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

Essential 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
2025
Q1 		– Sell
-51,897
Closed -$3.33M – 176
2024
Q4 		$3.33M Buy
+51,897
New +$3.33M 0.02% 149

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essential Planning's IJH Position: Q1 2025 in Review

Essential Planning sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 51,897 shares — an estimated $3.33M sold.

Essential Planning first reported a position in IJH in Q4 2024 and held it in 1 quarter. The position peaked at $3.33M in Q4 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Essential Planning reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 51,897 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $3.33M.
  • Essential Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Core S&P Mid-Cap ETF position peaked at $3.33M in Q4 2024.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.