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

Consolidated Planning Corp’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	$724K	Sell	10,728 -4,973	-32%	-$345K	0.12%	86
2025 Q4	$1.04M	Buy	15,701 +232	+1%	+$15.2K	0.1%	125
2025 Q3	$1.01M	Buy	15,469 +1,769	+13%	+$114K	0.11%	127
2025 Q2	$850K	Buy	13,700 +13	+0.1%	+$763	0.11%	123
2025 Q1	$799K	Buy	13,687 +255	+2%	+$15.8K	0.11%	121
2024 Q4	$837K	Sell	13,432 -2,710	-17%	-$174K	0.11%	106
2024 Q3	$1.01M	Sell	16,142 -28,330	-64%	-$1.71M	0.15%	90
2024 Q2	$2.6M	Buy	44,472 +3,212	+8%	+$189K	0.43%	70
2024 Q1	$2.51M	Sell	41,260 -565	-1%	-$32K	0.43%	70
2023 Q4	$2.32M	Buy	41,825 +35,265	+538%	+$1.79M	0.43%	60
2023 Q3	$327K	Sell	6,560 -3,495	-35%	-$183K	0.07%	119
2023 Q2	$526K	Buy	+10,055	New	+$500K	0.11%	112
2022 Q4	–	Sell	-10,345	Closed	-$454K	–	124
2022 Q3	$454K	Sell	10,345 -4,105	-28%	-$198K	0.14%	79
2022 Q2	$654K	Buy	+14,450	New	+$713K	0.2%	78
2021 Q4	–	Sell	-1,475	Closed	-$78K	–	237
2021 Q3	$78K	Buy	+1,475	New	+$79.4K	0.05%	123

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

Consolidated Planning Corp's IJH Position: Q1 2026 in Review

Consolidated Planning Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 32% in Q1 2026, selling an estimated $345K and leaving 10,728 shares worth $724K. The position accounts for 0.12% of the portfolio, ranked #86.

Consolidated Planning Corp first reported a position in IJH in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.6M in Q2 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Consolidated Planning Corp held 10,728 shares of iShares Core S&P Mid-Cap ETF worth $724K as of Q1 2026.
Consolidated Planning Corp sold 4,973 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $345K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Consolidated Planning Corp's portfolio in Q1 2026, its #86 holding.
Consolidated Planning Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
Consolidated Planning Corp's iShares Core S&P Mid-Cap ETF position peaked at $2.6M in Q2 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.