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 Q2	$16.6M	Sell	215,699 -13,544	-6%	-$994K	5.95%	2
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 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

Mechanics Financial Corp's IJH Position: Q2 2026 in Review

Mechanics Financial Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q2 2026, selling an estimated $994K and leaving 215,699 shares worth $16.6M. The position accounts for 5.95% of the portfolio, ranked #2.

Mechanics Financial Corp first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mechanics Financial Corp held 215,699 shares of iShares Core S&P Mid-Cap ETF worth $16.6M as of Q2 2026.
Mechanics Financial Corp sold 13,544 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $994K.
iShares Core S&P Mid-Cap ETF made up 5.95% of Mechanics Financial Corp's portfolio in Q2 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 19 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.