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

Boston Research & 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 Q1	$3.41M	Sell	50,493 -1,823	-3%	-$126K	0.81%	55
2025 Q4	$3.45M	Buy	52,316 +1,289	+3%	+$84.4K	0.8%	53
2025 Q3	$3.33M	Buy	51,027 +792	+2%	+$50.9K	0.73%	55
2025 Q2	$3.12M	Buy	50,235 +1,436	+3%	+$84.3K	0.74%	55
2025 Q1	$2.85M	Sell	48,799 -441	-0.9%	-$27.4K	0.71%	56
2024 Q4	$3.07M	Sell	49,240 -554	-1%	-$35.5K	0.75%	54
2024 Q3	$3.1M	Buy	49,794 +213	+0.4%	+$12.8K	0.73%	56
2024 Q2	$2.9M	Buy	49,581 +80	+0.2%	+$4.7K	0.73%	56
2024 Q1	$3.01M	Sell	49,501 -959	-2%	-$54.3K	0.74%	57
2023 Q4	$2.8M	Buy	50,460 +255	+0.5%	+$12.9K	0.74%	56
2023 Q3	$2.5M	Buy	50,205 +335	+0.7%	+$17.6K	0.74%	56
2023 Q2	$2.61M	Buy	49,870 +350	+0.7%	+$17.4K	0.74%	55
2023 Q1	$2.48M	Sell	49,520 -2,285	-4%	-$116K	0.74%	54
2022 Q4	$2.51M	Buy	51,805 +4,005	+8%	+$193K	0.78%	51
2022 Q3	$2.1M	Sell	47,800 -1,295	-3%	-$62.6K	0.71%	55
2022 Q2	$2.22M	Buy	49,095 +1,120	+2%	+$55.3K	0.72%	53
2022 Q1	$2.57M	Buy	47,975 +800	+2%	+$42.6K	0.75%	52
2021 Q4	$2.67M	Buy	47,175 +1,190	+3%	+$66.2K	0.73%	51
2021 Q3	$2.42M	Sell	45,985 -245	-0.5%	-$13.2K	0.72%	55
2021 Q2	$2.48M	Buy	46,230 +550	+1%	+$29.7K	0.75%	54
2021 Q1	$2.38M	Buy	45,680 +1,455	+3%	+$72.7K	0.77%	51
2020 Q4	$2.03M	Buy	44,225 +1,460	+3%	+$61.5K	0.71%	52
2020 Q3	$1.58M	Sell	42,765 -455	-1%	-$17K	0.62%	54
2020 Q2	$1.54M	Buy	43,220 +20,400	+89%	+$677K	0.64%	52
2020 Q1	$656K	Sell	22,820 -14,260	-38%	-$530K	0.33%	62
2019 Q4	$1.53M	Buy	37,080 +7,850	+27%	+$311K	0.57%	53
2019 Q3	$1.13M	Buy	29,230 +430	+1%	+$16.5K	0.45%	57
2019 Q2	$1.12M	Buy	28,800 +1,170	+4%	+$44.8K	0.45%	58
2019 Q1	$1.05M	Buy	27,630 +2,265	+9%	+$83.6K	0.44%	58
2018 Q4	$842K	Buy	25,365 +18,875	+291%	+$689K	0.4%	61
2018 Q3	$261K	Buy	6,490 +755	+13%	+$30.3K	0.12%	90
2018 Q2	$223K	Buy	+5,735	New	+$222K	0.11%	93

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

Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Research & Management's IJH Position: Q1 2026 in Review

Boston Research & Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, selling an estimated $126K and leaving 50,493 shares worth $3.41M. The position accounts for 0.81% of the portfolio, ranked #55.

Boston Research & Management first reported a position in IJH in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.45M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Boston Research & Management held 50,493 shares of iShares Core S&P Mid-Cap ETF worth $3.41M as of Q1 2026.
Boston Research & Management sold 1,823 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $126K.
iShares Core S&P Mid-Cap ETF made up 0.81% of Boston Research & Management's portfolio in Q1 2026, its #55 holding.
Boston Research & Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 32 quarters since.
Boston Research & Management's iShares Core S&P Mid-Cap ETF position peaked at $3.45M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.