BWM
IJH icon

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
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Boyd Wealth Management's IJH Position: Q2 2026 in Review

Boyd Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, buying an estimated $251K and bringing the position to 116,115 shares worth $8.95M. The position accounts for 3.39% of the portfolio, ranked #11.

Boyd Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.1M in Q3 2023. 563 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Boyd Wealth Management held 116,115 shares of iShares Core S&P Mid-Cap ETF worth $8.95M as of Q2 2026.
  • Boyd Wealth Management bought 3,415 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $251K.
  • iShares Core S&P Mid-Cap ETF made up 3.39% of Boyd Wealth Management's portfolio in Q2 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 19 quarters since.
  • Boyd Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $14.1M in Q3 2023.
  • 563 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.