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

Lakeshore 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
2026 Q2	$2.78M	Buy	36,084 +1	+0%	+$73	0.9%	19
2026 Q1	$2.44M	Hold	36,083	–	–	0.88%	19
2025 Q4	$2.38M	Sell	36,083 -901	-2%	-$59K	0.85%	19
2025 Q3	$2.41M	Sell	36,984 -255	-0.7%	-$16.4K	0.9%	19
2025 Q2	$2.31M	Sell	37,239 -215	-0.6%	-$12.6K	0.93%	19
2025 Q1	$2.19M	Sell	37,454 -494	-1%	-$30.7K	0.91%	16
2024 Q4	$2.36M	Sell	37,948 -161	-0.4%	-$10.3K	1.01%	16
2024 Q3	$2.37M	Hold	38,109	–	–	1.05%	15
2024 Q2	$2.23M	Buy	38,109 +219	+0.6%	+$12.9K	1.09%	15
2024 Q1	$2.3M	Sell	37,890 -380	-1%	-$21.5K	1.16%	15
2023 Q4	$2.12M	Sell	38,270 -7,625	-17%	-$387K	1.18%	15
2023 Q3	$2.29M	Buy	+45,895	New	+$2.41M	1.3%	14

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Lakeshore Financial Planning's IJH Position: Q2 2026 in Review

Lakeshore Financial Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0% in Q2 2026, buying an estimated $73 and bringing the position to 36,084 shares worth $2.78M. The position accounts for 0.9% of the portfolio, ranked #19.

Lakeshore Financial Planning first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lakeshore Financial Planning held 36,084 shares of iShares Core S&P Mid-Cap ETF worth $2.78M as of Q2 2026.
Lakeshore Financial Planning bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
iShares Core S&P Mid-Cap ETF made up 0.9% of Lakeshore Financial Planning's portfolio in Q2 2026, its #19 holding.
Lakeshore Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.