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

Philadelphia Trust 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	$2.06M	Sell	30,475 -2,115	-6%	-$147K	0.15%	83
2025 Q4	$2.15M	Hold	32,590	–	–	0.15%	81
2025 Q3	$2.13M	Hold	32,590	–	–	0.15%	81
2025 Q2	$2.02M	Hold	32,590	–	–	0.16%	79
2025 Q1	$1.9M	Hold	32,590	–	–	0.16%	82
2024 Q4	$2.03M	Sell	32,590 -1,795	-5%	-$115K	0.15%	86
2024 Q3	$2.14M	Buy	34,385 +620	+2%	+$37.4K	0.16%	84
2024 Q2	$1.98M	Hold	33,765	–	–	0.15%	84
2024 Q1	$2.05M	Hold	33,765	–	–	0.16%	87
2023 Q4	$1.87M	Hold	33,765	–	–	0.18%	87
2023 Q3	$1.68M	Sell	33,765 -200	-0.6%	-$10.5K	0.17%	93
2023 Q2	$1.78M	Hold	33,965	–	–	0.17%	95
2023 Q1	$1.7M	Hold	33,965	–	–	0.17%	97
2022 Q4	$1.64M	Hold	33,965	–	–	0.18%	95
2022 Q3	$1.49M	Sell	33,965 -625	-2%	-$30.2K	0.17%	90
2022 Q2	$1.56M	Buy	34,590 +27,470	+386%	+$1.36M	0.16%	91
2022 Q1	$382K	Hold	7,120	–	–	0.03%	185
2021 Q4	$403K	Sell	7,120 -500	-7%	-$27.8K	0.03%	187
2021 Q3	$401K	Buy	7,620 +1,150	+18%	+$61.9K	0.03%	183
2021 Q2	$348K	Hold	6,470	–	–	0.02%	192
2021 Q1	$337K	Sell	6,470 -3,000	-32%	-$150K	0.03%	184
2020 Q4	$435K	Hold	9,470	–	–	0.04%	163
2020 Q3	$351K	Buy	+9,470	New	+$354K	0.03%	164

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 $544B AUM 28.31% 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 $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Philadelphia Trust Company's IJH Position: Q1 2026 in Review

Philadelphia Trust Company reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q1 2026, selling an estimated $147K and leaving 30,475 shares worth $2.06M. The position accounts for 0.15% of the portfolio, ranked #83.

Philadelphia Trust Company first reported a position in IJH in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.15M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Philadelphia Trust Company held 30,475 shares of iShares Core S&P Mid-Cap ETF worth $2.06M as of Q1 2026.
Philadelphia Trust Company sold 2,115 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $147K.
iShares Core S&P Mid-Cap ETF made up 0.15% of Philadelphia Trust Company's portfolio in Q1 2026, its #83 holding.
Philadelphia Trust Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
Philadelphia Trust Company's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.