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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
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% +$6.49K 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% -$5.09K 0.07% 182
2023
Q4 		$798K Buy
+14,395
New +$730K 0.07% 168

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Trust Point Inc's IJH Position: Q2 2026 in Review

Trust Point Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, selling an estimated $57.2K and leaving 28,983 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #66.

Trust Point Inc first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 647 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Trust Point Inc held 28,983 shares of iShares Core S&P Mid-Cap ETF worth $2.23M as of Q2 2026.
  • Trust Point Inc sold 780 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $57.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.19% of Trust Point Inc's portfolio in Q2 2026, its #66 holding.
  • Trust Point Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.