Trinity Financial Advisors
IJH icon

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
Q3 		$2.5M Buy
34,750
+660
+2% +$49.8K 0.64% 26
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% -$9.9K 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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Trinity Financial Advisors's IJH Position: Q3 2026 in Review

Trinity Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q3 2026, buying an estimated $49.8K and bringing the position to 34,750 shares worth $2.5M. The position accounts for 0.64% of the portfolio, ranked #26.

Trinity Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.73M in Q1 2024. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Trinity Financial Advisors held 34,750 shares of iShares Core S&P Mid-Cap ETF worth $2.5M as of Q3 2026.
  • Trinity Financial Advisors bought 660 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $49.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.64% of Trinity Financial Advisors's portfolio in Q3 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 21 quarters since.
  • Trinity Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.73M in Q1 2024.
  • 1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.