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BOLTON SECURITIES CORPORATION’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.06M Buy
+15,736
New +$1.09M 0.05% 358
2025
Q3 		$867K Buy
+13,292
New +$854K 0.04% 390
2025
Q1 		$733K Buy
+12,569
New +$781K 0.04% 398

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IJH Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 15,736 shares worth $1.06M. The stake represents 0.05% of the portfolio and ranks #358 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IJH as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IJH in Q1 2025 and has held it in 3 quarters since. 2,674 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 15,736 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q1 2026.
  • iShares Core S&P Mid-Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #358 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,674 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.