Avantax Planning Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
15,341
-2,586
| -14% | -$179K | 0.03% | 188 |
|
|
2025
Q4 | $1.18M | Sell |
17,927
-3,911
| -18% | -$256K | 0.03% | 176 |
|
|
2025
Q3 | $1.43M | Buy |
21,838
+1,837
| +9% | +$118K | 0.04% | 163 |
|
|
2025
Q2 | $1.24M | Sell |
20,001
-292
| -1% | -$17.1K | 0.04% | 175 |
|
|
2025
Q1 | $1.18M | Sell |
20,293
-332
| -2% | -$20.6K | 0.04% | 172 |
|
|
2024
Q4 | $1.29M | Buy |
20,625
+817
| +4% | +$52.4K | 0.05% | 159 |
|
|
2024
Q3 | $1.23M | Sell |
19,808
-2,912
| -13% | -$176K | 0.04% | 164 |
|
|
2024
Q2 | $1.33M | Sell |
22,720
-766
| -3% | -$45K | 0.04% | 180 |
|
|
2024
Q1 | $1.43M | Sell |
23,486
-5,959
| -20% | -$337K | 0.05% | 179 |
|
|
2023
Q4 | $1.63M | Sell |
29,445
-785
| -3% | -$39.8K | 0.06% | 129 |
|
|
2023
Q3 | $1.51M | Buy |
30,230
+975
| +3% | +$51.1K | 0.06% | 124 |
|
|
2023
Q2 | $1.53M | Sell |
29,255
-270
| -0.9% | -$13.4K | 0.06% | 129 |
|
|
2023
Q1 | $1.48M | Hold |
29,525
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $1.43M | Sell |
29,525
-25
| -0.1% | -$1.21K | 0.06% | 131 |
|
|
2022
Q3 | $1.3M | Buy |
29,550
+815
| +3% | +$39.4K | 0.06% | 124 |
|
|
2022
Q2 | $1.3M | Sell |
28,735
-1,280
| -4% | -$63.2K | 0.06% | 129 |
|
|
2022
Q1 | $1.61M | Sell |
30,015
-345
| -1% | -$18.4K | 0.06% | 118 |
|
|
2021
Q4 | $1.72M | Buy |
30,360
+15,455
| +104% | +$860K | 0.07% | 115 |
|
|
2021
Q3 | $784K | Sell |
14,905
-270
| -2% | -$14.5K | 0.04% | 161 |
|
|
2021
Q2 | $816K | Sell |
15,175
-345
| -2% | -$18.6K | 0.04% | 152 |
|
|
2021
Q1 | $808K | Hold |
15,520
| – | – | 0.04% | 148 |
|
|
2020
Q4 | $713K | Sell |
15,520
-230
| -1% | -$9.69K | 0.04% | 149 |
|
|
2020
Q3 | $584K | Sell |
15,750
-665
| -4% | -$24.9K | 0.03% | 170 |
|
|
2020
Q2 | $584K | Buy |
16,415
+735
| +5% | +$24.4K | 0.03% | 162 |
|
|
2020
Q1 | $451K | Sell |
15,680
-530
| -3% | -$19.7K | 0.03% | 162 |
|
|
2019
Q4 | $667K | Sell |
16,210
-165
| -1% | -$6.54K | 0.04% | 142 |
|
|
2019
Q3 | $633K | Buy |
16,375
+1,475
| +10% | +$56.7K | 0.04% | 144 |
|
|
2019
Q2 | $579K | Sell |
14,900
-445
| -3% | -$17.1K | 0.04% | 153 |
|
|
2019
Q1 | $581K | Sell |
15,345
-1,440
| -9% | -$53.2K | 0.04% | 150 |
|
|
2018
Q4 | $557K | Buy |
16,785
+1,210
| +8% | +$44.1K | 0.04% | 138 |
|
|
2018
Q3 | $627K | Buy |
15,575
+985
| +7% | +$39.6K | 0.05% | 125 |
|
|
2018
Q2 | $568K | Buy |
14,590
+1,090
| +8% | +$42.1K | 0.05% | 125 |
|
|
2018
Q1 | $506K | Buy |
13,500
+710
| +6% | +$27.2K | 0.04% | 176 |
|
|
2017
Q4 | $485K | Sell |
12,790
-1,500
| -10% | -$55.5K | 0.04% | 174 |
|
|
2017
Q3 | $511K | Sell |
14,290
-570
| -4% | -$19.9K | 0.04% | 206 |
|
|
2017
Q2 | $517K | Buy |
14,860
+500
| +3% | +$17.3K | 0.04% | 186 |
|
|
2017
Q1 | $492K | Buy |
14,360
+25
| +0.2% | +$851 | 0.04% | 181 |
|
|
2016
Q4 | $474K | Buy |
+14,335
| New | +$455K | 0.05% | 168 |
|
Other funds holding IJH
Avantax Planning Partners's IJH Position: Q1 2026 in Review
Avantax Planning Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q1 2026, selling an estimated $179K and leaving 15,341 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #188.
Avantax Planning Partners first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.72M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Avantax Planning Partners held 15,341 shares of iShares Core S&P Mid-Cap ETF worth $1.04M as of Q1 2026.
- Avantax Planning Partners sold 2,586 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $179K.
- iShares Core S&P Mid-Cap ETF made up 0.03% of Avantax Planning Partners's portfolio in Q1 2026, its #188 holding.
- Avantax Planning Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- Avantax Planning Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.72M in Q4 2021.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.