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

TI-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 Q3	$494K	Hold	6,860	–	–	0.27%	89
2026 Q2	$529K	Hold	6,860	–	–	0.28%	86
2026 Q1	$463K	Hold	6,860	–	–	0.28%	88
2025 Q4	$453K	Hold	6,860	–	–	0.28%	86
2025 Q3	$448K	Hold	6,860	–	–	0.28%	88
2025 Q2	$425K	Hold	6,860	–	–	0.29%	87
2025 Q1	$400K	Sell	6,860 -68	-1%	-$4.22K	0.27%	89
2024 Q4	$432K	Hold	6,928	–	–	0.29%	89
2024 Q3	$432K	Sell	6,928 -497	-7%	-$30K	0.31%	90
2024 Q2	$435K	Hold	7,425	–	–	0.33%	81
2024 Q1	$451K	Hold	7,425	–	–	0.33%	84
2023 Q4	$412K	Sell	7,425 -100	-1%	-$5.07K	0.36%	78
2023 Q3	$375K	Hold	7,525	–	–	0.36%	80
2023 Q2	$394K	Sell	7,525 -100	-1%	-$4.97K	0.36%	79
2023 Q1	$381K	Sell	7,625 -100	-1%	-$5.1K	0.36%	82
2022 Q4	$374K	Sell	7,725 -825	-10%	-$39.9K	0.36%	83
2022 Q3	$375K	Hold	8,550	–	–	0.4%	81
2022 Q2	$387K	Sell	8,550 -440	-5%	-$21.7K	0.4%	81
2022 Q1	$482K	Hold	8,990	–	–	0.44%	74
2021 Q4	$509K	Buy	+8,990	New	+$500K	0.45%	71
2019 Q4	$437K	Buy	+10,615	New	+$421K	0.43%	72

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

TI-Trust's IJH Position: Q3 2026 in Review

TI-Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 6,860 shares worth $494K. The position accounts for 0.27% of the portfolio, ranked #89.

TI-Trust first reported a position in IJH in Q4 2019 and has held it in 21 quarters since. The position peaked at $529K in Q2 2026. 1,203 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

TI-Trust held 6,860 shares of iShares Core S&P Mid-Cap ETF worth $494K as of Q3 2026.
TI-Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.27% of TI-Trust's portfolio in Q3 2026, its #89 holding.
TI-Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
TI-Trust's iShares Core S&P Mid-Cap ETF position peaked at $529K in Q2 2026.
1,203 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on TI-Trust's 13F filing for Q3 2026, filed 21 Oct 2026.