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

Cornerstone Planning Group’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 		$213K Buy
2,914
+698
+31% +$48.4K 0.03% 163
2025
Q4 		$154K Buy
2,216
+100
+5% +$6.55K 0.02% 165
2025
Q3 		$137K Buy
2,116
+7
+0.3% +$450 0.02% 181
2025
Q2 		$133K Sell
2,109
-200
-9% -$11.7K 0.03% 114
2025
Q1 		$128K Buy
2,309
+6
+0.3% +$373 0.03% 121
2024
Q4 		$149K Sell
2,303
-216
-9% -$13.9K 0.04% 89
2024
Q3 		$158K Sell
2,519
-521
-17% -$31.4K 0.04% 84
2024
Q2 		$174K Sell
3,040
-47
-2% -$2.76K 0.05% 86
2024
Q1 		$181K Sell
3,087
-43
-1% -$2.43K 0.06% 81
2023
Q4 		$174K Sell
3,130
-1,765
-36% -$89.5K 0.06% 89
2023
Q3 		$244K Buy
4,895
+1,215
+33% +$63.7K 0.09% 72
2023
Q2 		$193K Buy
+3,680
New +$183K 0.08% 93
2022
Q4 		$183K Buy
+3,640
New +$176K 0.08% 105

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cornerstone Planning Group's IJH Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 31% in Q1 2026, buying an estimated $48.4K and bringing the position to 2,914 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #163.

Cornerstone Planning Group first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. The position peaked at $244K in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Cornerstone Planning Group held 2,914 shares of iShares Core S&P Mid-Cap ETF worth $213K as of Q1 2026.
  • Cornerstone Planning Group bought 698 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $48.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q1 2026, its #163 holding.
  • Cornerstone Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's iShares Core S&P Mid-Cap ETF position peaked at $244K in Q3 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.