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 Q2	$1.13M	Sell	14,664 -15,536	-51%	-$1.14M	0.25%	48
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Watchman Group's IJH Position: Q2 2026 in Review

Watchman Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 51% in Q2 2026, selling an estimated $1.14M and leaving 14,664 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #48.

Watchman Group first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.57M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Watchman Group held 14,664 shares of iShares Core S&P Mid-Cap ETF worth $1.13M as of Q2 2026.
Watchman Group sold 15,536 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.14M.
iShares Core S&P Mid-Cap ETF made up 0.25% of Watchman Group's portfolio in Q2 2026, its #48 holding.
Watchman Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Watchman Group's iShares Core S&P Mid-Cap ETF position peaked at $7.57M in Q3 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.