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 Q2	$926K	Buy	12,005 +25	+0.2%	+$1.83K	0.46%	32
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 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

Capasso Planning Partners's IJH Position: Q2 2026 in Review

Capasso Planning Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.21% in Q2 2026, buying an estimated $1.83K and bringing the position to 12,005 shares worth $926K. The position accounts for 0.46% of the portfolio, ranked #32.

Capasso Planning Partners first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q3 2024. 2,742 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Capasso Planning Partners held 12,005 shares of iShares Core S&P Mid-Cap ETF worth $926K as of Q2 2026.
Capasso Planning Partners bought 25 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.83K.
iShares Core S&P Mid-Cap ETF made up 0.46% of Capasso Planning Partners's portfolio in Q2 2026, its #32 holding.
Capasso Planning Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Capasso Planning Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.55M in Q3 2024.
2,742 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.