Financial Life Planners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Financial Life Planners’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	$454K	Sell	5,893 -196	-3%	-$14.4K	0.29%	37
2026 Q1	$411K	Sell	6,089 -128	-2%	-$8.88K	0.32%	32
2025 Q4	$410K	Sell	6,217 -144	-2%	-$9.43K	0.29%	38
2025 Q3	$415K	Sell	6,361 -94	-1%	-$6.04K	0.28%	38
2025 Q2	$400K	Sell	6,455 -1,612	-20%	-$94.6K	0.33%	39
2025 Q1	$471K	Sell	8,067 -169	-2%	-$10.5K	0.46%	27
2024 Q4	$513K	Buy	+8,236	New	+$528K	0.43%	27

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Life Planners's IJH Position: Q2 2026 in Review

Financial Life Planners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, selling an estimated $14.4K and leaving 5,893 shares worth $454K. The position accounts for 0.29% of the portfolio, ranked #37.

Financial Life Planners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q4 2024. 1,417 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Life Planners held 5,893 shares of iShares Core S&P Mid-Cap ETF worth $454K as of Q2 2026.
Financial Life Planners sold 196 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.4K.
iShares Core S&P Mid-Cap ETF made up 0.29% of Financial Life Planners's portfolio in Q2 2026, its #37 holding.
Financial Life Planners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's iShares Core S&P Mid-Cap ETF position peaked at $513K in Q4 2024.
1,417 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.