MFC
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Mechanics Financial Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mechanics Financial Corp’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
Q1 		$15.5M Sell
229,243
-12,854
-5% -$892K 6.49% 2
2025
Q4 		$16M Buy
242,097
+1,780
+0.7% +$117K 5.9% 2
2025
Q3 		$15.7M Buy
240,317
+1,982
+0.8% +$127K 5.94% 2
2025
Q2 		$14.8M Buy
238,335
+125
+0.1% +$7.34K 6.28% 2
2025
Q1 		$13.9M Buy
238,210
+3,357
+1% +$208K 6.31% 2
2024
Q4 		$14.6M Sell
234,853
-5,845
-2% -$375K 6.57% 3
2024
Q3 		$15M Sell
240,698
-745
-0.3% -$44.9K 6.57% 2
2024
Q2 		$14.1M Sell
241,443
-3,832
-2% -$225K 7.26% 2
2024
Q1 		$14.9M Buy
245,275
+15
+0% +$849 7.75% 2
2023
Q4 		$13.6M Sell
245,260
-20,625
-8% -$1.05M 7.65% 3
2023
Q3 		$13.3M Sell
265,885
-1,025
-0.4% -$53.7K 7.29% 3
2023
Q2 		$14M Sell
266,910
-3,585
-1% -$178K 7.59% 3
2023
Q1 		$13.5M Sell
270,495
-2,685
-1% -$137K 7.87% 3
2022
Q4 		$13.2M Buy
273,180
+3,370
+1% +$163K 7.88% 2
2022
Q3 		$11.8M Sell
269,810
-15
-0% -$725 7.72% 2
2022
Q2 		$12.2M Sell
269,825
-4,285
-2% -$212K 7.34% 2
2022
Q1 		$14.7M Buy
274,110
+1,840
+0.7% +$98K 7.55% 2
2021
Q4 		$15.4M Buy
+272,270
New +$15.2M 7.29% 2

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mechanics Financial Corp's IJH Position: Q1 2026 in Review

Mechanics Financial Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q1 2026, selling an estimated $892K and leaving 229,243 shares worth $15.5M. The position accounts for 6.49% of the portfolio, ranked #2.

Mechanics Financial Corp first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $16M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Mechanics Financial Corp held 229,243 shares of iShares Core S&P Mid-Cap ETF worth $15.5M as of Q1 2026.
  • Mechanics Financial Corp sold 12,854 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $892K.
  • iShares Core S&P Mid-Cap ETF made up 6.49% of Mechanics Financial Corp's portfolio in Q1 2026, its #2 holding.
  • Mechanics Financial Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Mechanics Financial Corp's iShares Core S&P Mid-Cap ETF position peaked at $16M in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.