NorthCrest Asset Manangement’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NorthCrest Asset Manangement’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	$8.36M	Buy	110,425 +2,224	+2%	+$163K	0.21%	112
2026 Q1	$7.38M	Sell	108,201 -16,256	-13%	-$1.13M	0.23%	110
2025 Q4	$8.44M	Sell	124,457 -6,324	-5%	-$414K	0.19%	115
2025 Q3	$8.52M	Sell	130,781 -9,044	-6%	-$581K	0.2%	111
2025 Q2	$8.92M	Sell	139,825 -10,412	-7%	-$611K	0.24%	104
2025 Q1	$8.77M	Sell	150,237 -16,605	-10%	-$1.03M	0.26%	99
2024 Q4	$10.4M	Sell	166,842 -1,328	-0.8%	-$85.2K	0.31%	90
2024 Q3	$10.5M	Sell	168,170 -7,830	-4%	-$472K	0.32%	89
2024 Q2	$10.3M	Sell	176,000 -9,131	-5%	-$536K	0.34%	84
2024 Q1	$11.2M	Sell	185,131 -5,089	-3%	-$288K	0.38%	83
2023 Q4	$10.5M	Sell	190,220 -8,615	-4%	-$437K	0.4%	83
2023 Q3	$9.92M	Sell	198,835 -6,270	-3%	-$329K	0.4%	80
2023 Q2	$10.7M	Sell	205,105 -1,540	-0.7%	-$76.5K	0.42%	78
2023 Q1	$10.3M	Buy	+206,645	New	+$10.5M	0.43%	79
2022 Q4	–	Sell	-200,930	Closed	-$8.81M	–	408
2022 Q3	$8.81M	Buy	200,930 +1,375	+0.7%	+$66.5K	0.48%	77
2022 Q2	$9.03M	Buy	+199,555	New	+$9.85M	0.46%	80
2022 Q1	–	Sell	-189,070	Closed	-$10.7M	–	431
2021 Q4	$10.7M	Buy	+189,070	New	+$10.5M	0.59%	55

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement's IJH Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, buying an estimated $163K and bringing the position to 110,425 shares worth $8.36M. The position accounts for 0.21% of the portfolio, ranked #112.

NorthCrest Asset Manangement first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.2M in Q1 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

NorthCrest Asset Manangement held 110,425 shares of iShares Core S&P Mid-Cap ETF worth $8.36M as of Q2 2026.
NorthCrest Asset Manangement bought 2,224 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $163K.
iShares Core S&P Mid-Cap ETF made up 0.21% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #112 holding.
NorthCrest Asset Manangement first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
NorthCrest Asset Manangement's iShares Core S&P Mid-Cap ETF position peaked at $11.2M in Q1 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.