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 Q2	$559K	Buy	7,247 +172	+2%	+$12.6K	0.78%	29
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 $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

Axim Planning & Wealth's IJH Position: Q2 2026 in Review

Axim Planning & Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, buying an estimated $12.6K and bringing the position to 7,247 shares worth $559K. The position accounts for 0.78% of the portfolio, ranked #29.

Axim Planning & Wealth first reported a position in IJH in Q2 2022 and has held it in 8 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Axim Planning & Wealth held 7,247 shares of iShares Core S&P Mid-Cap ETF worth $559K as of Q2 2026.
Axim Planning & Wealth bought 172 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.6K.
iShares Core S&P Mid-Cap ETF made up 0.78% of Axim Planning & Wealth's portfolio in Q2 2026, its #29 holding.
Axim Planning & Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 8 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.