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

Financial Planning Hawaii’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 		$510K Hold
6,613
– – 0.27% 79
2026
Q1 		$447K Sell
6,613
-875
-12% -$60.7K 0.26% 83
2025
Q4 		$494K Buy
+7,488
New +$491K 0.28% 82

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Financial Planning Hawaii's IJH Position: Q2 2026 in Review

Financial Planning Hawaii held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,613 shares worth $510K. The position accounts for 0.27% of the portfolio, ranked #79.

Financial Planning Hawaii first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 1,837 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Financial Planning Hawaii held 6,613 shares of iShares Core S&P Mid-Cap ETF worth $510K as of Q2 2026.
  • Financial Planning Hawaii left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.27% of Financial Planning Hawaii's portfolio in Q2 2026, its #79 holding.
  • Financial Planning Hawaii first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,837 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.