IJH ISHARES TR CORE S&P MCP ETF

Ownership history in First Bank & Trust  ·  18 quarters on record

AI Ownership Summary

First Bank & Trust reported ISHARES TR CORE S&P MCP ETF (IJH) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.44% in 2025 Q2. The latest visible filing shows IJH at 2.29% 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 First Bank & Trust's position in ISHARES TR CORE S&P MCP ETF, 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
2026 Q1

IJH was reported at 2.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2025 Q2

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 2026 Q1

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 First 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 210,554 +11,396 +5.7% 2.29% $14.2M 2026-04-10 $70.45
2025 Q4 REDUCED 199,158 -65 -0.0% 2.14% $13.1M 2026-01-12 $69.06
2025 Q3 REDUCED 199,223 -21,309 -9.7% 2.19% $13.0M 2025-10-10 $62.79
2025 Q2 ADDED 220,532 +11,836 +5.7% 2.44% $13.7M 2025-07-09 $62.99
2025 Q1 ADDED 208,696 +24,504 +13.3% 2.36% $12.2M 2025-04-28 $56.03
2024 Q4 ADDED 184,192 +1,200 +0.7% 2.20% $11.5M 2025-02-03 $62.87
2024 Q3 ADDED 182,992 +800 +0.4% 2.16% $11.4M 2024-10-24 $61.19
2024 Q2 ADDED 182,192 +9,072 +5.2% 2.17% $10.7M 2024-07-09 $56.34
2024 Q1 ADDED 173,120 +139,592 +416.3% 2.17% $10.5M 2024-04-17 $55.00
2023 Q4 REDUCED 33,528 -2,993 -8.2% 2.24% $9.3M 2024-01-12 $52.82
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First 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 First Bank & Trust reported owning IJH?

First Bank & Trust reported IJH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IJH was 2.44% in 2025 Q2.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 210,554 shares, equal to 2.29% of portfolio, with an estimated market value of $14.2M.

What does the chart on this IJH ownership page compare?

The chart compares First 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.

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