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 Q2	$232K	Buy	3,068 +154	+5%	+$11.3K	0.03%	158
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 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 22.96% 1-Year Est. Return

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

Cornerstone Planning Group's IJH Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 3,068 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #158.

Cornerstone Planning Group first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $244K in Q3 2023. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cornerstone Planning Group held 3,068 shares of iShares Core S&P Mid-Cap ETF worth $232K as of Q2 2026.
Cornerstone Planning Group bought 154 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.3K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #158 holding.
Cornerstone Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Core S&P Mid-Cap ETF position peaked at $244K in Q3 2023.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.