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

STAR Financial 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
Q1 		$3.66M Sell
54,179
-10,146
-16% -$704K 1.73% 13
2025
Q4 		$4.25M Sell
64,325
-1,071
-2% -$70.2K 2.17% 9
2025
Q3 		$4.27M Sell
65,396
-11,465
-15% -$737K 2.52% 7
2025
Q2 		$4.77M Sell
76,861
-7,778
-9% -$457K 3.02% 3
2025
Q1 		$4.94M Sell
84,639
-14,131
-14% -$878K 3.62% 4
2024
Q4 		$6.15M Sell
98,770
-30,261
-23% -$1.94M 4.43% 3
2024
Q3 		$8.04M Sell
129,031
-13,309
-9% -$803K 5.42% 3
2024
Q2 		$8.33M Sell
142,340
-17,020
-11% -$1,000K 6.42% 2
2024
Q1 		$9.68M Sell
159,360
-6,300
-4% -$357K 8.27% 2
2023
Q4 		$9.18M Sell
165,660
-3,590
-2% -$182K 8.36% 2
2023
Q3 		$8.44M Sell
169,250
-1,175
-0.7% -$61.6K 8.66% 2
2023
Q2 		$8.91M Buy
170,425
+1,305
+0.8% +$64.9K 8.32% 2
2023
Q1 		$8.46M Sell
169,120
-4,440
-3% -$226K 8.24% 2
2022
Q4 		$8.4M Buy
+173,560
New +$8.39M 8.33% 2

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

STAR Financial Bank's IJH Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $704K and leaving 54,179 shares worth $3.66M. The position accounts for 1.73% of the portfolio, ranked #13.

STAR Financial Bank first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.68M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • STAR Financial Bank held 54,179 shares of iShares Core S&P Mid-Cap ETF worth $3.66M as of Q1 2026.
  • STAR Financial Bank sold 10,146 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $704K.
  • iShares Core S&P Mid-Cap ETF made up 1.73% of STAR Financial Bank's portfolio in Q1 2026, its #13 holding.
  • STAR Financial Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's iShares Core S&P Mid-Cap ETF position peaked at $9.68M in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.