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

Members Trust’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	$144M	Sell	2,134,458 -30,139	-1%	-$2.09M	4.79%	7
2025 Q4	$143M	Buy	2,164,597 +1,721	+0.1%	+$113K	4.66%	7
2025 Q3	$141M	Sell	2,162,876 -22,767	-1%	-$1.46M	4.64%	8
2025 Q2	$136M	Sell	2,185,643 -93,343	-4%	-$5.48M	4.67%	7
2025 Q1	$133M	Buy	2,278,986 +4,423	+0.2%	+$275K	4.63%	8
2024 Q4	$142M	Sell	2,274,563 -26,998	-1%	-$1.73M	4.88%	7
2024 Q3	$143M	Sell	2,301,561 -260,762	-10%	-$15.7M	4.65%	8
2024 Q2	$150M	Sell	2,562,323 -683,385	-21%	-$40.1M	4.55%	8
2024 Q1	$197M	Sell	3,245,708 -263,292	-8%	-$14.9M	5.88%	8
2023 Q4	$196M	Sell	3,509,000 -397,205	-10%	-$20.1M	5.61%	8
2023 Q3	$195M	Sell	3,906,205 -130,185	-3%	-$6.82M	5.7%	8
2023 Q2	$211M	Buy	4,036,390 +277,365	+7%	+$13.8M	6.13%	8
2023 Q1	$188M	Sell	3,759,025 -419,420	-10%	-$21.4M	5.66%	8
2022 Q4	$202M	Buy	4,178,445 +39,925	+1%	+$1.93M	6.32%	7
2022 Q3	$181M	Buy	4,138,520 +34,895	+0.9%	+$1.69M	6.01%	8
2022 Q2	$186M	Buy	4,103,625 +428,935	+12%	+$21.2M	5.87%	7
2022 Q1	$197M	Buy	3,674,690 +114,710	+3%	+$6.11M	5.89%	7
2021 Q4	$202M	Buy	3,559,980 +51,670	+1%	+$2.88M	6.03%	6
2021 Q3	$187M	Buy	3,508,310 +71,395	+2%	+$3.84M	5.84%	7
2021 Q2	$185M	Sell	3,436,915 -459,710	-12%	-$24.8M	5.85%	7
2021 Q1	$203M	Buy	3,896,625 +240,465	+7%	+$12M	6.86%	6
2020 Q4	$168M	Sell	3,656,160 -60,655	-2%	-$2.56M	5.97%	8
2020 Q3	$138M	Buy	3,716,815 +162,365	+5%	+$6.07M	5.39%	8
2020 Q2	$126M	Buy	+3,554,450	New	+$118M	5.28%	9
2018 Q1	$2.02M	Buy	53,760 +3,440	+7%	+$132K	0.1%	20
2017 Q4	$1.91M	Sell	50,320 -85	-0.2%	-$3.14K	0.1%	20
2017 Q3	$1.8M	Buy	50,405 +1,060	+2%	+$36.9K	0.1%	21
2017 Q2	$1.72M	Sell	49,345 -8,855	-15%	-$306K	0.1%	22
2017 Q1	$1.99M	Buy	+58,200	New	+$1.98M	0.12%	20
2016 Q3	$1.77M	Buy	57,080 +2,955	+5%	+$91.3K	0.11%	20
2016 Q2	$1.62M	Buy	+54,125	New	+$1.59M	0.11%	21

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Members Trust's IJH Position: Q1 2026 in Review

Members Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, selling an estimated $2.09M and leaving 2,134,458 shares worth $144M. The position accounts for 4.79% of the portfolio, ranked #7.

Members Trust first reported a position in IJH in Q2 2016 and has held it in 31 quarters since. The position peaked at $211M in Q2 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Members Trust held 2,134,458 shares of iShares Core S&P Mid-Cap ETF worth $144M as of Q1 2026.
Members Trust sold 30,139 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.09M.
iShares Core S&P Mid-Cap ETF made up 4.79% of Members Trust's portfolio in Q1 2026, its #7 holding.
Members Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 31 quarters since.
Members Trust's iShares Core S&P Mid-Cap ETF position peaked at $211M in Q2 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Members Trust's 13F filing for Q1 2026, filed 4 May 2026.