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 Q2	$7.71K	Buy	100 +25	+33%	+$1.83K	﹤0.01%	306
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 $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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Comprehensive Financial Planning's IJH Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q2 2026, buying an estimated $1.83K and bringing the position to 100 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Comprehensive Financial Planning first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.9K in Q4 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Comprehensive Financial Planning held 100 shares of iShares Core S&P Mid-Cap ETF worth $7.71K as of Q2 2026.
Comprehensive Financial Planning 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 ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #306 holding.
Comprehensive Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $9.9K in Q4 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.