Trust Point Inc
IJH icon

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

Trust Point Inc’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 		$2.09M Buy
29,047
+64
+0.2% +$4.83K 0.16% 82
2026
Q2 		$2.23M Sell
28,983
-780
-3% -$57.2K 0.19% 66
2026
Q1 		$2.01M Hold
29,763
– – 0.17% 67
2025
Q4 		$1.96M Buy
29,763
+99
+0.3% +$6.48K 0.16% 64
2025
Q3 		$1.94M Buy
29,664
+94
+0.3% +$6.04K 0.16% 65
2025
Q2 		$1.83M Buy
29,570
+2,638
+10% +$155K 0.17% 65
2025
Q1 		$1.57M Buy
26,932
+11,360
+73% +$705K 0.14% 78
2024
Q4 		$970K Buy
15,572
+449
+3% +$28.8K 0.07% 165
2024
Q3 		$942K Buy
15,123
+865
+6% +$52.2K 0.07% 177
2024
Q2 		$834K Sell
14,258
-47
-0.3% -$2.76K 0.07% 183
2024
Q1 		$869K Sell
14,305
-90
-0.6% -$5.1K 0.07% 182
2023
Q4 		$798K Buy
+14,395
New +$730K 0.07% 168

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

Trust Point Inc's IJH Position: Q3 2026 in Review

Trust Point Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.22% in Q3 2026, buying an estimated $4.83K and bringing the position to 29,047 shares worth $2.09M. The position accounts for 0.16% of the portfolio, ranked #82.

Trust Point Inc first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.23M in Q2 2026. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Trust Point Inc held 29,047 shares of iShares Core S&P Mid-Cap ETF worth $2.09M as of Q3 2026.
  • Trust Point Inc bought 64 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $4.83K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of Trust Point Inc's portfolio in Q3 2026, its #82 holding.
  • Trust Point Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Trust Point Inc's iShares Core S&P Mid-Cap ETF position peaked at $2.23M in Q2 2026.
  • 1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.