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

Hoxton Planning & Management’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	$771K	Sell	9,994 -882	-8%	-$64.7K	0.2%	85
2026 Q1	$734K	Sell	10,876 -717	-6%	-$49.7K	0.22%	78
2025 Q4	$765K	Sell	11,593 -79	-0.7%	-$5.17K	0.23%	76
2025 Q3	$762K	Sell	11,672 -490	-4%	-$31.5K	0.25%	74
2025 Q2	$754K	Sell	12,162 -202	-2%	-$11.9K	0.26%	77
2025 Q1	$721K	Sell	12,364 -230	-2%	-$14.3K	0.28%	73
2024 Q4	$785K	Sell	12,594 -58	-0.5%	-$3.72K	0.3%	68
2024 Q3	$788K	Buy	12,652 +1,150	+10%	+$69.3K	0.31%	61
2024 Q2	$673K	Sell	11,502 -562	-5%	-$33K	0.31%	59
2024 Q1	$733K	Sell	12,064 -636	-5%	-$36K	0.35%	52
2023 Q4	$704K	Sell	12,700 -5,805	-31%	-$294K	0.37%	47
2023 Q3	$923K	Buy	18,505 +10,270	+125%	+$538K	0.6%	35
2023 Q2	$431K	Sell	8,235 -3,185	-28%	-$158K	0.27%	74
2023 Q1	$571K	Buy	11,420 +4,130	+57%	+$210K	0.31%	65
2022 Q4	$353K	Buy	+7,290	New	+$352K	0.19%	104

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Hoxton Planning & Management's IJH Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.1% in Q2 2026, selling an estimated $64.7K and leaving 9,994 shares worth $771K. The position accounts for 0.2% of the portfolio, ranked #85.

Hoxton Planning & Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $923K in Q3 2023. 682 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hoxton Planning & Management held 9,994 shares of iShares Core S&P Mid-Cap ETF worth $771K as of Q2 2026.
Hoxton Planning & Management sold 882 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $64.7K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Hoxton Planning & Management's portfolio in Q2 2026, its #85 holding.
Hoxton Planning & Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares Core S&P Mid-Cap ETF position peaked at $923K in Q3 2023.
682 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.