Sentry LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sentry LLC’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 Q1	$309K	Hold	4,575	–	–	0.1%	94
2025 Q4	$302K	Hold	4,575	–	–	0.08%	97
2025 Q3	$299K	Hold	4,575	–	–	0.07%	103
2025 Q2	$284K	Hold	4,575	–	–	0.06%	102
2025 Q1	$267K	Buy	4,575 +1,215	+36%	+$75.5K	0.05%	103
2024 Q4	$209K	Sell	3,360 -1,215	-27%	-$77.9K	0.04%	119
2024 Q3	$285K	Hold	4,575	–	–	0.06%	105
2024 Q2	$268K	Hold	4,575	–	–	0.05%	103
2024 Q1	$278K	Hold	4,575	–	–	0.05%	97
2023 Q4	$254K	Hold	4,575	–	–	0.05%	101
2023 Q3	$228K	Hold	4,575	–	–	0.05%	107
2023 Q2	$239K	Hold	4,575	–	–	0.05%	108
2023 Q1	$229K	Buy	+4,575	New	+$233K	0.05%	103

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sentry LLC's IJH Position: Q1 2026 in Review

Sentry LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,575 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #94.

Sentry LLC first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sentry LLC held 4,575 shares of iShares Core S&P Mid-Cap ETF worth $309K as of Q1 2026.
Sentry LLC left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Sentry LLC's portfolio in Q1 2026, its #94 holding.
Sentry LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.