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

BOS Asset 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	$535K	Buy	6,943 +4	+0.1%	+$293	0.12%	122
2026 Q1	$469K	Buy	6,939 +40	+0.6%	+$2.77K	0.12%	130
2025 Q4	$455K	Hold	6,899	–	–	0.12%	126
2025 Q3	$450K	Buy	6,899 +925	+15%	+$59.4K	0.13%	122
2025 Q2	$371K	Hold	5,974	–	–	0.12%	122
2025 Q1	$349K	Hold	5,974	–	–	0.12%	116
2024 Q4	$372K	Buy	5,974 +80	+1%	+$5.13K	0.13%	113
2024 Q3	$367K	Buy	5,894 +212	+4%	+$12.8K	0.14%	104
2024 Q2	$333K	Sell	5,682 -25	-0.4%	-$1.47K	0.15%	103
2024 Q1	$347K	Sell	5,707 -223	-4%	-$12.6K	0.18%	85
2023 Q4	$329K	Sell	5,930 -85	-1%	-$4.31K	0.23%	100
2023 Q3	$300K	Buy	6,015 +890	+17%	+$46.6K	0.22%	96
2023 Q2	$268K	Hold	5,125	–	–	0.21%	100
2023 Q1	$256K	Sell	5,125 -165	-3%	-$8.41K	0.21%	103
2022 Q4	$256K	Buy	+5,290	New	+$256K	0.23%	101

Other funds holding IJH

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 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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

BOS Asset Management's IJH Position: Q2 2026 in Review

BOS Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q2 2026, buying an estimated $293 and bringing the position to 6,943 shares worth $535K. The position accounts for 0.12% of the portfolio, ranked #122.

BOS Asset Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BOS Asset Management held 6,943 shares of iShares Core S&P Mid-Cap ETF worth $535K as of Q2 2026.
BOS Asset Management bought 4 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $293.
iShares Core S&P Mid-Cap ETF made up 0.12% of BOS Asset Management's portfolio in Q2 2026, its #122 holding.
BOS Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.