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

Bosun 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 Q1	$338K	Hold	5,000	–	–	0.18%	55
2025 Q4	$330K	Hold	5,000	–	–	0.16%	57
2025 Q3	$326K	Hold	5,000	–	–	0.17%	51
2025 Q2	$310K	Hold	5,000	–	–	0.09%	168
2025 Q1	$292K	Hold	5,000	–	–	0.13%	163
2024 Q4	$312K	Hold	5,000	–	–	0.14%	160
2024 Q3	$312K	Hold	5,000	–	–	0.15%	146
2024 Q2	$293K	Hold	5,000	–	–	0.17%	118
2024 Q1	$304K	Hold	5,000	–	–	0.17%	146
2023 Q4	$277K	Hold	5,000	–	–	0.28%	67
2023 Q3	$249K	Hold	5,000	–	–	0.27%	74
2023 Q2	$261K	Hold	5,000	–	–	0.26%	73
2023 Q1	$250K	Hold	5,000	–	–	0.29%	63
2022 Q4	$242K	Hold	5,000	–	–	0.34%	55
2022 Q3	$219K	Hold	5,000	–	–	0.34%	54
2022 Q2	$226K	Hold	5,000	–	–	0.31%	57
2022 Q1	$268K	Hold	5,000	–	–	0.28%	53
2021 Q4	$283K	Buy	+5,000	New	+$278K	0.26%	46

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

Bosun Asset Management's IJH Position: Q1 2026 in Review

Bosun Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 5,000 shares worth $338K. The position accounts for 0.18% of the portfolio, ranked #55.

Bosun Asset Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bosun Asset Management held 5,000 shares of iShares Core S&P Mid-Cap ETF worth $338K as of Q1 2026.
Bosun Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.18% of Bosun Asset Management's portfolio in Q1 2026, its #55 holding.
Bosun Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bosun Asset Management's 13F filing for Q1 2026, filed 11 May 2026.