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Wilkins Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wilkins Investment Counsel’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 		$237K Hold
3,075
– – 0.03% 116
2026
Q1 		$208K Hold
3,075
– – 0.03% 118
2025
Q4 		$203K Hold
3,075
– – 0.03% 120
2025
Q3 		$201K Buy
+3,075
New +$198K 0.03% 122
2025
Q1 		– Sell
-3,350
Closed -$209K – 129
2024
Q4 		$209K Buy
+3,350
New +$215K 0.03% 127

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wilkins Investment Counsel's IJH Position: Q2 2026 in Review

Wilkins Investment Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,075 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #116.

Wilkins Investment Counsel first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. 1,810 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Wilkins Investment Counsel held 3,075 shares of iShares Core S&P Mid-Cap ETF worth $237K as of Q2 2026.
  • Wilkins Investment Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Wilkins Investment Counsel's portfolio in Q2 2026, its #116 holding.
  • Wilkins Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,810 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wilkins Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.