Trustco Bank (New York)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Trustco Bank (New York)’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
2025 Q2	–	Sell	-3,868	Closed	-$226K	–	69
2025 Q1	$226K	Hold	3,868	–	–	0.24%	65
2024 Q4	$241K	Sell	3,868 -1,736	-31%	-$111K	0.26%	65
2024 Q3	$349K	Hold	5,604	–	–	0.35%	56
2024 Q2	$328K	Sell	5,604 -1	-0%	-$59	0.35%	55
2024 Q1	$340K	Hold	5,605	–	–	0.35%	57
2023 Q4	$311K	Hold	5,605	–	–	0.34%	58
2023 Q3	$280K	Hold	5,605	–	–	0.32%	61
2023 Q2	$293K	Buy	+5,605	New	+$279K	0.32%	60

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trustco Bank (New York)'s IJH Position: Q2 2025 in Review

Trustco Bank (New York) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 3,868 shares — an estimated $226K sold.

Trustco Bank (New York) first reported a position in IJH in Q2 2023 and held it in 8 quarters. The position peaked at $349K in Q3 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Trustco Bank (New York) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Trustco Bank (New York) sold 3,868 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $226K.
Trustco Bank (New York) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and held it in 8 quarters.
Trustco Bank (New York)'s iShares Core S&P Mid-Cap ETF position peaked at $349K in Q3 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Trustco Bank (New York)'s 13F filing for Q2 2025, filed 8 Aug 2025.