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

Falcon Wealth 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	$754K	Sell	9,780 -328	-3%	-$24.1K	0.05%	119
2026 Q1	$683K	Buy	10,108 +62	+0.6%	+$4.3K	0.05%	113
2025 Q4	$663K	Buy	10,046 +313	+3%	+$20.5K	0.06%	103
2025 Q3	$635K	Buy	9,733 +290	+3%	+$18.6K	0.06%	100
2025 Q2	$586K	Sell	9,443 -1,814	-16%	-$106K	0.06%	96
2025 Q1	$657K	Sell	11,257 -531	-5%	-$33K	0.07%	83
2024 Q4	$735K	Buy	11,788 +4,366	+59%	+$280K	0.08%	76
2024 Q3	$463K	Buy	7,422 +407	+6%	+$24.5K	0.05%	92
2024 Q2	$411K	Hold	7,015	–	–	0.05%	87
2024 Q1	$426K	Sell	7,015 -135	-2%	-$7.64K	0.07%	86
2023 Q4	$396K	Buy	7,150 +135	+2%	+$6.85K	0.07%	85
2023 Q3	$350K	Hold	7,015	–	–	0.08%	74
2023 Q2	$367K	Hold	7,015	–	–	0.08%	72
2023 Q1	$351K	Sell	7,015 -95	-1%	-$4.84K	0.09%	69
2022 Q4	$344K	Buy	7,110 +205	+3%	+$9.9K	0.1%	67
2022 Q3	$303K	Sell	6,905 -30	-0.4%	-$1.45K	0.1%	68
2022 Q2	$314K	Buy	6,935 +30	+0.4%	+$1.48K	0.11%	65
2022 Q1	$371K	Sell	6,905 -260	-4%	-$13.8K	0.12%	57
2021 Q4	$406K	Hold	7,165	–	–	0.13%	52
2021 Q3	$377K	Buy	+7,165	New	+$385K	0.14%	48

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

Falcon Wealth Planning's IJH Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, selling an estimated $24.1K and leaving 9,780 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #119.

Falcon Wealth Planning first reported a position in IJH in Q3 2021 and has held it in 20 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Falcon Wealth Planning held 9,780 shares of iShares Core S&P Mid-Cap ETF worth $754K as of Q2 2026.
Falcon Wealth Planning sold 328 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $24.1K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #119 holding.
Falcon Wealth Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.