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

BSW Wealth Partners’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 		$5.33M Sell
69,167
-1,567
-2% -$115K 0.59% 30
2026
Q1 		$4.78M Sell
70,734
-1,187
-2% -$82.3K 0.58% 32
2025
Q4 		$4.75M Sell
71,921
-3,753
-5% -$246K 0.57% 33
2025
Q3 		$4.94M Sell
75,674
-1,224
-2% -$78.7K 0.62% 29
2025
Q2 		$4.77M Sell
76,898
-2,969
-4% -$174K 0.65% 29
2025
Q1 		$4.66M Buy
79,867
+1,456
+2% +$90.4K 0.71% 29
2024
Q4 		$4.89M Sell
78,411
-6,241
-7% -$400K 0.72% 28
2024
Q3 		$5.28M Buy
84,652
+473
+0.6% +$28.5K 0.79% 26
2024
Q2 		$4.93M Sell
84,179
-86,407
-51% -$5.08M 0.81% 26
2024
Q1 		$10.4M Sell
170,586
-80,714
-32% -$4.57M 1.76% 12
2023
Q4 		$13.9M Buy
251,300
+940
+0.4% +$47.7K 2.76% 8
2023
Q3 		$12.5M Sell
250,360
-8,295
-3% -$435K 2.78% 8
2023
Q2 		$13.5M Buy
258,655
+9,945
+4% +$494K 2.82% 8
2023
Q1 		$12.4M Buy
248,710
+3,945
+2% +$201K 2.55% 8
2022
Q4 		$11.8M Sell
244,765
-9,090
-4% -$439K 2.54% 8
2022
Q3 		$11.1M Buy
253,855
+2,130
+0.8% +$103K 2.73% 8
2022
Q2 		$11.4M Buy
251,725
+1,655
+0.7% +$81.7K 2.73% 8
2022
Q1 		$13.4M Buy
250,070
+2,590
+1% +$138K 3.39% 5
2021
Q4 		$14M Sell
247,480
-3,610
-1% -$201K 3.52% 5
2021
Q3 		$13.2M Buy
251,090
+4,025
+2% +$217K 3.69% 4
2021
Q2 		$13.3M Sell
247,065
-27,625
-10% -$1.49M 3.65% 5
2021
Q1 		$14.3M Sell
274,690
-45,895
-14% -$2.29M 4.13% 5
2020
Q4 		$14.7M Sell
320,585
-950
-0.3% -$40K 4.53% 5
2020
Q3 		$11.9M Sell
321,535
-35,895
-10% -$1.34M 4.47% 4
2020
Q2 		$12.7M Buy
357,430
+7,360
+2% +$244K 4.26% 4
2020
Q1 		$10.1M Buy
350,070
+55,155
+19% +$2.05M 4.18% 4
2019
Q4 		$12.1M Sell
294,915
-40
-0% -$1.58K 4.14% 6
2019
Q3 		$11.4M Buy
294,955
+1,570
+0.5% +$60.3K 4.39% 6
2019
Q2 		$11.4M Buy
293,385
+2,960
+1% +$113K 4.31% 6
2019
Q1 		$11M Buy
290,425
+91,085
+46% +$3.36M 4.35% 6
2018
Q4 		$6.62M Sell
199,340
-20,275
-9% -$740K 2.5% 13
2018
Q3 		$8.84M Sell
219,615
-7,190
-3% -$289K 3.37% 7
2018
Q2 		$8.84M Buy
226,805
+5,700
+3% +$220K 3.82% 7
2018
Q1 		$8.29M Sell
221,105
-100,020
-31% -$3.83M 3.72% 7
2017
Q4 		$12.2M Buy
321,125
+3,710
+1% +$137K 5.07% 6
2017
Q3 		$11.4M Buy
317,415
+7,550
+2% +$263K 4.95% 6
2017
Q2 		$10.8M Buy
309,865
+11,545
+4% +$399K 4.91% 7
2017
Q1 		$10.2M Sell
298,320
-1,320
-0.4% -$44.9K 5.06% 6
2016
Q4 		$9.91M Buy
299,640
+253,285
+546% +$8.03M 5.17% 6
2016
Q3 		$59.9K Sell
46,355
-286,925
-86% -$8.87M 2.07% 13
2016
Q2 		$9.96M Sell
333,280
-1,290
-0.4% -$37.8K 5.48% 6
2016
Q1 		$9.65M Sell
334,570
-84,265
-20% -$2.25M 5.43% 5
2015
Q4 		$11.7M Buy
418,835
+37,610
+10% +$1.07M 5.83% 5
2015
Q3 		$10.4M Sell
381,225
-9,330
-2% -$271K 6.21% 5
2015
Q2 		$11.7M Sell
390,555
-2,435
-0.6% -$74.3K 7.44% 4
2015
Q1 		$11.9M Buy
392,990
+275,645
+235% +$8.15M 7.59% 4
2014
Q4 		$3.4M Buy
117,345
+1,015
+0.9% +$28.5K 2.74% 6
2014
Q3 		$3.18M Sell
116,330
-3,860
-3% -$109K 2.49% 7
2014
Q2 		$3.44M Sell
120,190
-1,900
-2% -$52.2K 2.71% 7
2014
Q1 		$3.36M Sell
122,090
-314,220
-72% -$8.45M 2.72% 7
2013
Q4 		$11.7M Sell
436,310
-4,435
-1% -$114K 9.33% 3
2013
Q3 		$10.9M Buy
+440,745
New +$10.8M 9.52% 3

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSW Wealth Partners's IJH Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, selling an estimated $115K and leaving 69,167 shares worth $5.33M. The position accounts for 0.59% of the portfolio, ranked #30.

BSW Wealth Partners first reported a position in IJH in Q3 2013 and has held it in 52 quarters since. The position peaked at $14.7M in Q4 2020. 716 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • BSW Wealth Partners held 69,167 shares of iShares Core S&P Mid-Cap ETF worth $5.33M as of Q2 2026.
  • BSW Wealth Partners sold 1,567 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $115K.
  • iShares Core S&P Mid-Cap ETF made up 0.59% of BSW Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • BSW Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • BSW Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $14.7M in Q4 2020.
  • 716 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.