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

Boltwood Capital Management’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
Q2 		$9.09M Buy
117,935
+115
+0.1% +$8.44K 2.08% 11
2026
Q1 		$7.96M Buy
117,820
+835
+0.7% +$57.9K 2.03% 10
2025
Q4 		$7.72M Buy
116,985
+1,465
+1% +$96K 2.01% 13
2025
Q3 		$7.54M Sell
115,520
-420
-0.4% -$27K 2.01% 12
2025
Q2 		$7.19M Buy
115,940
+1,865
+2% +$109K 2.04% 12
2025
Q1 		$6.66M Buy
114,075
+730
+0.6% +$45.3K 2.02% 9
2024
Q4 		$7.06M Sell
113,345
-815
-0.7% -$52.3K 2.15% 9
2024
Q3 		$7.11M Sell
114,160
-97
-0.1% -$5.85K 2.11% 10
2024
Q2 		$6.69M Sell
114,257
-3,648
-3% -$214K 2.09% 10
2024
Q1 		$7.16M Sell
117,905
-570
-0.5% -$32.3K 2.22% 8
2023
Q4 		$6.57M Buy
118,475
+430
+0.4% +$21.8K 2.18% 9
2023
Q3 		$5.89M Buy
118,045
+1,080
+0.9% +$56.6K 2.18% 8
2023
Q2 		$6.12M Buy
116,965
+485
+0.4% +$24.1K 2.21% 8
2023
Q1 		$5.83M Buy
116,480
+1,315
+1% +$67K 2.18% 8
2022
Q4 		$5.57M Buy
115,165
+1,195
+1% +$57.7K 2.26% 8
2022
Q3 		$5M Buy
113,970
+3,200
+3% +$155K 2.29% 9
2022
Q2 		$5.01M Buy
110,770
+5,635
+5% +$278K 2.17% 8
2022
Q1 		$5.64M Buy
105,135
+1,200
+1% +$63.9K 2.18% 8
2021
Q4 		$5.88M Sell
103,935
-75
-0.1% -$4.17K 2.17% 9
2021
Q3 		$5.47M Sell
104,010
-2,300
-2% -$124K 2.21% 6
2021
Q2 		$5.71M Sell
106,310
-425
-0.4% -$22.9K 2.37% 6
2021
Q1 		$5.56M Sell
106,735
-2,125
-2% -$106K 2.47% 6
2020
Q4 		$5M Sell
108,860
-1,400
-1% -$59K 2.43% 5
2020
Q3 		$4.09M Sell
110,260
-750
-0.7% -$28K 2.28% 5
2020
Q2 		$3.95M Buy
111,010
+1,980
+2% +$65.8K 2.38% 5
2020
Q1 		$3.14M Buy
109,030
+5,720
+6% +$213K 2.22% 6
2019
Q4 		$4.25M Buy
103,310
+3,100
+3% +$123K 2.39% 5
2019
Q3 		$3.87M Sell
100,210
-1,225
-1% -$47.1K 2.44% 5
2019
Q2 		$3.94M Sell
101,435
-1,130
-1% -$43.3K 2.51% 5
2019
Q1 		$3.88M Sell
102,565
-5,255
-5% -$194K 2.53% 5
2018
Q4 		$3.58M Buy
107,820
+1,770
+2% +$64.6K 2.45% 6
2018
Q3 		$4.27M Hold
106,050
– – 2.54% 6
2018
Q2 		$4.13M Sell
106,050
-500
-0.5% -$19.3K 2.69% 5
2018
Q1 		$4M Sell
106,550
-1,295
-1% -$49.5K 2.74% 5
2017
Q4 		$4.09M Hold
107,845
– – 2.5% 7
2017
Q3 		$3.86M Sell
107,845
-500
-0.5% -$17.4K 2.51% 6
2017
Q2 		$3.77M Hold
108,345
– – 2.55% 6
2017
Q1 		$3.71M Sell
108,345
-750
-0.7% -$25.5K 2.6% 7
2016
Q4 		$3.61M Sell
109,095
-5,000
-4% -$159K 2.76% 7
2016
Q3 		$3.53M Buy
114,095
+5,000
+5% +$155K 2.83% 6
2016
Q2 		$3.26M Buy
109,095
+1,500
+1% +$44K 2.71% 6
2016
Q1 		$3.1M Hold
107,595
– – 2.73% 6
2015
Q4 		$3M Buy
107,595
+3,250
+3% +$92.9K 2.75% 6
2015
Q3 		$2.85M Sell
104,345
-1,350
-1% -$39.3K 3.04% 5
2015
Q2 		$3.17M Sell
105,695
-1,500
-1% -$45.7K 3.12% 6
2015
Q1 		$3.26M Sell
107,195
-2,000
-2% -$59.2K 0.95% 29
2014
Q4 		$3.16M Buy
109,195
+600
+0.6% +$16.9K 0.9% 30
2014
Q3 		$2.97M Buy
108,595
+11,290
+12% +$318K 0.88% 30
2014
Q2 		$2.78M Buy
97,305
+2,200
+2% +$60.4K 0.82% 30
2014
Q1 		$2.62M Sell
95,105
-500
-0.5% -$13.5K 0.82% 31
2013
Q4 		$2.56M Buy
95,605
+2,500
+3% +$64.5K 0.84% 33
2013
Q3 		$2.31M Buy
93,105
+1,225
+1% +$29.9K 0.84% 30
2013
Q2 		$2.12M Buy
+91,880
New +$2.13M 0.87% 30

Other funds holding IJH

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Boltwood Capital Management's IJH Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.1% in Q2 2026, buying an estimated $8.44K and bringing the position to 117,935 shares worth $9.09M. The position accounts for 2.08% of the portfolio, ranked #11.

Boltwood Capital Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 974 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Boltwood Capital Management held 117,935 shares of iShares Core S&P Mid-Cap ETF worth $9.09M as of Q2 2026.
  • Boltwood Capital Management bought 115 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.44K.
  • iShares Core S&P Mid-Cap ETF made up 2.08% of Boltwood Capital Management's portfolio in Q2 2026, its #11 holding.
  • Boltwood Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 974 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.