Beaumont Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.2M | Buy |
565,412
+4,223
| +0.8% | +$293K | 2.62% | 6 |
|
|
2025
Q4 | $37M | Sell |
561,189
-4,212
| -0.7% | -$276K | 2.44% | 9 |
|
|
2025
Q3 | $36.9M | Sell |
565,401
-7,205
| -1% | -$463K | 2.47% | 9 |
|
|
2025
Q2 | $35.5M | Sell |
572,606
-8,613
| -1% | -$506K | 2.57% | 9 |
|
|
2025
Q1 | $33.9M | Buy |
581,219
+5,416
| +0.9% | +$336K | 2.66% | 6 |
|
|
2024
Q4 | $35.9M | Buy |
575,803
+38,085
| +7% | +$2.44M | 2.69% | 7 |
|
|
2024
Q3 | $33.5M | Sell |
537,718
-11,812
| -2% | -$712K | 2.62% | 6 |
|
|
2024
Q2 | $32.2M | Sell |
549,530
-5,083
| -0.9% | -$299K | 2.57% | 7 |
|
|
2024
Q1 | $33.7M | Buy |
554,613
+7,713
| +1% | +$437K | 2.78% | 6 |
|
|
2023
Q4 | $30.3M | Sell |
546,900
-7,830
| -1% | -$397K | 2.76% | 6 |
|
|
2023
Q3 | $27.7M | Sell |
554,730
-1,250
| -0.2% | -$65.5K | 2.76% | 7 |
|
|
2023
Q2 | $29.1M | Buy |
555,980
+4,400
| +0.8% | +$219K | 2.69% | 6 |
|
|
2023
Q1 | $27.6M | Sell |
551,580
-18,065
| -3% | -$920K | 2.79% | 7 |
|
|
2022
Q4 | $27.6M | Sell |
569,645
-7,905
| -1% | -$382K | 2.77% | 5 |
|
|
2022
Q3 | $25.3M | Buy |
577,550
+3,315
| +0.6% | +$160K | 2.43% | 8 |
|
|
2022
Q2 | $26M | Sell |
574,235
-2,450
| -0.4% | -$121K | 2.33% | 7 |
|
|
2022
Q1 | $30.9M | Sell |
576,685
-12,640
| -2% | -$673K | 2.35% | 6 |
|
|
2021
Q4 | $33.4M | Sell |
589,325
-13,895
| -2% | -$773K | 2.42% | 7 |
|
|
2021
Q3 | $31.7M | Sell |
603,220
-10,615
| -2% | -$571K | 2.45% | 7 |
|
|
2021
Q2 | $33M | Sell |
613,835
-1,740
| -0.3% | -$93.9K | 2.52% | 6 |
|
|
2021
Q1 | $32M | Buy |
615,575
+1,120
| +0.2% | +$55.9K | 2.71% | 5 |
|
|
2020
Q4 | $28.2M | Sell |
614,455
-67,840
| -10% | -$2.86M | 2.51% | 7 |
|
|
2020
Q3 | $25.3M | Buy |
682,295
+11,870
| +2% | +$444K | 2.41% | 7 |
|
|
2020
Q2 | $23.8M | Sell |
670,425
-58,965
| -8% | -$1.96M | 2.49% | 6 |
|
|
2020
Q1 | $21M | Sell |
729,390
-127,315
| -15% | -$4.73M | 2.65% | 9 |
|
|
2019
Q4 | $35.3M | Buy |
856,705
+13,660
| +2% | +$541K | 3.47% | 1 |
|
|
2019
Q3 | $32.6M | Buy |
843,045
+16,325
| +2% | +$627K | 3.25% | 1 |
|
|
2019
Q2 | $32.1M | Buy |
826,720
+1,865
| +0.2% | +$71.5K | 3.32% | 2 |
|
|
2019
Q1 | $31.2M | Buy |
824,855
+19,070
| +2% | +$704K | 3.35% | 2 |
|
|
2018
Q4 | $26.8M | Sell |
805,785
-57,400
| -7% | -$2.09M | 4.37% | 3 |
|
|
2018
Q3 | $34.8M | Buy |
863,185
+14,810
| +2% | +$595K | 3.46% | 2 |
|
|
2018
Q2 | $33M | Buy |
848,375
+10,545
| +1% | +$407K | 3.5% | 8 |
|
|
2018
Q1 | $31.4M | Buy |
837,830
+38,045
| +5% | +$1.46M | 3.51% | 7 |
|
|
2017
Q4 | $30.4M | Buy |
799,785
+15,530
| +2% | +$574K | 3.56% | 2 |
|
|
2017
Q3 | $28.1M | Buy |
784,255
+11,660
| +2% | +$406K | 3.5% | 2 |
|
|
2017
Q2 | $26.9M | Buy |
772,595
+7,740
| +1% | +$267K | 3.49% | 2 |
|
|
2017
Q1 | $26.2M | Buy |
764,855
+25,240
| +3% | +$859K | 3.58% | 2 |
|
|
2016
Q4 | $24.5M | Buy |
739,615
+21,505
| +3% | +$682K | 3.7% | 2 |
|
|
2016
Q3 | $22.2M | Buy |
718,110
+119,475
| +20% | +$3.69M | 3.51% | 2 |
|
|
2016
Q2 | $17.9M | Buy |
598,635
+53,620
| +10% | +$1.57M | 2.94% | 4 |
|
|
2016
Q1 | $16.6M | Sell |
545,015
-21,950
| -4% | -$586K | 2.69% | 9 |
|
|
2015
Q4 | $15.8M | Buy |
566,965
+5,735
| +1% | +$164K | 2.61% | 8 |
|
|
2015
Q3 | $16.8M | Hold |
561,230
| – | – | 2.44% | 3 |
|
|
2015
Q2 | $16.8M | Sell |
561,230
-6,985
| -1% | -$213K | 2.44% | 3 |
|
|
2015
Q1 | $17.3M | Buy |
568,215
+885
| +0.2% | +$26.2K | 0.6% | 42 |
|
|
2014
Q4 | $16.4M | Sell |
567,330
-1,305
| -0.2% | -$36.7K | 0.79% | 43 |
|
|
2014
Q3 | $15.6M | Sell |
568,635
-28,830
| -5% | -$812K | 1.02% | 40 |
|
|
2014
Q2 | $17.1M | Sell |
597,465
-34,405
| -5% | -$945K | 1.21% | 34 |
|
|
2014
Q1 | $17.4M | Sell |
631,870
-48,055
| -7% | -$1.29M | 1.43% | 28 |
|
|
2013
Q4 | $18.2M | Sell |
679,925
-6,240
| -0.9% | -$161K | 1.5% | 24 |
|
|
2013
Q3 | $17M | Buy |
686,165
+77,875
| +13% | +$1.9M | 1.51% | 21 |
|
|
2013
Q2 | $14.1M | Buy |
+608,290
| New | +$14.1M | 1.3% | 27 |
|
Other funds holding IJH
Beaumont Financial Advisors's IJH Position: Q1 2026 in Review
Beaumont Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.75% in Q1 2026, buying an estimated $293K and bringing the position to 565,412 shares worth $38.2M. The position accounts for 2.62% of the portfolio, ranked #6.
Beaumont Financial Advisors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Beaumont Financial Advisors held 565,412 shares of iShares Core S&P Mid-Cap ETF worth $38.2M as of Q1 2026.
- Beaumont Financial Advisors bought 4,223 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $293K.
- iShares Core S&P Mid-Cap ETF made up 2.62% of Beaumont Financial Advisors's portfolio in Q1 2026, its #6 holding.
- Beaumont Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.