Whittier Trust’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
Q1 | $125M | Buy |
1,821,978
+1,568
| +0.1% | +$109K | 1.41% | 13 |
|
|
2025
Q4 | $125M | Buy |
1,820,410
+8,776
| +0.5% | +$575K | 1.36% | 13 |
|
|
2025
Q3 | $119M | Buy |
1,811,634
+41,190
| +2% | +$2.65M | 1.36% | 12 |
|
|
2025
Q2 | $110M | Buy |
1,770,444
+31,560
| +2% | +$1.85M | 1.32% | 12 |
|
|
2025
Q1 | $101M | Buy |
1,738,884
+28,681
| +2% | +$1.78M | 1.41% | 13 |
|
|
2024
Q4 | $107M | Sell |
1,710,203
-5,346
| -0.3% | -$343K | 1.4% | 12 |
|
|
2024
Q3 | $107M | Buy |
1,715,549
+36,610
| +2% | +$2.21M | 1.43% | 12 |
|
|
2024
Q2 | $98.3M | Buy |
1,678,939
+59,439
| +4% | +$3.49M | 1.39% | 11 |
|
|
2024
Q1 | $98.4M | Buy |
1,619,500
+46,545
| +3% | +$2.64M | 1.43% | 11 |
|
|
2023
Q4 | $87.2M | Sell |
1,572,955
-281,035
| -15% | -$14.3M | 1.41% | 11 |
|
|
2023
Q3 | $92.5M | Buy |
1,853,990
+71,505
| +4% | +$3.75M | 1.64% | 10 |
|
|
2023
Q2 | $93.2M | Sell |
1,782,485
-358,510
| -17% | -$17.8M | 1.62% | 10 |
|
|
2023
Q1 | $107M | Buy |
2,140,995
+49,625
| +2% | +$2.53M | 1.95% | 8 |
|
|
2022
Q4 | $101M | Buy |
2,091,370
+296,305
| +17% | +$14.3M | 1.97% | 7 |
|
|
2022
Q3 | $78.7M | Buy |
1,795,065
+39,590
| +2% | +$1.91M | 1.65% | 8 |
|
|
2022
Q2 | $79.4M | Sell |
1,755,475
-4,815
| -0.3% | -$238K | 1.6% | 9 |
|
|
2022
Q1 | $94.5M | Buy |
1,760,290
+130,235
| +8% | +$6.93M | 1.59% | 10 |
|
|
2021
Q4 | $92.3M | Buy |
1,630,055
+66,560
| +4% | +$3.71M | 1.5% | 11 |
|
|
2021
Q3 | $82.3M | Buy |
1,563,495
+111,690
| +8% | +$6.01M | 1.5% | 11 |
|
|
2021
Q2 | $78M | Buy |
1,451,805
+79,240
| +6% | +$4.28M | 1.39% | 14 |
|
|
2021
Q1 | $71.4M | Buy |
1,372,565
+156,080
| +13% | +$7.79M | 1.39% | 13 |
|
|
2020
Q4 | $55.9M | Buy |
1,216,485
+24,850
| +2% | +$1.05M | 1.19% | 16 |
|
|
2020
Q3 | $44.2M | Buy |
1,191,635
+4,685
| +0.4% | +$175K | 1.05% | 16 |
|
|
2020
Q2 | $42.2M | Sell |
1,186,950
-192,275
| -14% | -$6.39M | 1.17% | 13 |
|
|
2020
Q1 | $39.7M | Buy |
1,379,225
+123,730
| +10% | +$4.6M | 1.3% | 14 |
|
|
2019
Q4 | $51.7M | Buy |
1,255,495
+132,065
| +12% | +$5.23M | 1.36% | 14 |
|
|
2019
Q3 | $43.4M | Buy |
1,123,430
+89,955
| +9% | +$3.46M | 1.24% | 15 |
|
|
2019
Q2 | $40.2M | Buy |
1,033,475
+55,930
| +6% | +$2.14M | 1.18% | 15 |
|
|
2019
Q1 | $37M | Buy |
977,545
+364,815
| +60% | +$13.5M | 1.13% | 16 |
|
|
2018
Q4 | $20.3M | Buy |
612,730
+154,340
| +34% | +$5.63M | 0.7% | 32 |
|
|
2018
Q3 | $18.5M | Buy |
458,390
+106,305
| +30% | +$4.27M | 0.58% | 37 |
|
