Beaton Management Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beaton Management Company’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 Q1	$306K	Hold	4,530	–	–	0.14%	118
2025 Q4	$299K	Hold	4,530	–	–	0.13%	120
2025 Q3	$296K	Hold	4,530	–	–	0.13%	116
2025 Q2	$281K	Hold	4,530	–	–	0.14%	113
2025 Q1	$264K	Hold	4,530	–	–	0.14%	114
2024 Q4	$282K	Hold	4,530	–	–	0.14%	111
2024 Q3	$282K	Hold	4,530	–	–	0.14%	114
2024 Q2	$265K	Hold	4,530	–	–	0.14%	116
2024 Q1	$275K	Hold	4,530	–	–	0.15%	115
2023 Q4	$251K	Sell	4,530 -250	-5%	-$12.7K	0.15%	117
2023 Q3	$238K	Buy	4,780 +30	+0.6%	+$1.57K	0.15%	115
2023 Q2	$248K	Hold	4,750	–	–	0.16%	120
2023 Q1	$238K	Hold	4,750	–	–	0.16%	117
2022 Q4	$230K	Hold	4,750	–	–	0.15%	120
2022 Q3	$208K	Hold	4,750	–	–	0.16%	120
2022 Q2	$215K	Hold	4,750	–	–	0.15%	121
2022 Q1	$255K	Buy	+4,750	New	+$253K	0.16%	122

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beaton Management Company's IJH Position: Q1 2026 in Review

Beaton Management Company held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,530 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #118.

Beaton Management Company first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Beaton Management Company held 4,530 shares of iShares Core S&P Mid-Cap ETF worth $306K as of Q1 2026.
Beaton Management Company left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.14% of Beaton Management Company's portfolio in Q1 2026, its #118 holding.
Beaton Management Company first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.