BostonPremier Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BostonPremier Wealth’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 Q3	$21.1M	Buy	293,759 +11,195	+4%	+$845K	8.62%	3
2026 Q2	$21.8M	Buy	282,564 +8,769	+3%	+$643K	9.25%	3
2026 Q1	$18.5M	Buy	273,795 +2,946	+1%	+$204K	9.55%	3
2025 Q4	$17.9M	Buy	270,849 +15,270	+6%	+$1M	9.16%	3
2025 Q3	$16.7M	Buy	255,579 +6,764	+3%	+$435K	8.28%	3
2025 Q2	$15.4M	Buy	248,815 +6,674	+3%	+$392K	8.56%	4
2025 Q1	$14.1M	Buy	242,141 +4,162	+2%	+$258K	8.77%	4
2024 Q4	$14.8M	Buy	+237,979	New	+$15.3M	8.99%	3

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

BostonPremier Wealth's IJH Position: Q3 2026 in Review

BostonPremier Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q3 2026, buying an estimated $845K and bringing the position to 293,759 shares worth $21.1M. The position accounts for 8.62% of the portfolio, ranked #3.

BostonPremier Wealth first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.8M in Q2 2026. 2,001 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

BostonPremier Wealth held 293,759 shares of iShares Core S&P Mid-Cap ETF worth $21.1M as of Q3 2026.
BostonPremier Wealth bought 11,195 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $845K.
iShares Core S&P Mid-Cap ETF made up 8.62% of BostonPremier Wealth's portfolio in Q3 2026, its #3 holding.
BostonPremier Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's iShares Core S&P Mid-Cap ETF position peaked at $21.8M in Q2 2026.
2,001 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.