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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
15,447
+813
+6% +$59.7K 0.96% 26
2026
Q1
$988K Sell
14,634
-4,242
-22% -$294K 0.98% 25
2025
Q4
$1.25M Buy
+18,876
New +$1.24M 1.26% 22

Other funds holding IJH

Box Hill Private Wealth's IJH Position: Q2 2026 in Review

Box Hill Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.6% in Q2 2026, buying an estimated $59.7K and bringing the position to 15,447 shares worth $1.19M. The position accounts for 0.96% of the portfolio, ranked #26.

Box Hill Private Wealth first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Box Hill Private Wealth held 15,447 shares of iShares Core S&P Mid-Cap ETF worth $1.19M as of Q2 2026.
  • Box Hill Private Wealth bought 813 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $59.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.96% of Box Hill Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Box Hill Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Box Hill Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.25M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.