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

Midwest 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 Q3	$35.5M	Buy	493,276 +3,567	+0.7%	+$269K	0.39%	60
2026 Q2	$37.8M	Sell	489,709 -18,186	-4%	-$1.33M	0.43%	60
2026 Q1	$34.3M	Buy	507,895 +9,209	+2%	+$639K	0.43%	57
2025 Q4	$32.9M	Buy	498,686 +9,668	+2%	+$633K	0.41%	57
2025 Q3	$31.9M	Sell	489,018 -34,579	-7%	-$2.22M	0.42%	58
2025 Q2	$32.5M	Buy	+523,597	New	+$30.7M	0.45%	55

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Midwest Trust's IJH Position: Q3 2026 in Review

Midwest Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.73% in Q3 2026, buying an estimated $269K and bringing the position to 493,276 shares worth $35.5M. The position accounts for 0.39% of the portfolio, ranked #60.

Midwest Trust first reported a position in IJH in Q2 2025 and has held it in 6 quarters since. The position peaked at $37.8M in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Midwest Trust held 493,276 shares of iShares Core S&P Mid-Cap ETF worth $35.5M as of Q3 2026.
Midwest Trust bought 3,567 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $269K.
iShares Core S&P Mid-Cap ETF made up 0.39% of Midwest Trust's portfolio in Q3 2026, its #60 holding.
Midwest Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Core S&P Mid-Cap ETF position peaked at $37.8M in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.