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John Boyer Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

John Boyer Inc’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 		$970K Sell
12,582
-736
-6% -$54K 0.84% 19
2026
Q1 		$899K Sell
13,318
-1,511
-10% -$105K 0.9% 18
2025
Q4 		$979K Sell
14,829
-76,460
-84% -$5.01M 1% 18
2025
Q3 		$5.96M Buy
+91,289
New +$5.87M 5.94% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John Boyer Inc's IJH Position: Q2 2026 in Review

John Boyer Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.5% in Q2 2026, selling an estimated $54K and leaving 12,582 shares worth $970K. The position accounts for 0.84% of the portfolio, ranked #19.

John Boyer Inc first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.96M in Q3 2025. 2,645 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • John Boyer Inc held 12,582 shares of iShares Core S&P Mid-Cap ETF worth $970K as of Q2 2026.
  • John Boyer Inc sold 736 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $54K.
  • iShares Core S&P Mid-Cap ETF made up 0.84% of John Boyer Inc's portfolio in Q2 2026, its #19 holding.
  • John Boyer Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • John Boyer Inc's iShares Core S&P Mid-Cap ETF position peaked at $5.96M in Q3 2025.
  • 2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.