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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.15M Buy
14,865
+1,162
+8% +$85.3K 0.43% 26
2026
Q1
$925K Buy
13,703
+2,118
+18% +$147K 0.41% 25
2025
Q4
$765K Buy
+11,585
New +$759K 0.35% 26

Other funds holding IJH

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

Financial Planning Navigators increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.5% in Q2 2026, buying an estimated $85.3K and bringing the position to 14,865 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #26.

Financial Planning Navigators first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Financial Planning Navigators held 14,865 shares of iShares Core S&P Mid-Cap ETF worth $1.15M as of Q2 2026.
  • Financial Planning Navigators bought 1,162 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $85.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.43% of Financial Planning Navigators's portfolio in Q2 2026, its #26 holding.
  • Financial Planning Navigators first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.