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

Missouri Trust & Investment Company’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	$3.02M	Buy	44,655 +1,015	+2%	+$70.4K	0.88%	19
2025 Q4	$2.88M	Hold	43,640	–	–	0.85%	22
2025 Q3	$2.85M	Hold	43,640	–	–	0.84%	21
2025 Q2	$2.71M	Hold	43,640	–	–	0.88%	22
2025 Q1	$2.55M	Sell	43,640 -300	-0.7%	-$18.6K	0.89%	20
2024 Q4	$2.74M	Buy	43,940 +5,400	+14%	+$346K	0.96%	17
2024 Q3	$2.4M	Buy	38,540 +5,100	+15%	+$308K	0.84%	20
2024 Q2	$1.96M	Buy	33,440 +130	+0.4%	+$7.64K	0.74%	25
2024 Q1	$2.02M	Buy	33,310 +500	+2%	+$28.3K	0.78%	23
2023 Q4	$1.82M	Hold	32,810	–	–	0.73%	24
2023 Q3	$1.64M	Sell	32,810 -35	-0.1%	-$1.83K	0.74%	21
2023 Q2	$1.72M	Hold	32,845	–	–	0.97%	19
2023 Q1	$1.64M	Buy	32,845 +35	+0.1%	+$1.78K	1.06%	20
2022 Q4	$1.59M	Sell	32,810 -75	-0.2%	-$3.62K	0.95%	21
2022 Q3	$1.44M	Sell	32,885 -1,250	-4%	-$60.4K	0.94%	19
2022 Q2	$1.54M	Hold	34,135	–	–	1.01%	19
2022 Q1	$1.83M	Hold	34,135	–	–	1.07%	16
2021 Q4	$1.93M	Buy	+34,135	New	+$1.9M	1.12%	17

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 $609B AUM 40.19% 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 $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Missouri Trust & Investment Company's IJH Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2026, buying an estimated $70.4K and bringing the position to 44,655 shares worth $3.02M. The position accounts for 0.88% of the portfolio, ranked #19.

Missouri Trust & Investment Company first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,653 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Missouri Trust & Investment Company held 44,655 shares of iShares Core S&P Mid-Cap ETF worth $3.02M as of Q1 2026.
Missouri Trust & Investment Company bought 1,015 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $70.4K.
iShares Core S&P Mid-Cap ETF made up 0.88% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #19 holding.
Missouri Trust & Investment Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,653 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.