Superior Planning, LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Superior Planning, LLC’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	$32K	Buy	+445	New	+$33.6K	0.01%	518

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Superior Planning, LLC's IJH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 445 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings.

2,216 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Superior Planning, LLC held 445 shares of iShares Core S&P Mid-Cap ETF worth $32K as of Q3 2026.
iShares Core S&P Mid-Cap ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #518 holding.
2,216 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.