IJH β€” iShares S&P MidCap 400

Ownership history in CoreFirst Bank & Trust  Β·  17 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported iShares S&P MidCap 400 (IJH) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.72% in 2025 Q3. The latest visible filing shows IJH at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in iShares S&P MidCap 400, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJH was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreFirst Bank & Trust held IJH β€” position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39,777 -8,963 -18.4% 1.42% $2.6M 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 48,740 +1,295 +2.7% 1.72% $3.2M 2025-11-13 $63.87
2025 Q2 ADDED 47,445 +5,385 +12.8% 1.66% $2.9M 2025-08-14 $63.20
2025 Q1 ADDED 42,060 +3,465 +9.0% 1.58% $2.5M 2025-04-29 $56.31
2024 Q4 ADDED 38,595 +6,270 +19.4% 1.43% $2.4M 2025-02-11 $62.78
2024 Q2 ADDED 32,325 +5,465 +20.3% 1.27% $1.9M 2024-08-14 $57.62
2024 Q1 ADDED 26,860 +23,215 +636.9% 1.02% $1.6M 2024-05-15 $59.17
2023 Q4 ADDED 3,645 +1,017 +38.7% 0.67% $1.0M 2024-03-18 $56.63
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreFirst Bank & Trust reported owning IJH?

CoreFirst Bank & Trust reported IJH across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for IJH was 1.72% in 2025 Q3.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 39,777 shares, equal to 1.42% of portfolio, with an estimated market value of $2.6M.

What does the chart on this IJH ownership page compare?

The chart compares CoreFirst Bank & Trust's quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CoreFirst Bank & Trust Holdings