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

Holistic 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 		$924K Sell
11,985
-861
-7% -$63.2K 0.14% 139
2026
Q1 		$867K Buy
12,846
+23
+0.2% +$1.59K 0.17% 114
2025
Q4 		$846K Buy
12,823
+1,635
+15% +$107K 0.18% 107
2025
Q3 		$730K Sell
11,188
-273
-2% -$17.5K 0.19% 92
2025
Q2 		$711K Buy
11,461
+891
+8% +$52.3K 0.2% 85
2025
Q1 		$617K Sell
10,570
-185
-2% -$11.5K 0.21% 84
2024
Q4 		$670K Sell
10,755
-675
-6% -$43.3K 0.24% 78
2024
Q3 		$712K Buy
11,430
+3,379
+42% +$204K 0.3% 66
2024
Q2 		$489K Sell
8,051
-355
-4% -$20.9K 0.38% 64
2024
Q1 		$511K Sell
8,406
-489
-5% -$27.7K 0.39% 63
2023
Q4 		$493K Buy
+8,895
New +$451K 0.42% 60

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Holistic Planning's IJH Position: Q2 2026 in Review

Holistic Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.7% in Q2 2026, selling an estimated $63.2K and leaving 11,985 shares worth $924K. The position accounts for 0.14% of the portfolio, ranked #139.

Holistic Planning first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Holistic Planning held 11,985 shares of iShares Core S&P Mid-Cap ETF worth $924K as of Q2 2026.
  • Holistic Planning sold 861 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Holistic Planning's portfolio in Q2 2026, its #139 holding.
  • Holistic Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.