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

National Philanthropic 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	$10.5M	Hold	136,413	–	–	0.15%	61
2026 Q1	$9.21M	Hold	136,413	–	–	0.1%	63
2025 Q4	$9M	Sell	136,413 -3,604	-3%	-$236K	0.09%	65
2025 Q3	$9.14M	Sell	140,017 -7,899	-5%	-$508K	0.1%	61
2025 Q2	$9.17M	Sell	147,916 -6,235	-4%	-$366K	0.12%	55
2025 Q1	$8.99M	Buy	154,151 +6,277	+4%	+$390K	0.15%	52
2024 Q4	$9.21M	Sell	147,874 -8,357	-5%	-$536K	0.13%	57
2024 Q3	$9.74M	Sell	156,231 -619	-0.4%	-$37.3K	0.18%	51
2024 Q2	$9.18M	Sell	156,850 -1,400	-0.9%	-$82.2K	0.18%	52
2024 Q1	$9.61M	Sell	158,250 -9,980	-6%	-$565K	0.21%	52
2023 Q4	$9.32M	Buy	+168,230	New	+$8.53M	0.25%	50

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

National Philanthropic Trust's IJH Position: Q2 2026 in Review

National Philanthropic Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 136,413 shares worth $10.5M. The position accounts for 0.15% of the portfolio, ranked #61.

National Philanthropic Trust first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

National Philanthropic Trust held 136,413 shares of iShares Core S&P Mid-Cap ETF worth $10.5M as of Q2 2026.
National Philanthropic Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.15% of National Philanthropic Trust's portfolio in Q2 2026, its #61 holding.
National Philanthropic Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.