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

Investments & Financial Planning LLC’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 		$31.5M Buy
408,629
+2,367
+0.6% +$174K 14.92% 3
2026
Q1 		$27.4M Buy
406,262
+1,471
+0.4% +$102K 14.94% 3
2025
Q4 		$26.7M Sell
404,791
-2,506
-0.6% -$164K 14.34% 3
2025
Q3 		$26.6M Buy
407,297
+2,338
+0.6% +$150K 14.36% 3
2025
Q2 		$25.1M Buy
404,959
+8,080
+2% +$474K 14.47% 3
2025
Q1 		$23.2M Sell
396,879
-10
-0% -$621 15.04% 3
2024
Q4 		$24.7M Buy
396,889
+1,747
+0.4% +$112K 15.24% 3
2024
Q3 		$24.6M Sell
395,142
-1,766
-0.4% -$106K 15.59% 3
2024
Q2 		$23.2M Buy
396,908
+7,898
+2% +$464K 15.59% 3
2024
Q1 		$23.6M Sell
389,010
-790
-0.2% -$44.7K 16.19% 3
2023
Q4 		$21.6M Buy
389,800
+4,570
+1% +$232K 16.18% 3
2023
Q3 		$19.2M Buy
385,230
+5,730
+2% +$300K 17.13% 3
2023
Q2 		$19.8M Buy
379,500
+1,275
+0.3% +$63.4K 17.19% 3
2023
Q1 		$18.9M Buy
378,225
+2,610
+0.7% +$133K 17.37% 3
2022
Q4 		$18.2M Buy
+375,615
New +$18.1M 17.81% 2
2022
Q2 		$16.7M Buy
369,325
+5,040
+1% +$249K 17.22% 2
2022
Q1 		$19.6M Buy
364,285
+10,970
+3% +$584K 17.09% 2
2021
Q4 		$18.9M Buy
+353,315
New +$19.7M 16.96% 2

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

Investments & Financial Planning LLC's IJH Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.58% in Q2 2026, buying an estimated $174K and bringing the position to 408,629 shares worth $31.5M. The position accounts for 14.92% of the portfolio, ranked #3.

Investments & Financial Planning LLC first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Investments & Financial Planning LLC held 408,629 shares of iShares Core S&P Mid-Cap ETF worth $31.5M as of Q2 2026.
  • Investments & Financial Planning LLC bought 2,367 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $174K.
  • iShares Core S&P Mid-Cap ETF made up 14.92% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #3 holding.
  • Investments & Financial Planning LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.