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

Capital 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 Q3	$508K	Hold	7,067	–	–	0.14%	57
2026 Q2	$545K	Hold	7,067	–	–	0.16%	53
2026 Q1	$477K	Hold	7,067	–	–	0.16%	53
2025 Q4	$473K	Hold	7,067	–	–	0.13%	58
2025 Q3	$461K	Hold	7,067	–	–	0.13%	54
2025 Q2	$438K	Hold	7,067	–	–	0.14%	50
2025 Q1	$412K	Hold	7,067	–	–	0.12%	68
2024 Q4	$440K	Sell	7,067 -73	-1%	-$4.68K	0.12%	67
2024 Q3	$445K	Hold	7,140	–	–	0.12%	62
2024 Q2	$418K	Hold	7,140	–	–	0.13%	61
2024 Q1	$434K	Sell	7,140 -1,030	-13%	-$58.3K	0.14%	57
2023 Q4	$453K	Sell	8,170 -225	-3%	-$11.4K	0.16%	54
2023 Q3	$421K	Hold	8,395	–	–	0.17%	58
2023 Q2	$439K	Hold	8,395	–	–	0.17%	54
2023 Q1	$420K	Hold	8,395	–	–	0.17%	56
2022 Q4	$406K	Hold	8,395	–	–	0.18%	63
2022 Q3	$368K	Sell	8,395 -25	-0.3%	-$1.21K	0.21%	46
2022 Q2	$381K	Hold	8,420	–	–	0.21%	45
2022 Q1	$452K	Sell	8,420 -1,495	-15%	-$79.6K	0.18%	47
2021 Q4	$561K	Hold	9,915	–	–	0.21%	50
2021 Q3	$522K	Hold	9,915	–	–	0.21%	50
2021 Q2	$533K	Sell	9,915 -270	-3%	-$14.6K	0.23%	49
2021 Q1	$530K	Sell	10,185 -80	-0.8%	-$4K	0.23%	45
2020 Q4	$472K	Buy	+10,265	New	+$433K	0.22%	49

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Capital Planning's IJH Position: Q3 2026 in Review

Capital Planning held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 7,067 shares worth $508K. The position accounts for 0.14% of the portfolio, ranked #57.

Capital Planning first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $561K in Q4 2021. 1,265 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Capital Planning held 7,067 shares of iShares Core S&P Mid-Cap ETF worth $508K as of Q3 2026.
Capital Planning left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.14% of Capital Planning's portfolio in Q3 2026, its #57 holding.
Capital Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Capital Planning's iShares Core S&P Mid-Cap ETF position peaked at $561K in Q4 2021.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.