Boston Family Office’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 | $3.77M | Buy |
55,834
+1,018
| +2% | +$70.6K | 0.25% | 86 |
|
|
2025
Q4 | $3.62M | Buy |
54,816
+856
| +2% | +$56.1K | 0.23% | 87 |
|
|
2025
Q3 | $3.52M | Buy |
53,960
+286
| +0.5% | +$18.4K | 0.22% | 89 |
|
|
2025
Q2 | $3.33M | Sell |
53,674
-910
| -2% | -$53.4K | 0.22% | 90 |
|
|
2025
Q1 | $3.19M | Buy |
54,584
+378
| +0.7% | +$23.5K | 0.23% | 89 |
|
|
2024
Q4 | $3.38M | Buy |
54,206
+160
| +0.3% | +$10.3K | 0.23% | 88 |
|
|
2024
Q3 | $3.37M | Buy |
54,046
+304
| +0.6% | +$18.3K | 0.23% | 87 |
|
|
2024
Q2 | $3.15M | Sell |
53,742
-4,172
| -7% | -$245K | 0.23% | 90 |
|
|
2024
Q1 | $3.52M | Buy |
57,914
+1,149
| +2% | +$65.1K | 0.25% | 82 |
|
|
2023
Q4 | $3.15M | Buy |
56,765
+1,340
| +2% | +$68K | 0.24% | 82 |
|
|
2023
Q3 | $2.76M | Buy |
55,425
+5,090
| +10% | +$267K | 0.23% | 85 |
|
|
2023
Q2 | $2.63M | Buy |
50,335
+1,250
| +3% | +$62.1K | 0.2% | 92 |
|
|
2023
Q1 | $2.46M | Sell |
49,085
-310
| -0.6% | -$15.8K | 0.2% | 97 |
|
|
2022
Q4 | $2.39M | Buy |
49,395
+1,615
| +3% | +$78K | 0.2% | 94 |
|
|
2022
Q3 | $2.1M | Sell |
47,780
-7,420
| -13% | -$359K | 0.19% | 99 |
|
|
2022
Q2 | $2.5M | Sell |
55,200
-8,565
| -13% | -$423K | 0.21% | 95 |
|
|
2022
Q1 | $3.42M | Sell |
63,765
-5,645
| -8% | -$301K | 0.24% | 82 |
|
|
2021
Q4 | $3.93M | Buy |
69,410
+1,110
| +2% | +$61.8K | 0.26% | 82 |
|
|
2021
Q3 | $3.59M | Buy |
68,300
+7,710
| +13% | +$415K | 0.26% | 84 |
|
|
2021
Q2 | $3.26M | Buy |
60,590
+2,500
| +4% | +$135K | 0.23% | 92 |
|
|
2021
Q1 | $3.02M | Buy |
58,090
+1,875
| +3% | +$93.6K | 0.23% | 93 |
|
|
2020
Q4 | $2.58M | Sell |
56,215
-195
| -0.3% | -$8.22K | 0.2% | 101 |
|
|
2020
Q3 | $2.09M | Buy |
56,410
+650
| +1% | +$24.3K | 0.19% | 101 |
|
|
2020
Q2 | $1.98M | Buy |
55,760
+85
| +0.2% | +$2.82K | 0.19% | 99 |
|
|
2020
Q1 | $1.6M | Sell |
55,675
-5,420
| -9% | -$202K | 0.19% | 103 |
|
|
2019
Q4 | $2.52M | Buy |
61,095
+305
| +0.5% | +$12.1K | 0.24% | 97 |
|
|
2019
Q3 | $2.35M | Buy |
60,790
+500
| +0.8% | +$19.2K | 0.24% | 98 |
|
|
2019
Q2 | $2.34M | Buy |
60,290
+270
| +0.4% | +$10.3K | 0.24% | 96 |
|
|
2019
Q1 | $2.27M | Buy |
60,020
+8,895
| +17% | +$328K | 0.25% | 97 |
|
|
2018
Q4 | $1.7M | Buy |
51,125
+2,740
| +6% | +$100K | 0.21% | 112 |
|
|
2018
Q3 | $1.95M | Buy |
48,385
+12,830
| +36% | +$516K | 0.21% | 114 |
|
|
2018
Q2 | $1.39M | Buy |
35,555
+460
| +1% | +$17.8K | 0.16% | 130 |
|
|
2018
Q1 | $1.32M | Buy |
35,095
+775
| +2% | +$29.6K | 0.15% | 133 |
|
|
2017
Q4 | $1.3M | Sell |
34,320
-8,990
| -21% | -$332K | 0.14% | 132 |
|
|
2017
Q3 | $1.55M | Buy |
43,310
+2,685
| +7% | +$93.5K | 0.18% | 124 |
|
|
2017
Q2 | $1.41M | Buy |
40,625
+20,250
| +99% | +$699K | 0.17% | 131 |
|
|
2017
Q1 | $698K | Sell |
20,375
-1,365
| -6% | -$46.5K | 0.09% | 165 |
|
|
2016
Q4 | $719K | Hold |
21,740
| – | – | 0.09% | 166 |
|
|
2016
Q3 | $673K | Hold |
21,740
| – | – | 0.09% | 167 |
|
|
2016
Q2 | $650K | Hold |
21,740
| – | – | 0.08% | 169 |
|
|
2016
Q1 | $627K | Hold |
21,740
| – | – | 0.08% | 170 |
|
|
2015
Q4 | $606K | Hold |
21,740
| – | – | 0.08% | 163 |
|
|
2015
Q3 | $594K | Hold |
21,740
| – | – | 0.08% | 169 |
|
|
2015
Q2 | $652K | Hold |
21,740
| – | – | 0.08% | 175 |
|
|
2015
Q1 | $661K | Buy |
21,740
+410
| +2% | +$12.1K | 0.08% | 178 |
|
|
2014
Q4 | $618K | Buy |
21,330
+10,000
| +88% | +$281K | 0.08% | 182 |
|
|
2014
Q3 | $310K | Hold |
11,330
| – | – | 0.04% | 226 |
|
|
2014
Q2 | $324K | Hold |
11,330
| – | – | 0.04% | 224 |
|
|
2014
Q1 | $312K | Buy |
11,330
+910
| +9% | +$24.5K | 0.04% | 226 |
|
|
2013
Q4 | $279K | Sell |
10,420
-9,500
| -48% | -$245K | 0.04% | 227 |
|
|
2013
Q3 | $495K | Hold |
19,920
| – | – | 0.07% | 189 |
|
|
2013
Q2 | $460K | Buy |
+19,920
| New | +$462K | 0.07% | 186 |
|
Other funds holding IJH
Boston Family Office's IJH Position: Q1 2026 in Review
Boston Family Office increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, buying an estimated $70.6K and bringing the position to 55,834 shares worth $3.77M. The position accounts for 0.25% of the portfolio, ranked #86.
Boston Family Office first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.93M in Q4 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Boston Family Office held 55,834 shares of iShares Core S&P Mid-Cap ETF worth $3.77M as of Q1 2026.
- Boston Family Office bought 1,018 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $70.6K.
- iShares Core S&P Mid-Cap ETF made up 0.25% of Boston Family Office's portfolio in Q1 2026, its #86 holding.
- Boston Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Boston Family Office's iShares Core S&P Mid-Cap ETF position peaked at $3.93M in Q4 2021.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.