SeaBridge Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SeaBridge Investment Advisors’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	$2.54M	Hold	33,000	–	–	0.37%	68
2026 Q1	$2.23M	Sell	33,000 -20,549	-38%	-$1.43M	0.38%	72
2025 Q4	$3.53M	Hold	53,549	–	–	0.58%	53
2025 Q3	$3.49M	Buy	53,549 +9,849	+23%	+$633K	0.57%	57
2025 Q2	$2.71M	Buy	43,700 +10,700	+32%	+$628K	0.5%	65
2025 Q1	$1.93M	Hold	33,000	–	–	0.42%	79
2024 Q4	$2.06M	Hold	33,000	–	–	0.43%	70
2024 Q3	$2.06M	Hold	33,000	–	–	0.5%	61
2024 Q2	$1.93M	Buy	33,000 +11,150	+51%	+$655K	0.5%	64
2024 Q1	$1.33M	Hold	21,850	–	–	0.35%	86
2023 Q4	$1.21M	Hold	21,850	–	–	0.35%	86
2023 Q3	$1.09M	Buy	21,850 +6,000	+38%	+$314K	0.36%	89
2023 Q2	$829K	Hold	15,850	–	–	0.27%	93
2023 Q1	$793K	Sell	15,850 -500	-3%	-$25.5K	0.28%	94
2022 Q4	$791K	Buy	16,350 +500	+3%	+$24.2K	0.28%	96
2022 Q3	$695K	Hold	15,850	–	–	0.24%	103
2022 Q2	$717K	Hold	15,850	–	–	0.23%	101
2022 Q1	$851K	Hold	15,850	–	–	0.25%	106
2021 Q4	$897K	Buy	+15,850	New	+$882K	0.29%	101

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

SeaBridge Investment Advisors's IJH Position: Q2 2026 in Review

SeaBridge Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 33,000 shares worth $2.54M. The position accounts for 0.37% of the portfolio, ranked #68.

SeaBridge Investment Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.53M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SeaBridge Investment Advisors held 33,000 shares of iShares Core S&P Mid-Cap ETF worth $2.54M as of Q2 2026.
SeaBridge Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.37% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #68 holding.
SeaBridge Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
SeaBridge Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.53M in Q4 2025.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.