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

Sentinel 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	$2.33M	Sell	30,260 -7,840	-21%	-$575K	0.21%	49
2026 Q1	$2.57M	Buy	+38,100	New	+$2.64M	0.26%	42
2025 Q2	–	Sell	-33,600	Closed	-$1.96M	–	132
2025 Q1	$1.96M	Sell	33,600 -24,995	-43%	-$1.55M	0.23%	52
2024 Q4	$3.65M	Buy	58,595 +6,100	+12%	+$391K	0.42%	36
2024 Q3	$3.27M	Buy	+52,495	New	+$3.17M	0.37%	40
2017 Q3	–	Sell	-10,500	Closed	-$365K	–	114
2017 Q2	$365K	Buy	+10,500	New	+$362K	0.06%	100
2015 Q4	–	Sell	-15,395	Closed	-$421K	–	140
2015 Q3	$421K	Sell	15,395 -1,250	-8%	-$36.3K	0.06%	102
2015 Q2	$499K	Sell	16,645 -41,230	-71%	-$1.26M	0.13%	105
2015 Q1	$1.76M	Buy	+57,875	New	+$1.71M	0.48%	68

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Sentinel Trust's IJH Position: Q2 2026 in Review

Sentinel Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2026, selling an estimated $575K and leaving 30,260 shares worth $2.33M. The position accounts for 0.21% of the portfolio, ranked #49.

Sentinel Trust first reported a position in IJH in Q1 2015 and has held it in 9 quarters since. The position peaked at $3.65M in Q4 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sentinel Trust held 30,260 shares of iShares Core S&P Mid-Cap ETF worth $2.33M as of Q2 2026.
Sentinel Trust sold 7,840 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $575K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Sentinel Trust's portfolio in Q2 2026, its #49 holding.
Sentinel Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 9 quarters since.
Sentinel Trust's iShares Core S&P Mid-Cap ETF position peaked at $3.65M in Q4 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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