Umpqua Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Umpqua Bank’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	$870K	Sell	11,287 -277	-2%	-$20.3K	0.2%	93
2026 Q1	$781K	Buy	11,564 +324	+3%	+$22.5K	0.22%	91
2025 Q4	$742K	Hold	11,240	–	–	0.21%	96
2025 Q3	$732K	Hold	11,240	–	–	0.2%	96
2025 Q2	$713K	Sell	11,240 -1,125	-9%	-$66K	0.22%	95
2025 Q1	$721K	Buy	12,365 +70	+0.6%	+$4.35K	0.25%	91
2024 Q4	$776K	Hold	12,295	–	–	0.27%	84
2024 Q3	$766K	Hold	12,295	–	–	0.28%	82
2024 Q2	$720K	Sell	12,295 -50	-0.4%	-$2.94K	0.28%	80
2024 Q1	$750K	Buy	+12,345	New	+$699K	0.31%	79

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Umpqua Bank's IJH Position: Q2 2026 in Review

Umpqua Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, selling an estimated $20.3K and leaving 11,287 shares worth $870K. The position accounts for 0.2% of the portfolio, ranked #93.

Umpqua Bank first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,696 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Umpqua Bank held 11,287 shares of iShares Core S&P Mid-Cap ETF worth $870K as of Q2 2026.
Umpqua Bank sold 277 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.3K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Umpqua Bank's portfolio in Q2 2026, its #93 holding.
Umpqua Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,696 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.