Laird Norton Wetherby Trust Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Laird Norton Wetherby Trust Company’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	174,910 +65,913	+60%	+$4.84M	0.26%	63
2026 Q1	$7.36M	Sell	108,997 -14,322	-12%	-$994K	0.16%	93
2025 Q4	$8.14M	Buy	123,319 +58,494	+90%	+$3.83M	0.17%	89
2025 Q3	$4.23M	Hold	64,825	–	–	0.73%	30
2025 Q2	$4.02M	Hold	64,825	–	–	0.55%	29
2025 Q1	$3.78M	Hold	64,825	–	–	0.61%	28
2024 Q4	$4.04M	Hold	64,825	–	–	0.55%	28
2024 Q3	$4.04M	Buy	+64,825	New	+$3.91M	0.53%	28
2024 Q2	–	Sell	-64,825	Closed	-$3.94M	–	76
2024 Q1	$3.94M	Buy	+64,825	New	+$3.67M	0.53%	30
2023 Q4	–	Sell	-11,180	Closed	-$560K	–	120
2023 Q3	$560K	Buy	+11,180	New	+$586K	0.07%	59
2023 Q2	–	Sell	-4,010	Closed	-$201K	–	118
2023 Q1	$201K	Buy	+4,010	New	+$204K	0.03%	112
2022 Q4	–	Sell	-4,675	Closed	-$205K	–	117
2022 Q3	$205K	Buy	+4,675	New	+$226K	0.05%	68
2022 Q2	–	Sell	-29,550	Closed	-$1.58M	–	152
2022 Q1	$1.58M	Buy	29,550 +2,240	+8%	+$119K	0.14%	51
2021 Q4	$1.55M	Buy	27,310 +430	+2%	+$23.9K	0.14%	49
2021 Q3	$1.41M	Sell	26,880 -795	-3%	-$42.8K	0.14%	52
2021 Q2	$1.49M	Buy	27,675 +7,450	+37%	+$402K	0.16%	48
2021 Q1	$929K	Hold	20,225	–	–	0.1%	59
2020 Q4	$930K	Buy	+20,225	New	+$852K	0.1%	54

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

Laird Norton Wetherby Trust Company's IJH Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 60% in Q2 2026, buying an estimated $4.84M and bringing the position to 174,910 shares worth $13.5M. The position accounts for 0.26% of the portfolio, ranked #63.

Laird Norton Wetherby Trust Company first reported a position in IJH in Q4 2020 and has held it in 18 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Laird Norton Wetherby Trust Company held 174,910 shares of iShares Core S&P Mid-Cap ETF worth $13.5M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 65,913 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.84M.
iShares Core S&P Mid-Cap ETF made up 0.26% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #63 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.