Abacus Planning Group
IJH icon

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

Abacus Planning 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 		$410K Hold
5,700
– – 0.05% 167
2026
Q2 		$440K Buy
5,700
+485
+9% +$35.6K 0.05% 157
2026
Q1 		$352K Buy
+5,215
New +$362K 0.05% 178

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Abacus Planning Group's IJH Position: Q3 2026 in Review

Abacus Planning Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 5,700 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #167.

Abacus Planning Group first reported a position in IJH in Q1 2026 and has held it in 3 quarters since. The position peaked at $440K in Q2 2026. 1,888 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Abacus Planning Group held 5,700 shares of iShares Core S&P Mid-Cap ETF worth $410K as of Q3 2026.
  • Abacus Planning Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Abacus Planning Group's portfolio in Q3 2026, its #167 holding.
  • Abacus Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Abacus Planning Group's iShares Core S&P Mid-Cap ETF position peaked at $440K in Q2 2026.
  • 1,888 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Abacus Planning Group's 13F filing for Q3 2026, filed 2 Nov 2026.