -1,095	-59%	-$40K	0.02%	212
2018 Q3	$75K	Buy	1,865 +1,140	+157%	+$45.8K	0.06%	153
2018 Q2	$28K	Hold	725	–	–	0.02%	203
2018 Q1	$27K	Buy	725 +330	+84%	+$12.6K	0.02%	205
2017 Q4	$15K	Buy	+395	New	+$14.6K	0.01%	238

Other funds holding IJH

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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

Independence Bank of Kentucky's IJH Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q2 2026, selling an estimated $39.8K and leaving 5,582 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #225.

Independence Bank of Kentucky first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. 1,696 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Independence Bank of Kentucky held 5,582 shares of iShares Core S&P Mid-Cap ETF worth $430K as of Q2 2026.
Independence Bank of Kentucky sold 543 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $39.8K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Independence Bank of Kentucky's portfolio in Q2 2026, its #225 holding.
Independence Bank of Kentucky first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
1,696 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.