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

InvesTrust’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 Q3	$5.95M	Sell	82,733 -159	-0.2%	-$12K	2.41%	12
2026 Q2	$6.39M	Sell	82,892 -4,963	-6%	-$364K	2.46%	13
2026 Q1	$5.93M	Buy	87,855 +55	+0.1%	+$3.82K	2.49%	12
2025 Q4	$5.79M	Buy	87,800 +120	+0.1%	+$7.86K	2.24%	13
2025 Q3	$5.72M	Sell	87,680 -13	-0%	-$835	2.1%	14
2025 Q2	$5.44M	Sell	87,693 -3,577	-4%	-$210K	2.1%	13
2025 Q1	$5.33M	Sell	91,270 -728	-0.8%	-$45.2K	1.46%	36
2024 Q4	$5.72M	Buy	+91,998	New	+$5.9M	1.59%	34

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

InvesTrust's IJH Position: Q3 2026 in Review

InvesTrust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q3 2026, selling an estimated $12K and leaving 82,733 shares worth $5.95M. The position accounts for 2.41% of the portfolio, ranked #12.

InvesTrust first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.39M in Q2 2026. 1,422 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

InvesTrust held 82,733 shares of iShares Core S&P Mid-Cap ETF worth $5.95M as of Q3 2026.
InvesTrust sold 159 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $12K.
iShares Core S&P Mid-Cap ETF made up 2.41% of InvesTrust's portfolio in Q3 2026, its #12 holding.
InvesTrust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's iShares Core S&P Mid-Cap ETF position peaked at $6.39M in Q2 2026.
1,422 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.