Summit Trail Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Summit Trail Advisors’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	$4.89M	Buy	63,425 +4,213	+7%	+$309K	0.06%	187
2026 Q1	$4M	Sell	59,212 -80,129	-58%	-$5.56M	0.06%	216
2025 Q4	$9.2M	Sell	139,341 -206,717	-60%	-$13.5M	0.16%	82
2025 Q3	$22.6M	Buy	346,058 +200,097	+137%	+$12.9M	0.31%	39
2025 Q2	$9.05M	Buy	+145,961	New	+$8.57M	0.16%	76
2024 Q4	–	Sell	-72,675	Closed	-$4.53M	–	556
2024 Q3	$4.53M	Buy	72,675 +49,015	+207%	+$2.96M	0.11%	83
2024 Q2	$1.38M	Buy	23,660 +17,530	+286%	+$1.03M	0.04%	180
2024 Q1	$372K	Hold	6,130	–	–	0.01%	410
2023 Q4	$340K	Buy	6,130 +1,380	+29%	+$70K	0.01%	372
2023 Q3	$238K	Hold	4,750	–	–	0.01%	452
2023 Q2	$248K	Sell	4,750 -890	-16%	-$44.2K	0.01%	416
2023 Q1	$282K	Sell	5,640 -7,525	-57%	-$383K	0.01%	329
2022 Q4	$637K	Buy	13,165 +6,990	+113%	+$338K	0.03%	149
2022 Q3	$271K	Sell	6,175 -1,770	-22%	-$85.6K	0.01%	277
2022 Q2	$359K	Sell	7,945 -170	-2%	-$8.39K	0.02%	237
2022 Q1	$436K	Sell	8,115 -33,885	-81%	-$1.8M	0.04%	193
2021 Q4	$2.38M	Sell	42,000 -1,685	-4%	-$93.8K	0.15%	84
2021 Q3	$2.3M	Hold	43,685	–	–	0.17%	74
2021 Q2	$2.35M	Sell	43,685 -960	-2%	-$51.8K	0.21%	60
2021 Q1	$2.32M	Hold	44,645	–	–	0.25%	50
2020 Q4	$2.05M	Hold	44,645	–	–	0.26%	45
2020 Q3	$1.84M	Buy	44,645 +26,845	+151%	+$1M	0.36%	36
2020 Q2	$633K	Sell	17,800 -6,340	-26%	-$211K	0.12%	79
2020 Q1	$695K	Buy	+24,140	New	+$898K	0.19%	58
2019 Q4	–	Sell	-29,790	Closed	-$1.15M	–	90
2019 Q3	$1.15M	Buy	+29,790	New	+$1.14M	0.41%	30
2018 Q1	–	Sell	-4,340	Closed	-$172K	–	1024
2017 Q4	$172K	Buy	+4,340	New	+$160K	0.02%	480

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Trail Advisors's IJH Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q2 2026, buying an estimated $309K and bringing the position to 63,425 shares worth $4.89M. The position accounts for 0.06% of the portfolio, ranked #187.

Summit Trail Advisors first reported a position in IJH in Q4 2017 and has held it in 26 quarters since. The position peaked at $22.6M in Q3 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Summit Trail Advisors held 63,425 shares of iShares Core S&P Mid-Cap ETF worth $4.89M as of Q2 2026.
Summit Trail Advisors bought 4,213 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $309K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Summit Trail Advisors's portfolio in Q2 2026, its #187 holding.
Summit Trail Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 26 quarters since.
Summit Trail Advisors's iShares Core S&P Mid-Cap ETF position peaked at $22.6M in Q3 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.