I
IJH icon

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
Q2 		$6.39M Sell
82,892
-4,963
-6% -$364K 2.46% 13
2026
Q1 		$5.93M Buy
87,855
+55
+0.1% +$3.81K 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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

InvesTrust's IJH Position: Q2 2026 in Review

InvesTrust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.6% in Q2 2026, selling an estimated $364K and leaving 82,892 shares worth $6.39M. The position accounts for 2.46% of the portfolio, ranked #13.

InvesTrust first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • InvesTrust held 82,892 shares of iShares Core S&P Mid-Cap ETF worth $6.39M as of Q2 2026.
  • InvesTrust sold 4,963 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $364K.
  • iShares Core S&P Mid-Cap ETF made up 2.46% of InvesTrust's portfolio in Q2 2026, its #13 holding.
  • InvesTrust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.