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

Sabal 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
2025
Q1 		$4.4M Sell
75,377
-7,094
-9% -$441K 0.24% 73
2024
Q4 		$5.14M Sell
82,471
-6,828
-8% -$438K 0.3% 65
2024
Q3 		$5.57M Buy
89,299
+5,444
+6% +$328K 0.3% 61
2024
Q2 		$4.91M Buy
83,855
+4,390
+6% +$258K 0.29% 62
2024
Q1 		$4.83M Buy
79,465
+9,155
+13% +$518K 0.28% 60
2023
Q4 		$3.9M Buy
70,310
+14,875
+27% +$754K 0.24% 62
2023
Q3 		$2.76M Sell
55,435
-675
-1% -$35.4K 0.18% 67
2023
Q2 		$2.93M Sell
56,110
-355
-0.6% -$17.6K 0.19% 63
2023
Q1 		$2.83M Sell
56,465
-1,345
-2% -$68.5K 0.2% 58
2022
Q4 		$2.8M Buy
57,810
+550
+1% +$26.6K 0.19% 59
2022
Q3 		$2.51M Buy
57,260
+585
+1% +$28.3K 0.19% 59
2022
Q2 		$2.56M Buy
56,675
+4,510
+9% +$223K 0.18% 60
2022
Q1 		$2.8M Sell
52,165
-225
-0.4% -$12K 0.19% 57
2021
Q4 		$2.97M Buy
52,390
+9,095
+21% +$506K 0.19% 58
2021
Q3 		$2.28M Buy
43,295
+17,400
+67% +$936K 0.16% 61
2021
Q2 		$1.39M Buy
25,895
+8,975
+53% +$485K 0.1% 64
2021
Q1 		$881K Buy
16,920
+8,050
+91% +$402K 0.07% 80
2020
Q4 		$408K Buy
8,870
+3,250
+58% +$137K 0.03% 100
2020
Q3 		$208K Sell
5,620
-69,800
-93% -$2.61M 0.02% 131
2020
Q2 		$2.68M Sell
75,420
-250
-0.3% -$8.3K 0.25% 50
2020
Q1 		$2.18M Sell
75,670
-8,505
-10% -$316K 0.24% 47
2019
Q4 		$3.46M Sell
84,175
-965
-1% -$38.2K 0.28% 48
2019
Q3 		$3.29M Buy
85,140
+165
+0.2% +$6.34K 0.27% 48
2019
Q2 		$3.3M Buy
84,975
+7,000
+9% +$268K 0.29% 46
2019
Q1 		$2.95M Sell
77,975
-250
-0.3% -$9.23K 0.26% 50
2018
Q4 		$2.6M Buy
78,225
+800
+1% +$29.2K 0.27% 50
2018
Q3 		$3.12M Buy
77,425
+5,500
+8% +$221K 0.28% 48
2018
Q2 		$2.8M Hold
71,925
– – 0.27% 48
2018
Q1 		$2.7M Buy
+71,925
New +$2.75M 0.26% 48

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sabal Trust's IJH Position: Q1 2025 in Review

Sabal Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.6% in Q1 2025, selling an estimated $441K and leaving 75,377 shares worth $4.4M. The position accounts for 0.24% of the portfolio, ranked #73.

Sabal Trust first reported a position in IJH in Q1 2018 and has held it in 29 quarters since. The position peaked at $5.57M in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Sabal Trust held 75,377 shares of iShares Core S&P Mid-Cap ETF worth $4.4M as of Q1 2025.
  • Sabal Trust sold 7,094 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $441K.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Sabal Trust's portfolio in Q1 2025, its #73 holding.
  • Sabal Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 29 quarters since.
  • Sabal Trust's iShares Core S&P Mid-Cap ETF position peaked at $5.57M in Q3 2024.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.