|
2018
Q2 | $13.7M | Buy |
352,085
+49,545
| +16% | +$1.91M | 0.45% | 59 |
|
|
2018
Q1 | $11.3M | Buy |
302,540
+6,795
| +2% | +$260K | 0.38% | 75 |
|
|
2017
Q4 | $11.2M | Buy |
295,745
+53,315
| +22% | +$1.97M | 0.39% | 71 |
|
|
2017
Q3 | $8.67M | Buy |
242,430
+10,030
| +4% | +$349K | 0.32% | 91 |
|
|
2017
Q2 | $8.09M | Buy |
232,400
+11,755
| +5% | +$406K | 0.31% | 92 |
|
|
2017
Q1 | $7.56M | Buy |
220,645
+57,930
| +36% | +$1.97M | 0.3% | 93 |
|
|
2016
Q4 | $5.38M | Buy |
162,715
+34,515
| +27% | +$1.09M | 0.23% | 117 |
|
|
2016
Q3 | $3.97M | Buy |
128,200
+195
| +0.2% | +$6.03K | 0.17% | 143 |
|
|
2016
Q2 | $3.83M | Buy |
128,005
+2,730
| +2% | +$80.1K | 0.17% | 142 |
|
|
2016
Q1 | $3.61M | Buy |
125,275
+4,700
| +4% | +$126K | 0.16% | 149 |
|
|
2015
Q4 | $3.36M | Sell |
120,575
-3,370
| -3% | -$96.3K | 0.15% | 153 |
|
|
2015
Q3 | $3.39M | Buy |
123,945
+130
| +0.1% | +$3.78K | 0.16% | 143 |
|
|
2015
Q2 | $3.71M | Buy |
123,815
+170
| +0.1% | +$5.18K | 0.16% | 150 |
|
|
2015
Q1 | $3.76M | Buy |
123,645
+12,390
| +11% | +$367K | 0.17% | 139 |
|
|
2014
Q4 | $3.22M | Buy |
111,255
+12,625
| +13% | +$355K | 0.15% | 152 |
|
|
2014
Q3 | $2.7M | Buy |
98,630
+780
| +0.8% | +$22K | 0.13% | 159 |
|
|
2014
Q2 | $2.8M | Sell |
97,850
-5,180
| -5% | -$142K | 0.14% | 157 |
|
|
2014
Q1 | $2.83M | Sell |
103,030
-1,590
| -2% | -$42.8K | 0.15% | 151 |
|
|
2013
Q4 | $2.8M | Buy |
104,620
+545
| +0.5% | +$14.1K | 0.14% | 145 |
|
|
2013
Q3 | $2.58M | Sell |
104,075
-2,025
| -2% | -$49.4K | 0.14% | 149 |
|
|
2013
Q2 | $2.45M | Buy |
+106,100
| New | +$2.46M | 0.14% | 147 |
|
Other funds holding IJH
Whittier Trust's IJH Position: Q1 2026 in Review
Whittier Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q1 2026, buying an estimated $109K and bringing the position to 1,821,978 shares worth $125M. The position accounts for 1.41% of the portfolio, ranked #13.
Whittier Trust first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $125M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Whittier Trust held 1,821,978 shares of iShares Core S&P Mid-Cap ETF worth $125M as of Q1 2026.
- Whittier Trust bought 1,568 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $109K.
- iShares Core S&P Mid-Cap ETF made up 1.41% of Whittier Trust's portfolio in Q1 2026, its #13 holding.
- Whittier Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's iShares Core S&P Mid-Cap ETF position peaked at $125M in Q4 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.