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

Keener Financial 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
2025 Q4	–	Sell	-735	Closed	-$47K	–	118
2025 Q3	$47K	Sell	735 -95	-11%	-$6.11K	0.02%	105
2025 Q2	$51K	Buy	830 +95	+13%	+$5.58K	0.03%	105
2025 Q1	$42K	Hold	735	–	–	0.03%	86
2024 Q4	$45K	Buy	735 +275	+60%	+$17.6K	0.03%	96
2024 Q3	$28K	Hold	460	–	–	0.02%	101
2024 Q2	$26K	Hold	460	–	–	0.02%	107
2024 Q1	$28K	Hold	460	–	–	0.02%	111
2023 Q4	$25K	Buy	+460	New	+$23.3K	0.02%	117

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

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 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keener Financial Planning's IJH Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 735 shares — an estimated $47K sold.

Keener Financial Planning first reported a position in IJH in Q4 2023 and held it in 8 quarters. The position peaked at $51K in Q2 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Keener Financial Planning reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 735 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $47K.
Keener Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $51K in Q2 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.