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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Holistic Planning's IJH Position: Q1 2026 in Review

Holistic Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q1 2026, buying an estimated $1.59K and bringing the position to 12,846 shares worth $867K. The position accounts for 0.17% of the portfolio, ranked #114.

Holistic Planning first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Holistic Planning held 12,846 shares of iShares Core S&P Mid-Cap ETF worth $867K as of Q1 2026.
Holistic Planning bought 23 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.59K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Holistic Planning's portfolio in Q1 2026, its #114 holding.
Holistic Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.