B.O.S.S. Retirement Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

B.O.S.S. Retirement Advisors’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
2025 Q2	–	Sell	-5,240	Closed	-$306K	–	199
2025 Q1	$306K	Buy	5,240 +1,058	+25%	+$65.7K	0.09%	133
2024 Q4	$261K	Buy	+4,182	New	+$268K	0.07%	151
2024 Q1	–	Sell	-10,670	Closed	-$591K	–	178
2023 Q4	$591K	Sell	10,670 -715	-6%	-$36.3K	0.11%	179
2023 Q3	$568K	Buy	11,385 +720	+7%	+$37.7K	0.12%	183
2023 Q2	$558K	Sell	10,665 -165	-2%	-$8.2K	0.12%	180
2023 Q1	$542K	Buy	10,830 +1,670	+18%	+$85.1K	0.13%	172
2022 Q4	$443K	Buy	+9,160	New	+$443K	0.11%	170

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IJH Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 5,240 shares — an estimated $306K sold.

B.O.S.S. Retirement Advisors first reported a position in IJH in Q4 2022 and held it in 7 quarters. The position peaked at $591K in Q4 2023. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

B.O.S.S. Retirement Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 5,240 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $306K.
B.O.S.S. Retirement Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
B.O.S.S. Retirement Advisors's iShares Core S&P Mid-Cap ETF position peaked at $591K in Q4 2023.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.