BFC Planning, Inc.’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BFC Planning, Inc.’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	$4.29M	Sell	55,640 -416	-0.7%	-$30.5K	0.17%	125
2026 Q1	$3.79M	Buy	56,056 +828	+1%	+$57.4K	0.17%	123
2025 Q4	$3.65M	Buy	55,228 +47,982	+662%	+$3.14M	0.16%	132
2025 Q3	$473K	Buy	7,246 +2,294	+46%	+$147K	0.03%	400
2025 Q2	$307K	Sell	4,952 -751	-13%	-$44.1K	0.02%	481
2025 Q1	$333K	Buy	5,703 +245	+4%	+$15.2K	0.03%	440
2024 Q4	$340K	Buy	+5,458	New	+$350K	0.03%	438

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFC Planning, Inc.'s IJH Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.74% in Q2 2026, selling an estimated $30.5K and leaving 55,640 shares worth $4.29M. The position accounts for 0.17% of the portfolio, ranked #125.

BFC Planning, Inc. first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,760 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BFC Planning, Inc. held 55,640 shares of iShares Core S&P Mid-Cap ETF worth $4.29M as of Q2 2026.
BFC Planning, Inc. sold 416 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $30.5K.
iShares Core S&P Mid-Cap ETF made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #125 holding.
BFC Planning, Inc. first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,760 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.