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 Q3	$878K	Sell	12,207 -2,457	-17%	-$185K	0.2%	51
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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Watchman Group's IJH Position: Q3 2026 in Review

Watchman Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q3 2026, selling an estimated $185K and leaving 12,207 shares worth $878K. The position accounts for 0.2% of the portfolio, ranked #51.

Watchman Group first reported a position in IJH in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.57M in Q3 2025. 878 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Watchman Group held 12,207 shares of iShares Core S&P Mid-Cap ETF worth $878K as of Q3 2026.
Watchman Group sold 2,457 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $185K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Watchman Group's portfolio in Q3 2026, its #51 holding.
Watchman Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 17 quarters since.
Watchman Group's iShares Core S&P Mid-Cap ETF position peaked at $7.57M in Q3 2025.
878 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.