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 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

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

Midwest Trust's IJH Position: Q2 2026 in Review

Midwest Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, selling an estimated $1.33M and leaving 489,709 shares worth $37.8M. The position accounts for 0.43% of the portfolio, ranked #60.

Midwest Trust first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Midwest Trust held 489,709 shares of iShares Core S&P Mid-Cap ETF worth $37.8M as of Q2 2026.
Midwest Trust sold 18,186 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.33M.
iShares Core S&P Mid-Cap ETF made up 0.43% of Midwest Trust's portfolio in Q2 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 5 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.