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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.7M Buy
216,309
+7,709
+4% +$566K 6.7% 3
2026
Q1
$14.1M Buy
208,600
+48,207
+30% +$3.34M 6.17% 3
2025
Q4
$10.6M Buy
+160,393
New +$10.5M 4.59% 4
2025
Q2
$9.82M Sell
155,863
-2,875
-2% -$169K 4.51% 4
2025
Q1
$9.26M Sell
158,738
-9,927
-6% -$616K 4.53% 4
2024
Q4
$10.5M Sell
168,665
-3,128
-2% -$201K 5.17% 4
2024
Q3
$10.7M Buy
171,793
+1,199
+0.7% +$72.3K 5.25% 3
2024
Q2
$9.98M Sell
170,594
-2,280
-1% -$134K 5.24% 4
2024
Q1
$10.5M Buy
172,874
+964
+0.6% +$54.6K 5.49% 3
2023
Q4
$9.53M Sell
171,910
-6,835
-4% -$347K 5.4% 3
2023
Q3
$8.91M Sell
178,745
-635
-0.4% -$33.3K 5.56% 2
2023
Q2
$9.77M Buy
+179,380
New +$8.92M 5.83% 2

Other funds holding IJH

Union Savings Bank's IJH Position: Q2 2026 in Review

Union Savings Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q2 2026, buying an estimated $566K and bringing the position to 216,309 shares worth $16.7M. The position accounts for 6.7% of the portfolio, ranked #3.

Union Savings Bank first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Union Savings Bank held 216,309 shares of iShares Core S&P Mid-Cap ETF worth $16.7M as of Q2 2026.
  • Union Savings Bank bought 7,709 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $566K.
  • iShares Core S&P Mid-Cap ETF made up 6.7% of Union Savings Bank's portfolio in Q2 2026, its #3 holding.
  • Union Savings Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.