FineMark National Bank & Trust IJH — ISHARES TR S&P MIDCAP COM

Ownership history in FineMark National Bank & Trust  ·  54 quarters on record

AI Ownership Summary

FineMark National Bank & Trust reported ISHARES TR S&P MIDCAP COM (IJH) in 54 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.36% in 2024 Q1. The latest visible filing shows IJH at 1.10% 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 FineMark National Bank & Trust's position in ISHARES TR S&P MIDCAP COM, 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 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

IJH stock page FineMark National Bank & Trust fund profile FineMark National Bank & Trust full holdings
How FineMark National Bank & Trust held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 534,122 +40,463 +8.2% 1.10% $35.3M 2026-02-14 (Est.) $70.90
2025 Q3 REDUCED — — — 493,659 -5,860 -1.2% 1.05% $32.2M 2025-11-12 $64.92
2025 Q2 REDUCED 13.0% +5.5% ❌ 499,519 -74,366 -13.0% 1.05% $31.0M 2025-08-11 $61.49
2025 Q1 REDUCED 6.4% +6.6% ❌ 573,885 -38,981 -6.4% 1.22% $33.5M 2025-05-13 $60.23
2024 Q4 ADDED — — — 612,866 +5,589 +0.9% 1.33% $38.2M 2025-02-11 $62.63
2024 Q3 ADDED — — — 607,277 +8,007 +1.3% 1.32% $37.8M 2024-11-13 $63.95
2024 Q2 REDUCED — — — 599,270 -3,928 -0.7% 1.29% $35.1M 2024-08-02 $57.36
2024 Q1 ADDED — — — 603,198 +481,686 +396.4% 1.36% $36.6M 2024-05-14 $58.55
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJH

As of 2026 Q2 — sorted by position size

Charter Capital Management, LLC\DE 31.29% Holland Advisory Services, Inc. 3Y 22.39% New England Professional Planning Group Inc. 3Y 7Y 19.26% LTG Capital LLC 3Y 18.31% Wilshire Advisors LLC 3Y 7Y 17.06% MKD WEALTH COACHES, LLC 3Y 7Y 16.85% TRUEFG, LLC 3Y 15.2% Platt Investment Counsel, LLC 3Y 14.78% Altus Wealth Management, LLC 3Y 13.77% INSTRUMENTAL WEALTH, LLC 3Y 13.64%

FAQ About FineMark National 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 FineMark National Bank & Trust reported owning IJH?

FineMark National Bank & Trust reported IJH across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for IJH was 1.36% in 2024 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when FineMark National Bank & Trust reported 534,122 shares, equal to 1.10% of portfolio, with an estimated market value of $35.3M.

What does the chart on this IJH ownership page compare?

The chart compares FineMark National 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.

How well did FineMark National Bank & Trust time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, FineMark National Bank & Trust correctly timed 27 out of 52 reported position changes (52%). The annualised alpha on IJH relative to SPY over the holding period was -3.0%.

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