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

Boyd Wealth 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 Q3	$8.85M	Buy	123,041 +6,926	+6%	+$523K	3.1%	11
2026 Q2	$8.95M	Buy	116,115 +3,415	+3%	+$251K	3.39%	11
2026 Q1	$7.61M	Buy	112,700 +4,105	+4%	+$285K	3.22%	11
2025 Q4	$7.17M	Buy	108,595 +5,044	+5%	+$330K	3.04%	12
2025 Q3	$6.76M	Sell	103,551 -119,279	-54%	-$7.67M	2.91%	10
2025 Q2	$13.8M	Buy	222,830 +114,002	+105%	+$6.69M	5.98%	5
2025 Q1	$6.35M	Buy	108,828 +449	+0.4%	+$27.9K	3.16%	8
2024 Q4	$6.75M	Sell	108,379 -68,290	-39%	-$4.38M	3.33%	10
2024 Q3	$11M	Buy	176,669 +73,450	+71%	+$4.43M	5.58%	6
2024 Q2	$6.04M	Sell	103,219 -22,840	-18%	-$1.34M	3.33%	10
2024 Q1	$7.66M	Sell	126,059 -55,326	-31%	-$3.13M	4.37%	7
2023 Q4	$10.1M	Sell	181,385 -101,575	-36%	-$5.15M	6.25%	6
2023 Q3	$14.1M	Buy	282,960 +169,080	+148%	+$8.86M	9.48%	3
2023 Q2	$5.96M	Sell	113,880 -42,060	-27%	-$2.09M	3.62%	10
2023 Q1	$7.8M	Sell	155,940 -21,760	-12%	-$1.11M	5.42%	8
2022 Q4	$8.6M	Buy	177,700 +2,475	+1%	+$120K	6.31%	7
2022 Q3	$7.68M	Buy	175,225 +17,405	+11%	+$841K	6.15%	6
2022 Q2	$7.14M	Buy	157,820 +33,750	+27%	+$1.67M	5.83%	7
2022 Q1	$6.66M	Sell	124,070 -57,705	-32%	-$3.07M	4.98%	9
2021 Q4	$10.3M	Buy	+181,775	New	+$10.1M	7.47%	5

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Boyd Wealth Management's IJH Position: Q3 2026 in Review

Boyd Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6% in Q3 2026, buying an estimated $523K and bringing the position to 123,041 shares worth $8.85M. The position accounts for 3.1% of the portfolio, ranked #11.

Boyd Wealth Management first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $14.1M in Q3 2023. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Boyd Wealth Management held 123,041 shares of iShares Core S&P Mid-Cap ETF worth $8.85M as of Q3 2026.
Boyd Wealth Management bought 6,926 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $523K.
iShares Core S&P Mid-Cap ETF made up 3.1% of Boyd Wealth Management's portfolio in Q3 2026, its #11 holding.
Boyd Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Boyd Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $14.1M in Q3 2023.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.