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

Somerset 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 		$638K Hold
8,280
– – 0.18% 92
2026
Q1 		$559K Sell
8,280
-3,005
-27% -$208K 0.17% 100
2025
Q4 		$745K Hold
11,285
– – 0.23% 76
2025
Q3 		$736K Hold
11,285
– – 0.23% 76
2025
Q2 		$700K Sell
11,285
-406
-3% -$23.8K 0.23% 75
2025
Q1 		$682K Sell
11,691
-1,350
-10% -$83.8K 0.24% 71
2024
Q4 		$813K Hold
13,041
– – 0.31% 61
2024
Q3 		$813K Hold
13,041
– – 0.3% 64
2024
Q2 		$763K Hold
13,041
– – 0.31% 61
2024
Q1 		$792K Buy
13,041
+306
+2% +$17.3K 0.32% 61
2023
Q4 		$706K Hold
12,735
– – 0.31% 61
2023
Q3 		$635K Hold
12,735
– – 0.29% 66
2023
Q2 		$666K Hold
12,735
– – 0.29% 66
2023
Q1 		$637K Buy
12,735
+190
+2% +$9.68K 0.28% 66
2022
Q4 		$607K Hold
12,545
– – 0.25% 68
2022
Q3 		$550K Hold
12,545
– – 0.26% 66
2022
Q2 		$568K Hold
12,545
– – 0.25% 67
2022
Q1 		$673K Buy
12,545
+925
+8% +$49.2K 0.26% 63
2021
Q4 		$658K Hold
11,620
– – 0.24% 66
2021
Q3 		$611K Sell
11,620
-215
-2% -$11.6K 0.25% 67
2021
Q2 		$636K Buy
11,835
+400
+3% +$21.6K 0.26% 68
2021
Q1 		$595K Buy
11,435
+350
+3% +$17.5K 0.26% 70
2020
Q4 		$510K Sell
11,085
-350
-3% -$14.7K 0.23% 71
2020
Q3 		$424K Hold
11,435
– – 0.21% 72
2020
Q2 		$407K Sell
11,435
-12,165
-52% -$404K 0.22% 72
2020
Q1 		$679K Sell
23,600
-3,605
-13% -$134K 0.45% 61
2019
Q4 		$1.12M Sell
27,205
-810
-3% -$32.1K 0.55% 59
2019
Q3 		$1.08M Sell
28,015
-5,590
-17% -$215K 0.57% 60
2019
Q2 		$1.31M Sell
33,605
-690
-2% -$26.4K 0.67% 57
2019
Q1 		$1.3M Sell
34,295
-100
-0.3% -$3.69K 0.68% 55
2018
Q4 		$1.14M Sell
34,395
-20
-0.1% -$730 0.66% 63
2018
Q3 		$1.39M Sell
34,415
-25
-0.1% -$1K 0.68% 60
2018
Q2 		$1.34M Sell
34,440
-555
-2% -$21.4K 0.72% 61
2018
Q1 		$1.31M Buy
34,995
+50
+0.1% +$1.91K 0.68% 65
2017
Q4 		$1.33M Sell
34,945
-475
-1% -$17.6K 0.66% 65
2017
Q3 		$1.27M Buy
35,420
+400
+1% +$13.9K 0.67% 66
2017
Q2 		$1.22M Buy
35,020
+155
+0.4% +$5.35K 0.66% 66
2017
Q1 		$1.19M Buy
34,865
+10
+0% +$340 0.67% 63
2016
Q4 		$1.15M Sell
34,855
-1,205
-3% -$38.2K 0.68% 62
2016
Q3 		$1.12M Buy
36,060
+15
+0% +$464 0.66% 66
2016
Q2 		$1.08M Buy
36,045
+7,625
+27% +$224K 0.67% 65
2016
Q1 		$820K Sell
28,420
-295
-1% -$7.88K 0.54% 85
2015
Q4 		$800K Sell
28,715
-120
-0.4% -$3.43K 0.53% 86
2015
Q3 		$788K Buy
28,835
+1,765
+7% +$51.3K 0.55% 81
2015
Q2 		$812K Buy
27,070
+375
+1% +$11.4K 0.53% 80
2015
Q1 		$811K Buy
26,695
+285
+1% +$8.43K 0.54% 82
2014
Q4 		$765K Sell
26,410
-110
-0.4% -$3.09K 0.51% 76
2014
Q3 		$725K Hold
26,520
– – 0.51% 78
2014
Q2 		$759K Sell
26,520
-200
-0.7% -$5.5K 0.54% 70
2014
Q1 		$735K Sell
26,720
-55
-0.2% -$1.48K 0.56% 63
2013
Q4 		$717K Buy
+26,775
New +$691K 0.55% 57

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Somerset Trust's IJH Position: Q2 2026 in Review

Somerset Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 8,280 shares worth $638K. The position accounts for 0.18% of the portfolio, ranked #92.

Somerset Trust first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.39M in Q3 2018. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Somerset Trust held 8,280 shares of iShares Core S&P Mid-Cap ETF worth $638K as of Q2 2026.
  • Somerset Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.18% of Somerset Trust's portfolio in Q2 2026, its #92 holding.
  • Somerset Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Somerset Trust's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q3 2018.
  • 908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.