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

Capasso Planning Partners’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 		$809K Sell
11,980
-26
-0.2% -$1.8K 0.44% 31
2025
Q4 		$792K Sell
12,006
-1,934
-14% -$127K 0.43% 31
2025
Q3 		$910K Sell
13,940
-4,009
-22% -$258K 0.56% 25
2025
Q2 		$1.11M Sell
17,949
-5,376
-23% -$316K 0.63% 27
2025
Q1 		$1.36M Sell
23,325
-593
-2% -$36.8K 0.57% 34
2024
Q4 		$1.49M Sell
23,918
-17,035
-42% -$1.09M 0.6% 35
2024
Q3 		$2.55M Buy
40,953
+2,538
+7% +$153K 0.75% 26
2024
Q2 		$2.25M Buy
38,415
+6,541
+21% +$384K 0.73% 33
2024
Q1 		$1.94M Buy
31,874
+1,949
+7% +$110K 0.8% 25
2023
Q4 		$1.66M Sell
29,925
-2,025
-6% -$103K 0.77% 28
2023
Q3 		$1.59M Buy
31,950
+35
+0.1% +$1.83K 0.85% 26
2023
Q2 		$1.67M Sell
31,915
-1,380
-4% -$68.6K 0.9% 25
2023
Q1 		$1.67M Buy
33,295
+3,605
+12% +$184K 0.98% 24
2022
Q4 		$1.44M Buy
29,690
+1,125
+4% +$54.4K 0.92% 27
2022
Q3 		$1.25M Sell
28,565
-1,825
-6% -$88.2K 0.87% 29
2022
Q2 		$1.38M Buy
30,390
+3,380
+13% +$167K 0.98% 25
2022
Q1 		$1.45M Sell
27,010
-610
-2% -$32.5K 1.02% 24
2021
Q4 		$1.56M Buy
+27,620
New +$1.54M 1.14% 22

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capasso Planning Partners's IJH Position: Q1 2026 in Review

Capasso Planning Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.22% in Q1 2026, selling an estimated $1.8K and leaving 11,980 shares worth $809K. The position accounts for 0.44% of the portfolio, ranked #31.

Capasso Planning Partners first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q3 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Capasso Planning Partners held 11,980 shares of iShares Core S&P Mid-Cap ETF worth $809K as of Q1 2026.
  • Capasso Planning Partners sold 26 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.44% of Capasso Planning Partners's portfolio in Q1 2026, its #31 holding.
  • Capasso Planning Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.55M in Q3 2024.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.