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

Axim Planning & Wealth’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	$478K	Buy	7,075 +2,220	+46%	+$154K	0.58%	31
2025 Q4	$320K	Buy	4,855 +139	+3%	+$9.11K	0.34%	47
2025 Q3	$308K	Sell	4,716 -152	-3%	-$9.77K	0.24%	48
2025 Q2	$302K	Buy	4,868 +580	+14%	+$34K	0.28%	29
2025 Q1	$250K	Buy	+4,288	New	+$266K	0.22%	27
2022 Q4	–	Sell	-1,555	Closed	-$68K	–	98
2022 Q3	$68K	Hold	1,555	–	–	0.07%	38
2022 Q2	$70K	Buy	+1,555	New	+$76.8K	0.05%	33

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Axim Planning & Wealth's IJH Position: Q1 2026 in Review

Axim Planning & Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 46% in Q1 2026, buying an estimated $154K and bringing the position to 7,075 shares worth $478K. The position accounts for 0.58% of the portfolio, ranked #31.

Axim Planning & Wealth first reported a position in IJH in Q2 2022 and has held it in 7 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Axim Planning & Wealth held 7,075 shares of iShares Core S&P Mid-Cap ETF worth $478K as of Q1 2026.
Axim Planning & Wealth bought 2,220 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $154K.
iShares Core S&P Mid-Cap ETF made up 0.58% of Axim Planning & Wealth's portfolio in Q1 2026, its #31 holding.
Axim Planning & Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 7 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.