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

Montecito Bank & 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 		$12.9M Sell
167,012
-5,813
-3% -$427K 1.93% 11
2026
Q1 		$11.7M Sell
172,825
-9,503
-5% -$659K 1.92% 11
2025
Q4 		$12M Sell
182,328
-4,051
-2% -$265K 1.92% 10
2025
Q3 		$12.2M Buy
+186,379
New +$12M 1.89% 10
2025
Q1 		$11.2M Buy
191,689
+386
+0.2% +$24K 1.98% 10
2024
Q4 		$11.9M Buy
191,303
+3,140
+2% +$201K 2.06% 8
2024
Q3 		$11.7M Sell
188,163
-1,008
-0.5% -$60.8K 2% 9
2024
Q2 		$11.1M Sell
189,171
-1,782
-0.9% -$105K 2.25% 6
2024
Q1 		$11.6M Sell
190,953
-9,512
-5% -$539K 2.32% 7
2023
Q4 		$11.1M Buy
200,465
+1,785
+0.9% +$90.5K 2.39% 7
2023
Q3 		$9.91M Buy
198,680
+135
+0.1% +$7.08K 2.32% 8
2023
Q2 		$10.4M Sell
198,545
-4,610
-2% -$229K 2.36% 7
2023
Q1 		$10.2M Sell
203,155
-5,795
-3% -$295K 2.42% 6
2022
Q4 		$10.1M Buy
208,950
+4,715
+2% +$228K 2.45% 6
2022
Q3 		$8.96M Buy
204,235
+7,645
+4% +$370K 2.33% 7
2022
Q2 		$8.89M Sell
196,590
-9,235
-4% -$456K 2.11% 8
2022
Q1 		$11M Sell
205,825
-3,725
-2% -$198K 2.07% 8
2021
Q4 		$11.9M Sell
209,550
-4,425
-2% -$246K 2.1% 7
2021
Q3 		$11.3M Sell
213,975
-5,480
-2% -$295K 2.19% 7
2021
Q2 		$11.8M Sell
219,455
-2,995
-1% -$162K 2.26% 5
2021
Q1 		$11.6M Sell
222,450
-18,705
-8% -$934K 2.4% 4
2020
Q4 		$11.1M Sell
241,155
-13,130
-5% -$553K 2.43% 7
2020
Q3 		$9.42M Sell
254,285
-14,230
-5% -$532K 2.4% 7
2020
Q2 		$9.55M Sell
268,515
-190
-0.1% -$6.31K 2.62% 6
2020
Q1 		$7.73M Sell
268,705
-28,470
-10% -$1.06M 2.53% 7
2019
Q4 		$12.2M Sell
297,175
-11,460
-4% -$454K 3.28% 6
2019
Q3 		$11.9M Sell
308,635
-21,920
-7% -$842K 3.54% 6
2019
Q2 		$12.8M Sell
330,555
-1,070
-0.3% -$41K 3.88% 4
2019
Q1 		$12.6M Sell
331,625
-2,185
-0.7% -$80.7K 3.84% 4
2018
Q4 		$11.1M Sell
333,810
-31,360
-9% -$1.14M 3.83% 3
2018
Q3 		$14.7M Sell
365,170
-11,315
-3% -$455K 4.39% 3
2018
Q2 		$14.7M Sell
376,485
-5,445
-1% -$210K 4.7% 3
2018
Q1 		$14.3M Buy
381,930
+16,195
+4% +$620K 4.69% 4
2017
Q4 		$13.9M Sell
365,735
-1,665
-0.5% -$61.6K 4.52% 5
2017
Q3 		$13.1M Sell
367,400
-31,300
-8% -$1.09M 4.55% 5
2017
Q2 		$13.9M Buy
398,700
+7,735
+2% +$267K 4.99% 6
2017
Q1 		$13.4M Buy
390,965
+37,645
+11% +$1.28M 4.89% 6
2016
Q4 		$11.7M Buy
353,320
+8,780
+3% +$278K 4.08% 4
2016
Q3 		$10.7M Sell
344,540
-7,160
-2% -$221K 4.38% 3
2016
Q2 		$10.5M Sell
351,700
-23,605
-6% -$692K 4.44% 5
2016
Q1 		$10.8M Sell
375,305
-13,570
-3% -$362K 4.86% 5
2015
Q4 		$10.8M Sell
388,875
-63,775
-14% -$1.82M 5.11% 2
2015
Q3 		$12.4M Sell
452,650
-43,625
-9% -$1.27M 6.82% 2
2015
Q2 		$15.1M Hold
496,275
– – 7.49% 2
2015
Q1 		$15.1M Sell
496,275
-1,280
-0.3% -$37.9K 7.49% 2
2014
Q4 		$14.4M Buy
497,555
+91,325
+22% +$2.57M 7.58% 2
2014
Q3 		$11.1M Sell
406,230
-7,890
-2% -$222K 6.74% 3
2014
Q2 		$11.9M Sell
414,120
-19,080
-4% -$524K 7.16% 3
2014
Q1 		$11.9M Sell
433,200
-22,395
-5% -$603K 7.5% 3
2013
Q4 		$12.2M Buy
455,595
+39,170
+9% +$1.01M 7.61% 3
2013
Q3 		$10.3M Sell
416,425
-20,435
-5% -$499K 6.9% 3
2013
Q2 		$10.1M Buy
+436,860
New +$10.1M 6.8% 3

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Montecito Bank & Trust's IJH Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q2 2026, selling an estimated $427K and leaving 167,012 shares worth $12.9M. The position accounts for 1.93% of the portfolio, ranked #11.

Montecito Bank & Trust first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.1M in Q2 2015. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Montecito Bank & Trust held 167,012 shares of iShares Core S&P Mid-Cap ETF worth $12.9M as of Q2 2026.
  • Montecito Bank & Trust sold 5,813 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $427K.
  • iShares Core S&P Mid-Cap ETF made up 1.93% of Montecito Bank & Trust's portfolio in Q2 2026, its #11 holding.
  • Montecito Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Montecito Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $15.1M in Q2 2015.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.