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

Beacon 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	$17M	Sell	220,317 -3,911	-2%	-$287K	5.77%	5
2026 Q1	$15.1M	Buy	224,228 +24,755	+12%	+$1.72M	5.86%	5
2025 Q4	$13.2M	Buy	199,473 +868	+0.4%	+$56.9K	6.35%	5
2025 Q3	$13M	Sell	198,605 -5,239	-3%	-$337K	6.71%	5
2025 Q2	$12.6M	Sell	203,844 -11,606	-5%	-$681K	7.06%	4
2025 Q1	$12.6M	Sell	215,450 -3,588	-2%	-$223K	7.23%	4
2024 Q4	$13.6M	Sell	219,038 -117	-0.1%	-$7.5K	7.94%	4
2024 Q3	$13.7M	Sell	219,155 -7,840	-3%	-$473K	8.43%	4
2024 Q2	$13.3M	Sell	226,995 -5,657	-2%	-$332K	9.02%	4
2024 Q1	$14.1M	Sell	232,652 -3,398	-1%	-$192K	9.87%	4
2023 Q4	$13.1M	Sell	236,050 -2,420	-1%	-$123K	10.24%	4
2023 Q3	$11.9M	Sell	238,470 -3,025	-1%	-$159K	10.28%	5
2023 Q2	$12.6M	Buy	241,495 +1,110	+0.5%	+$55.2K	10.72%	4
2023 Q1	$12M	Buy	240,385 +6,435	+3%	+$328K	11.26%	5
2022 Q4	$11.3M	Buy	+233,950	New	+$11.3M	11.73%	3

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

Beacon Financial Planning's IJH Position: Q2 2026 in Review

Beacon Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, selling an estimated $287K and leaving 220,317 shares worth $17M. The position accounts for 5.77% of the portfolio, ranked #5.

Beacon Financial Planning first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Beacon Financial Planning held 220,317 shares of iShares Core S&P Mid-Cap ETF worth $17M as of Q2 2026.
Beacon Financial Planning sold 3,911 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $287K.
iShares Core S&P Mid-Cap ETF made up 5.77% of Beacon Financial Planning's portfolio in Q2 2026, its #5 holding.
Beacon Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.