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

Mechanics Bank - Trust Department’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	$3.29M	Buy	42,685 +8,908	+26%	+$654K	0.41%	69
2026 Q1	$2.28M	Buy	33,777 +2,728	+9%	+$189K	0.32%	80
2025 Q4	$2.05M	Buy	31,049 +1,694	+6%	+$111K	0.27%	85
2025 Q3	$1.92M	Sell	29,355 -490	-2%	-$31.5K	0.27%	90
2025 Q2	$1.85M	Sell	29,845 -2,000	-6%	-$117K	0.27%	92
2025 Q1	$1.86M	Sell	31,845 -1,425	-4%	-$88.5K	0.25%	91
2024 Q4	$2.07M	Sell	33,270 -535	-2%	-$34.3K	0.28%	85
2024 Q3	$2.11M	Buy	33,805 +5,010	+17%	+$302K	0.28%	88
2024 Q2	$1.69M	Buy	28,795 +540	+2%	+$31.7K	0.24%	95
2024 Q1	$1.72M	Hold	28,255	–	–	0.25%	92
2023 Q4	$1.57M	Buy	28,255 +3,600	+15%	+$183K	0.24%	95
2023 Q3	$1.23M	Buy	24,655 +8,125	+49%	+$426K	0.21%	100
2023 Q2	$864K	Sell	16,530 -1,485	-8%	-$73.8K	0.14%	115
2023 Q1	$901K	Sell	18,015 -925	-5%	-$47.1K	0.15%	113
2022 Q4	$916K	Hold	18,940	–	–	0.16%	114
2022 Q3	$831K	Buy	18,940 +700	+4%	+$33.8K	0.16%	112
2022 Q2	$825K	Buy	18,240 +950	+5%	+$46.9K	0.15%	115
2022 Q1	$928K	Buy	17,290 +500	+3%	+$26.6K	0.14%	117
2021 Q4	$951K	Hold	16,790	–	–	0.14%	117
2021 Q3	$883K	Hold	16,790	–	–	0.14%	117
2021 Q2	$902K	Sell	16,790 -50	-0.3%	-$2.7K	0.15%	114
2021 Q1	$877K	Sell	16,840 -290	-2%	-$14.5K	0.15%	109
2020 Q4	$787K	Sell	17,130 -2,050	-11%	-$86.4K	0.14%	108
2020 Q3	$711K	Hold	19,180	–	–	0.14%	107
2020 Q2	$682K	Buy	19,180 +450	+2%	+$14.9K	0.14%	107
2020 Q1	$539K	Hold	18,730	–	–	0.13%	106
2019 Q4	$771K	Sell	18,730 -500	-3%	-$19.8K	0.15%	108
2019 Q3	$743K	Sell	19,230 -1,500	-7%	-$57.6K	0.15%	112
2019 Q2	$805K	Sell	20,730 -1,500	-7%	-$57.5K	0.18%	93
2019 Q1	$842K	Buy	22,230 +150	+0.7%	+$5.54K	0.19%	94
2018 Q4	$733K	Hold	22,080	–	–	0.19%	97
2018 Q3	$889K	Sell	22,080 -1,000	-4%	-$40.2K	0.19%	97
2018 Q2	$899K	Hold	23,080	–	–	0.21%	96
2018 Q1	$866K	Hold	23,080	–	–	0.2%	96
2017 Q4	$876K	Hold	23,080	–	–	0.2%	95
2017 Q3	$826K	Sell	23,080 -4,600	-17%	-$160K	0.2%	95
2017 Q2	$963K	Hold	27,680	–	–	0.23%	92
2017 Q1	$948K	Sell	27,680 -200	-0.7%	-$6.81K	0.23%	93
2016 Q4	$922K	Buy	27,880 +1,130	+4%	+$35.8K	0.22%	92
2016 Q3	$828K	Buy	+26,750	New	+$827K	0.2%	95

Other funds holding IJH

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Mechanics Bank - Trust Department's IJH Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q2 2026, buying an estimated $654K and bringing the position to 42,685 shares worth $3.29M. The position accounts for 0.41% of the portfolio, ranked #69.

Mechanics Bank - Trust Department first reported a position in IJH in Q3 2016 and has held it in 40 quarters since. 1,341 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mechanics Bank - Trust Department held 42,685 shares of iShares Core S&P Mid-Cap ETF worth $3.29M as of Q2 2026.
Mechanics Bank - Trust Department bought 8,908 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $654K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #69 holding.
Mechanics Bank - Trust Department first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 40 quarters since.
1,341 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.