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

Boston Financial 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
2024 Q4	$34.1M	Sell	547,686 -4,176	-0.8%	-$268K	1.03%	26
2024 Q3	$34.4M	Buy	551,862 +9,790	+2%	+$590K	1.03%	30
2024 Q2	$31.7M	Sell	542,072 -2,820	-0.5%	-$166K	1.01%	31
2024 Q1	$33.1M	Buy	544,892 +14,767	+3%	+$836K	1.05%	32
2023 Q4	$29.4M	Sell	530,125 -6,685	-1%	-$339K	0.99%	32
2023 Q3	$26.8M	Buy	536,810 +8,845	+2%	+$464K	1%	31
2023 Q2	$27.6M	Sell	527,965 -3,675	-0.7%	-$183K	1%	31
2023 Q1	$26.6M	Buy	531,640 +4,045	+0.8%	+$206K	1.04%	32
2022 Q4	$25.5M	Buy	527,595 +23,275	+5%	+$1.12M	1.03%	31
2022 Q3	$22.1M	Buy	504,320 +71,845	+17%	+$3.47M	0.96%	36
2022 Q2	$19.6M	Buy	432,475 +74,845	+21%	+$3.69M	0.84%	37
2022 Q1	$19.2M	Buy	357,630 +71,130	+25%	+$3.79M	0.73%	41
2021 Q4	$16.2M	Buy	286,500 +39,265	+16%	+$2.19M	0.59%	50
2021 Q3	$13M	Sell	247,235 -3,575	-1%	-$192K	0.53%	54
2021 Q2	$13.5M	Buy	250,810 +600	+0.2%	+$32.4K	0.54%	52
2021 Q1	$13M	Sell	250,210 -5,865	-2%	-$293K	0.57%	51
2020 Q4	$11.8M	Sell	256,075 -13,870	-5%	-$584K	0.53%	52
2020 Q3	$10M	Sell	269,945 -26,015	-9%	-$973K	0.49%	54
2020 Q2	$10.5M	Sell	295,960 -5,615	-2%	-$186K	0.57%	51
2020 Q1	$8.68M	Sell	301,575 -26,320	-8%	-$979K	0.56%	53
2019 Q4	$13.5M	Buy	327,895 +2,065	+0.6%	+$81.8K	0.74%	43
2019 Q3	$12.6M	Sell	325,830 -830	-0.3%	-$31.9K	0.72%	46
2019 Q2	$12.7M	Sell	326,660 -25,490	-7%	-$977K	0.73%	46
2019 Q1	$13.3M	Sell	352,150 -100,160	-22%	-$3.7M	0.81%	43
2018 Q4	$15M	Buy	452,310 +55,870	+14%	+$2.04M	1.04%	33
2018 Q3	$16M	Buy	396,440 +89,020	+29%	+$3.58M	0.94%	36
2018 Q2	$12M	Buy	307,420 +2,920	+1%	+$113K	0.81%	45
2018 Q1	$11.4M	Buy	304,500 +19,395	+7%	+$742K	0.78%	46
2017 Q4	$10.8M	Sell	285,105 -5,240	-2%	-$194K	0.72%	51
2017 Q3	$10.4M	Buy	290,345 +1,595	+0.6%	+$55.6K	0.74%	48
2017 Q2	$10M	Buy	288,750 +13,900	+5%	+$480K	0.72%	51
2017 Q1	$9.41M	Buy	274,850 +28,710	+12%	+$977K	0.7%	49
2016 Q4	$8.14M	Buy	246,140 +1,300	+0.5%	+$41.2K	0.64%	54
2016 Q3	$7.58M	Sell	244,840 -8,740	-3%	-$270K	0.62%	55
2016 Q2	$7.58M	Buy	253,580 +5,875	+2%	+$172K	0.62%	55
2016 Q1	$7.14M	Sell	247,705 -24,615	-9%	-$658K	1.07%	27
2015 Q4	$7.59M	Buy	272,320 +1,000	+0.4%	+$28.6K	1.09%	24
2015 Q3	$7.41M	Buy	271,320 +16,160	+6%	+$470K	1.05%	25
2015 Q2	$7.65M	Buy	255,160 +8,275	+3%	+$252K	0.98%	30
2015 Q1	$7.5M	Buy	246,885 +24,500	+11%	+$725K	0.94%	32
2014 Q4	$6.44M	Buy	222,385 +38,285	+21%	+$1.08M	0.81%	41
2014 Q3	$5.04M	Buy	184,100 +3,825	+2%	+$108K	0.66%	50
2014 Q2	$5.16M	Sell	180,275 -88,955	-33%	-$2.44M	0.68%	49
2014 Q1	$7.4M	Buy	269,230 +2,325	+0.9%	+$62.6K	0.99%	26
2013 Q4	$7.14M	Sell	266,905 -14,890	-5%	-$384K	0.98%	30
2013 Q3	$7M	Buy	281,795 +18,705	+7%	+$457K	1.05%	24
2013 Q2	$6.08M	Buy	+263,090	New	+$6.11M	0.94%	27

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Boston Financial Management's IJH Position: Q4 2024 in Review

Boston Financial Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.76% in Q4 2024, selling an estimated $268K and leaving 547,686 shares worth $34.1M. The position accounts for 1.03% of the portfolio, ranked #26.

Boston Financial Management first reported a position in IJH in Q2 2013 and has held it in 47 quarters since. The position peaked at $34.4M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Boston Financial Management held 547,686 shares of iShares Core S&P Mid-Cap ETF worth $34.1M as of Q4 2024.
Boston Financial Management sold 4,176 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $268K.
iShares Core S&P Mid-Cap ETF made up 1.03% of Boston Financial Management's portfolio in Q4 2024, its #26 holding.
Boston Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $34.4M in Q3 2024.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.