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Bowman & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bowman & Company’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
2025
Q4 		$3.55M Buy
53,768
+337
+0.6% +$22.1K 1.49% 15
2025
Q3 		$3.49M Buy
53,431
+258
+0.5% +$16.6K 1.47% 16
2025
Q2 		$3.3M Buy
53,173
+2,658
+5% +$156K 1.47% 16
2025
Q1 		$2.95M Sell
50,515
-1,022
-2% -$63.5K 1.45% 16
2024
Q4 		$3.21M Buy
51,537
+2,610
+5% +$167K 1.66% 14
2024
Q3 		$3.05M Sell
48,927
-95
-0.2% -$5.73K 1.6% 16
2024
Q2 		$2.87M Buy
49,022
+59
+0.1% +$3.47K 1.66% 13
2024
Q1 		$2.98M Buy
48,963
+34,038
+228% +$1.93M 1.8% 12
2023
Q4 		$827K Hold
14,925
– – 0.58% 54
2023
Q3 		$744K Sell
14,925
-1,835
-11% -$96.2K 0.59% 48
2023
Q2 		$877K Sell
16,760
-1,250
-7% -$62.1K 0.66% 38
2023
Q1 		$901K Sell
18,010
-8,280
-31% -$422K 0.66% 34
2022
Q4 		$1.27M Buy
26,290
+14,040
+115% +$678K 0.99% 24
2022
Q3 		$537K Sell
12,250
-1,450
-11% -$70.1K 0.49% 41
2022
Q2 		$620K Sell
13,700
-3,325
-20% -$164K 0.54% 39
2022
Q1 		$914K Buy
17,025
+495
+3% +$26.4K 0.7% 25
2021
Q4 		$934K Buy
+16,530
New +$920K 0.72% 18

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bowman & Company's IJH Position: Q4 2025 in Review

Bowman & Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.63% in Q4 2025, buying an estimated $22.1K and bringing the position to 53,768 shares worth $3.55M. The position accounts for 1.49% of the portfolio, ranked #15.

Bowman & Company first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. 2,636 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Bowman & Company held 53,768 shares of iShares Core S&P Mid-Cap ETF worth $3.55M as of Q4 2025.
  • Bowman & Company bought 337 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $22.1K.
  • iShares Core S&P Mid-Cap ETF made up 1.49% of Bowman & Company's portfolio in Q4 2025, its #15 holding.
  • Bowman & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.