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

Center for 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	$3.75M	Sell	48,654 -858	-2%	-$63K	0.35%	24
2026 Q1	$3.34M	Sell	49,512 -425	-0.9%	-$29.5K	0.35%	22
2025 Q4	$3.3M	Buy	49,937 +390	+0.8%	+$25.5K	0.34%	22
2025 Q3	$3.23M	Sell	49,547 -821	-2%	-$52.8K	0.35%	24
2025 Q2	$3.12M	Buy	50,368 +966	+2%	+$56.7K	0.36%	21
2025 Q1	$2.88M	Buy	49,402 +8,740	+21%	+$543K	0.37%	22
2024 Q4	$2.53M	Buy	40,662 +176	+0.4%	+$11.3K	0.34%	24
2024 Q3	$2.52M	Buy	40,486 +333	+0.8%	+$20.1K	0.34%	23
2024 Q2	$2.35M	Buy	40,153 +129	+0.3%	+$7.58K	0.34%	23
2024 Q1	$2.43M	Buy	40,024 +129	+0.3%	+$7.3K	0.36%	23
2023 Q4	$2.21M	Buy	39,895 +500	+1%	+$25.4K	0.41%	21
2023 Q3	$1.96M	Buy	39,395 +1,840	+5%	+$96.4K	0.42%	24
2023 Q2	$1.96M	Sell	37,555 -2,855	-7%	-$142K	0.41%	23
2023 Q1	$2.02M	Buy	40,410 +3,175	+9%	+$162K	0.47%	24
2022 Q4	$1.8M	Buy	37,235 +490	+1%	+$23.7K	0.44%	26
2022 Q3	$1.61M	Sell	36,745 -5,410	-13%	-$262K	0.43%	26
2022 Q2	$1.91M	Buy	42,155 +2,815	+7%	+$139K	0.48%	23
2022 Q1	$2.11M	Buy	39,340 +4,375	+13%	+$233K	0.43%	23
2021 Q4	$1.98M	Buy	34,965 +5,525	+19%	+$308K	0.41%	22
2021 Q3	$1.55M	Buy	29,440 +1,705	+6%	+$91.7K	0.38%	27
2021 Q2	$1.49M	Buy	27,735 +150	+0.5%	+$8.1K	0.37%	33
2021 Q1	$1.44M	Sell	27,585 -545	-2%	-$27.2K	0.37%	30
2020 Q4	$1.29M	Sell	28,130 -2,750	-9%	-$116K	0.37%	29
2020 Q3	$1.14M	Buy	30,880 +1,030	+3%	+$38.5K	0.37%	31
2020 Q2	$1.06M	Buy	29,850 +10,975	+58%	+$364K	0.37%	34
2020 Q1	$543K	Buy	18,875 +395	+2%	+$14.7K	0.18%	58
2019 Q4	$761K	Buy	+18,480	New	+$732K	0.19%	49

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Center for Financial Planning's IJH Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, selling an estimated $63K and leaving 48,654 shares worth $3.75M. The position accounts for 0.35% of the portfolio, ranked #24.

Center for Financial Planning first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 1,006 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Center for Financial Planning held 48,654 shares of iShares Core S&P Mid-Cap ETF worth $3.75M as of Q2 2026.
Center for Financial Planning sold 858 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63K.
iShares Core S&P Mid-Cap ETF made up 0.35% of Center for Financial Planning's portfolio in Q2 2026, its #24 holding.
Center for Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,006 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.