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

Trinity Financial 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	$2.63M	Sell	34,090 -936	-3%	-$68.7K	0.68%	26
2026 Q1	$2.37M	Buy	35,026 +2,105	+6%	+$146K	0.67%	26
2025 Q4	$2.17M	Sell	32,921 -1,095	-3%	-$71.7K	0.61%	30
2025 Q3	$2.22M	Sell	34,016 -1,307	-4%	-$84K	0.64%	31
2025 Q2	$2.19M	Sell	35,323 -19,527	-36%	-$1.15M	0.67%	29
2025 Q1	$3.05M	Sell	54,850 -1,380	-2%	-$85.7K	1.1%	20
2024 Q4	$3.49M	Sell	56,230 -32,675	-37%	-$2.1M	1.33%	21
2024 Q3	$2.98M	Sell	88,905 -18,082	-17%	-$1.09M	1.33%	15
2024 Q2	$6.26M	Sell	106,987 -3,799	-3%	-$223K	2.8%	11
2024 Q1	$6.73M	Buy	110,786 +11,506	+12%	+$651K	3.03%	10
2023 Q4	$5.5M	Sell	99,280 -195	-0.2%	-$9.89K	2.69%	12
2023 Q3	$4.96M	Buy	99,475 +4,325	+5%	+$227K	2.64%	10
2023 Q2	$4.98M	Buy	95,150 +3,300	+4%	+$164K	2.67%	9
2023 Q1	$4.6M	Buy	91,850 +45	+0%	+$2.29K	2.81%	9
2022 Q4	$4.44M	Buy	91,805 +990	+1%	+$47.8K	2.92%	8
2022 Q3	$3.98M	Sell	90,815 -950	-1%	-$45.9K	2.89%	8
2022 Q2	$4.15M	Sell	91,765 -8,295	-8%	-$409K	3.06%	10
2022 Q1	$5.37M	Sell	100,060 -15,595	-13%	-$830K	3.36%	8
2021 Q4	$6.55M	Buy	+115,655	New	+$6.44M	3.87%	7
2021 Q1	–	Sell	-84,145	Closed	-$3.93M	–	50
2020 Q4	$3.93M	Buy	+84,145	New	+$3.55M	3.56%	10

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trinity Financial Advisors's IJH Position: Q2 2026 in Review

Trinity Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, selling an estimated $68.7K and leaving 34,090 shares worth $2.63M. The position accounts for 0.68% of the portfolio, ranked #26.

Trinity Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.73M in Q1 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Trinity Financial Advisors held 34,090 shares of iShares Core S&P Mid-Cap ETF worth $2.63M as of Q2 2026.
Trinity Financial Advisors sold 936 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $68.7K.
iShares Core S&P Mid-Cap ETF made up 0.68% of Trinity Financial Advisors's portfolio in Q2 2026, its #26 holding.
Trinity Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
Trinity Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.73M in Q1 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.