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

Boyd Watterson 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	$662K	Sell	9,797 -900	-8%	-$62.4K	0.2%	85
2025 Q4	$706K	Sell	10,697 -2,165	-17%	-$142K	0.2%	81
2025 Q3	$839K	Hold	12,862	–	–	0.25%	74
2025 Q2	$798K	Sell	12,862 -310	-2%	-$18.2K	0.25%	73
2025 Q1	$769K	Hold	13,172	–	–	0.25%	73
2024 Q4	$821K	Hold	13,172	–	–	0.23%	72
2024 Q3	$821K	Sell	13,172 -163	-1%	-$9.83K	0.22%	67
2024 Q2	$780K	Hold	13,335	–	–	0.22%	68
2024 Q1	$810K	Hold	13,335	–	–	0.29%	64
2023 Q4	$739K	Hold	13,335	–	–	0.29%	65
2023 Q3	$665K	Hold	13,335	–	–	0.29%	67
2023 Q2	$697K	Hold	13,335	–	–	0.28%	73
2023 Q1	$667K	Hold	13,335	–	–	0.27%	82
2022 Q4	$645K	Sell	13,335 -1,480	-10%	-$71.5K	0.27%	88
2022 Q3	$650K	Hold	14,815	–	–	0.3%	80
2022 Q2	$670K	Sell	14,815 -6,925	-32%	-$342K	0.29%	79
2022 Q1	$1.17M	Hold	21,740	–	–	0.43%	62
2021 Q4	$1.23M	Hold	21,740	–	–	0.41%	66
2021 Q3	$1.14M	Hold	21,740	–	–	0.42%	69
2021 Q2	$1.17M	Hold	21,740	–	–	0.47%	63
2021 Q1	$1.13M	Hold	21,740	–	–	0.49%	63
2020 Q4	$999K	Buy	21,740 +740	+4%	+$31.2K	0.47%	60
2020 Q3	$778K	Buy	21,000 +255	+1%	+$9.53K	0.43%	69
2020 Q2	$738K	Buy	20,745 +4,915	+31%	+$163K	0.5%	61
2020 Q1	$455K	Sell	15,830 -625	-4%	-$23.2K	0.37%	75
2019 Q4	$677K	Buy	16,455 +115	+0.7%	+$4.56K	0.45%	70
2019 Q3	$631K	Hold	16,340	–	–	0.44%	68
2019 Q2	$635K	Buy	16,340 +45	+0.3%	+$1.73K	0.43%	71
2019 Q1	$617K	Sell	16,295 -20	-0.1%	-$739	0.39%	75
2018 Q4	$542K	Sell	16,315 -5,275	-24%	-$192K	0.4%	74
2018 Q3	$869K	Sell	21,590 -1,495	-6%	-$60.1K	0.5%	62
2018 Q2	$899K	Hold	23,085	–	–	0.52%	51
2018 Q1	$866K	Buy	23,085 +225	+1%	+$8.61K	0.43%	64
2017 Q4	$868K	Sell	22,860 -475	-2%	-$17.6K	0.42%	68
2017 Q3	$835K	Hold	23,335	–	–	0.41%	67
2017 Q2	$812K	Buy	23,335 +7,725	+49%	+$267K	0.42%	70
2017 Q1	$535K	Hold	15,610	–	–	0.27%	95
2016 Q4	$516K	Sell	15,610 -3,460	-18%	-$110K	0.27%	98
2016 Q3	$590K	Hold	19,070	–	–	0.29%	96
2016 Q2	$570K	Sell	19,070 -990	-5%	-$29K	0.27%	94
2016 Q1	$578K	Hold	20,060	–	–	0.28%	94
2015 Q4	$559K	Buy	20,060 +500	+3%	+$14.3K	0.27%	95
2015 Q3	$534K	Buy	19,560 +250	+1%	+$7.27K	0.23%	99
2015 Q2	$579K	Hold	19,310	–	–	0.23%	98
2015 Q1	$587K	Buy	19,310 +400	+2%	+$11.8K	0.24%	97
2014 Q4	$548K	Hold	18,910	–	–	0.23%	98
2014 Q3	$517K	Hold	18,910	–	–	0.23%	116
2014 Q2	$541K	Hold	18,910	–	–	0.23%	113
2014 Q1	$520K	Hold	18,910	–	–	0.24%	113
2013 Q4	$506K	Sell	18,910 -2,050	-10%	-$52.9K	0.24%	116
2013 Q3	$520K	Hold	20,960	–	–	0.25%	94
2013 Q2	$484K	Buy	+20,960	New	+$486K	0.25%	95

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

Boyd Watterson Asset Management's IJH Position: Q1 2026 in Review

Boyd Watterson Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q1 2026, selling an estimated $62.4K and leaving 9,797 shares worth $662K. The position accounts for 0.2% of the portfolio, ranked #85.

Boyd Watterson Asset Management first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.23M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Boyd Watterson Asset Management held 9,797 shares of iShares Core S&P Mid-Cap ETF worth $662K as of Q1 2026.
Boyd Watterson Asset Management sold 900 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $62.4K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #85 holding.
Boyd Watterson Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Boyd Watterson Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.23M in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.