Action Point Financial Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Action Point Financial Planning’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	$6.69M	Buy	86,798 +73,965	+576%	+$5.43M	0.68%	39
2026 Q1	$867K	Buy	+12,833	New	+$890K	0.77%	27

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

Action Point Financial Planning's IJH Position: Q2 2026 in Review

Action Point Financial Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 576% in Q2 2026, buying an estimated $5.43M and bringing the position to 86,798 shares worth $6.69M. The position accounts for 0.68% of the portfolio, ranked #39.

Action Point Financial Planning first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 2,723 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Action Point Financial Planning held 86,798 shares of iShares Core S&P Mid-Cap ETF worth $6.69M as of Q2 2026.
Action Point Financial Planning bought 73,965 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.43M.
iShares Core S&P Mid-Cap ETF made up 0.68% of Action Point Financial Planning's portfolio in Q2 2026, its #39 holding.
Action Point Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
2,723 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.