CPL
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Capital & Planning LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capital & Planning LLC’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 		$49K Buy
+725
New +$50.3K 0.03% 56
2025
Q1 		– Sell
-725
Closed -$45.2K – 99
2024
Q4 		$45.2K Buy
+725
New +$46.5K 0.03% 54

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital & Planning LLC's IJH Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 725 shares worth $49K. The stake represents 0.03% of the portfolio and ranks #56 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in IJH as recently as Q4 2024.

Capital & Planning LLC first reported a position in IJH in Q4 2024 and has held it in 2 quarters since. 2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Capital & Planning LLC held 725 shares of iShares Core S&P Mid-Cap ETF worth $49K as of Q1 2026.
  • iShares Core S&P Mid-Cap ETF was a new Capital & Planning LLC position in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Capital & Planning LLC's portfolio in Q1 2026, its #56 holding.
  • Capital & Planning LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.