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

Rockland 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 		$22.3M Sell
289,667
-23,409
-7% -$1.72M 0.88% 31
2026
Q1 		$21.1M Sell
313,076
-21,080
-6% -$1.46M 0.85% 34
2025
Q4 		$22.1M Sell
334,156
-11,307
-3% -$741K 0.87% 37
2025
Q3 		$22.5M Buy
345,463
+316,529
+1,094% +$20.3M 0.92% 34
2025
Q2 		$1.79M Sell
28,934
-772
-3% -$45.3K 0.09% 98
2025
Q1 		$1.73M Sell
29,706
-1,492
-5% -$92.7K 0.09% 93
2024
Q4 		$1.94M Sell
31,198
-4,394
-12% -$282K 0.1% 95
2024
Q3 		$2.22M Sell
35,592
-1,766
-5% -$106K 0.11% 91
2024
Q2 		$2.19M Sell
37,358
-592
-2% -$34.8K 0.12% 93
2024
Q1 		$2.31M Sell
37,950
-2,640
-7% -$149K 0.12% 90
2023
Q4 		$2.25M Sell
40,590
-245
-0.6% -$12.4K 0.12% 89
2023
Q3 		$2.04M Sell
40,835
-685
-2% -$35.9K 0.12% 93
2023
Q2 		$2.17M Sell
41,520
-11,210
-21% -$557K 0.13% 95
2023
Q1 		$2.64M Sell
52,730
-3,610
-6% -$184K 0.17% 87
2022
Q4 		$2.73M Buy
56,340
+11,325
+25% +$547K 0.17% 91
2022
Q3 		$1.97M Buy
45,015
+2,030
+5% +$98.1K 0.14% 96
2022
Q2 		$1.95M Sell
42,985
-4,085
-9% -$202K 0.13% 98
2022
Q1 		$2.53M Sell
47,070
-3,975
-8% -$212K 0.16% 89
2021
Q4 		$2.89M Buy
51,045
+8,060
+19% +$449K 0.18% 89
2021
Q3 		$2.26M Sell
42,985
-875
-2% -$47.1K 0.16% 91
2021
Q2 		$2.36M Buy
43,860
+255
+0.6% +$13.8K 0.16% 88
2021
Q1 		$2.27M Sell
43,605
-165
-0.4% -$8.24K 0.16% 90
2020
Q4 		$2.01M Buy
43,770
+7,025
+19% +$296K 0.16% 94
2020
Q3 		$1.36M Sell
36,745
-6,770
-16% -$253K 0.12% 107
2020
Q2 		$1.55M Sell
43,515
-14,285
-25% -$474K 0.14% 95
2020
Q1 		$1.66M Sell
57,800
-12,925
-18% -$481K 0.17% 89
2019
Q4 		$2.91M Sell
70,725
-6,520
-8% -$258K 0.24% 80
2019
Q3 		$2.91M Sell
77,245
-3,950
-5% -$152K 0.26% 76
2019
Q2 		$3.15M Buy
81,195
+42,170
+108% +$1.62M 0.31% 73
2019
Q1 		$3.26M Sell
39,025
-43,270
-53% -$1.6M 0.35% 71
2018
Q4 		$2.73M Buy
82,295
+33,890
+70% +$1.24M 0.34% 73
2018
Q3 		$1.95M Sell
48,405
-7,390
-13% -$297K 0.24% 74
2018
Q2 		$2.17M Buy
55,795
+1,435
+3% +$55.4K 0.28% 71
2018
Q1 		$2.04M Buy
54,360
+19,570
+56% +$749K 0.27% 73
2017
Q4 		$1.32M Buy
+34,790
New +$1.29M 0.17% 88

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Rockland Trust's IJH Position: Q2 2026 in Review

Rockland Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.5% in Q2 2026, selling an estimated $1.72M and leaving 289,667 shares worth $22.3M. The position accounts for 0.88% of the portfolio, ranked #31.

Rockland Trust first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $22.5M in Q3 2025. 873 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Rockland Trust held 289,667 shares of iShares Core S&P Mid-Cap ETF worth $22.3M as of Q2 2026.
  • Rockland Trust sold 23,409 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.72M.
  • iShares Core S&P Mid-Cap ETF made up 0.88% of Rockland Trust's portfolio in Q2 2026, its #31 holding.
  • Rockland Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Rockland Trust's iShares Core S&P Mid-Cap ETF position peaked at $22.5M in Q3 2025.
  • 873 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.