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Watchman Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Watchman Group’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 		$2.04M Sell
30,200
-66,363
-69% -$4.6M 0.49% 46
2025
Q4 		$6.37M Sell
96,563
-19,437
-17% -$1.27M 1.52% 15
2025
Q3 		$7.57M Sell
116,000
-2,062
-2% -$133K 1.83% 11
2025
Q2 		$7.32M Buy
118,062
+3,686
+3% +$216K 1.91% 13
2025
Q1 		$6.67M Sell
114,376
-3,702
-3% -$230K 1.87% 13
2024
Q4 		$7.36M Sell
118,078
-1,374
-1% -$88.1K 1.93% 10
2024
Q3 		$7.44M Buy
119,452
+41,377
+53% +$2.5M 1.94% 12
2024
Q2 		$4.57M Sell
78,075
-789
-1% -$46.4K 1.46% 20
2024
Q1 		$4.79M Buy
78,864
+4,514
+6% +$256K 1.45% 18
2023
Q4 		$4.12M Sell
74,350
-3,225
-4% -$164K 1.36% 25
2023
Q3 		$3.87M Buy
77,575
+20
+0% +$1.05K 1.64% 18
2023
Q2 		$4.06M Sell
77,555
-13,040
-14% -$648K 2.01% 15
2023
Q1 		$4.53M Sell
90,595
-6,930
-7% -$353K 2.36% 8
2022
Q4 		$4.72M Buy
97,525
+65,010
+200% +$3.14M 2.61% 6
2022
Q3 		$1.43M Buy
+32,515
New +$1.57M 0.9% 40

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Watchman Group's IJH Position: Q1 2026 in Review

Watchman Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 69% in Q1 2026, selling an estimated $4.6M and leaving 30,200 shares worth $2.04M. The position accounts for 0.49% of the portfolio, ranked #46.

Watchman Group first reported a position in IJH in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.57M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Watchman Group held 30,200 shares of iShares Core S&P Mid-Cap ETF worth $2.04M as of Q1 2026.
  • Watchman Group sold 66,363 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.6M.
  • iShares Core S&P Mid-Cap ETF made up 0.49% of Watchman Group's portfolio in Q1 2026, its #46 holding.
  • Watchman Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Watchman Group's iShares Core S&P Mid-Cap ETF position peaked at $7.57M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.