Security National Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Security National Bank’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	$956K	Hold	12,393	–	–	0.11%	91
2026 Q1	$837K	Buy	12,393 +171	+1%	+$11.9K	0.12%	83
2025 Q4	$807K	Buy	12,222 +372	+3%	+$24.4K	0.12%	82
2025 Q3	$773K	Sell	11,850 -2,409	-17%	-$155K	0.12%	81
2025 Q2	$884K	Buy	14,259 +2,208	+18%	+$130K	0.15%	75
2025 Q1	$703K	Buy	12,051 +201	+2%	+$12.5K	0.13%	78
2024 Q4	$738K	Buy	11,850 +2,750	+30%	+$176K	0.11%	73
2024 Q3	$567K	Hold	9,100	–	–	0.08%	79
2024 Q2	$533K	Hold	9,100	–	–	0.08%	79
2024 Q1	$553K	Hold	9,100	–	–	0.08%	74
2023 Q4	$504K	Sell	9,100 -2,490	-21%	-$126K	0.11%	77
2023 Q3	$580K	Sell	11,590 -190	-2%	-$9.96K	0.16%	68
2023 Q2	$616K	Buy	11,780 +140	+1%	+$6.96K	0.16%	65
2023 Q1	$582K	Sell	11,640 -3,040	-21%	-$155K	0.16%	65
2022 Q4	$710K	Buy	14,680 +4,220	+40%	+$204K	0.19%	61
2022 Q3	$459K	Buy	10,460 +175	+2%	+$8.46K	0.13%	69
2022 Q2	$465K	Buy	10,285 +260	+3%	+$12.8K	0.13%	68
2022 Q1	$538K	Buy	10,025 +1,000	+11%	+$53.2K	0.12%	68
2021 Q4	$511K	Sell	9,025 -535	-6%	-$29.8K	0.12%	69
2021 Q3	$503K	Buy	9,560 +5,000	+110%	+$269K	0.13%	67
2021 Q2	$245K	Hold	4,560	–	–	0.06%	88
2021 Q1	$237K	Hold	4,560	–	–	0.07%	87
2020 Q4	$210K	Buy	+4,560	New	+$192K	0.07%	72
2020 Q1	–	Sell	-9,390	Closed	-$387K	–	71
2019 Q4	$387K	Hold	9,390	–	–	0.17%	60
2019 Q3	$363K	Buy	9,390 +380	+4%	+$14.6K	0.17%	56
2019 Q2	$350K	Buy	9,010 +1,070	+13%	+$41K	0.17%	58
2019 Q1	$301K	Buy	+7,940	New	+$293K	0.16%	63

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Security National Bank's IJH Position: Q2 2026 in Review

Security National Bank held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 12,393 shares worth $956K. The position accounts for 0.11% of the portfolio, ranked #91.

Security National Bank first reported a position in IJH in Q1 2019 and has held it in 27 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Security National Bank held 12,393 shares of iShares Core S&P Mid-Cap ETF worth $956K as of Q2 2026.
Security National Bank left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of Security National Bank's portfolio in Q2 2026, its #91 holding.
Security National Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 27 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.