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

Comprehensive 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 Q1	$5.06K	Sell	75 -75	-50%	-$5.2K	﹤0.01%	303
2025 Q4	$9.9K	Buy	150 +75	+100%	+$4.91K	0.01%	258
2025 Q3	$4.89K	Sell	75 -75	-50%	-$4.82K	﹤0.01%	276
2025 Q2	$9.3K	Hold	150	–	–	0.01%	237
2025 Q1	$8.75K	Hold	150	–	–	0.01%	220
2024 Q4	$9.35K	Buy	+150	New	+$9.62K	0.01%	249

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Comprehensive Financial Planning's IJH Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 50% in Q1 2026, selling an estimated $5.2K and leaving 75 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Comprehensive Financial Planning first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.9K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Comprehensive Financial Planning held 75 shares of iShares Core S&P Mid-Cap ETF worth $5.06K as of Q1 2026.
Comprehensive Financial Planning sold 75 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.2K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #303 holding.
Comprehensive Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $9.9K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.