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

Sanibel Captiva 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 Q2	$12.5M	Buy	162,459 +14,658	+10%	+$1.08M	0.31%	74
2026 Q1	$9.98M	Buy	147,801 +49,658	+51%	+$3.44M	0.28%	87
2025 Q4	$6.48M	Sell	98,143 -1,319	-1%	-$86.4K	0.18%	108
2025 Q3	$6.49M	Buy	99,462 +54,494	+121%	+$3.5M	0.18%	110
2025 Q2	$2.79M	Buy	44,968 +18,150	+68%	+$1.07M	0.09%	155
2025 Q1	$1.56M	Buy	26,818 +18,607	+227%	+$1.16M	0.05%	184
2024 Q4	$512K	Buy	8,211 +1,010	+14%	+$64.8K	0.02%	271
2024 Q3	$449K	Buy	7,201 +1	+0%	+$60	0.01%	284
2024 Q2	$421K	Buy	7,200 +640	+10%	+$37.6K	0.01%	282
2024 Q1	$398K	Buy	6,560 +635	+11%	+$36K	0.01%	286
2023 Q4	$328K	Buy	+5,925	New	+$301K	0.01%	289

Other funds holding IJH

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

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 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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Sanibel Captiva Trust Company's IJH Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.9% in Q2 2026, buying an estimated $1.08M and bringing the position to 162,459 shares worth $12.5M. The position accounts for 0.31% of the portfolio, ranked #74.

Sanibel Captiva Trust Company first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,109 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sanibel Captiva Trust Company held 162,459 shares of iShares Core S&P Mid-Cap ETF worth $12.5M as of Q2 2026.
Sanibel Captiva Trust Company bought 14,658 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.08M.
iShares Core S&P Mid-Cap ETF made up 0.31% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #74 holding.
Sanibel Captiva Trust Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,109 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.