Mark Sheptoff Financial Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32K | Sell |
437
-5
| -1% | -$347 | 0.02% | 219 |
|
|
2025
Q4 | $29.2K | Sell |
442
-165
| -27% | -$10.8K | 0.01% | 239 |
|
|
2025
Q3 | $39.6K | Hold |
607
| – | – | 0.02% | 207 |
|
|
2025
Q2 | $37.6K | Hold |
607
| – | – | 0.02% | 205 |
|
|
2025
Q1 | $35.4K | Buy |
607
+52
| +9% | +$3.23K | 0.02% | 191 |
|
|
2024
Q4 | $34.6K | Buy |
555
+50
| +10% | +$3.21K | 0.02% | 205 |
|
|
2024
Q3 | $31.5K | Hold |
505
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $29.6K | Hold |
505
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $30.7K | Buy |
505
+105
| +26% | +$5.95K | 0.02% | 206 |
|
|
2023
Q4 | $22.2K | Hold |
400
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $19.9K | Hold |
400
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $20.9K | Hold |
400
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $20K | Hold |
400
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $19.4K | Hold |
400
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $18K | Hold |
400
| – | – | 0.01% | 216 |
|
|
2022
Q2 | $18K | Hold |
400
| – | – | 0.01% | 225 |
|
|
2022
Q1 | $21K | Hold |
400
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $23K | Hold |
400
| – | – | 0.01% | 244 |
|
|
2021
Q3 | $21K | Hold |
400
| – | – | 0.01% | 240 |
|
|
2021
Q2 | $21K | Hold |
400
| – | – | 0.01% | 265 |
|
|
2021
Q1 | $21K | Hold |
400
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $18K | Hold |
400
| – | – | 0.01% | 229 |
|
|
2020
Q3 | $15K | Hold |
400
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $14K | Hold |
400
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $12K | Hold |
400
| – | – | 0.01% | 218 |
|
|
2019
Q4 | $16K | Hold |
400
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $15K | Hold |
400
| – | – | 0.01% | 239 |
|
|
2019
Q2 | $16K | Hold |
400
| – | – | 0.01% | 226 |
|
|
2019
Q1 | $15K | Buy |
400
+25
| +7% | +$923 | 0.01% | 230 |
|
|
2018
Q4 | $12K | Hold |
375
| – | – | 0.01% | 227 |
|
|
2018
Q3 | $15K | Hold |
375
| – | – | 0.01% | 260 |
|
|
2018
Q2 | $15K | Hold |
375
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $14K | Hold |
375
| – | – | 0.01% | 257 |
|
|
2017
Q4 | $14K | Hold |
375
| – | – | 0.01% | 261 |
|
|
2017
Q3 | $13K | Hold |
375
| – | – | 0.01% | 270 |
|
|
2017
Q2 | $13K | Sell |
375
-5
| -1% | -$173 | 0.01% | 263 |
|
|
2017
Q1 | $13K | Buy |
380
+5
| +1% | +$170 | 0.01% | 263 |
|
|
2016
Q4 | $12K | Buy |
+375
| New | +$11.9K | 0.01% | 258 |
|
Other funds holding IJH
Mark Sheptoff Financial Planning's IJH Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, selling an estimated $347 and leaving 437 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #219.
Mark Sheptoff Financial Planning first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. The position peaked at $39.6K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Mark Sheptoff Financial Planning held 437 shares of iShares Core S&P Mid-Cap ETF worth $32K as of Q1 2026.
- Mark Sheptoff Financial Planning sold 5 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $347.
- iShares Core S&P Mid-Cap ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #219 holding.
- Mark Sheptoff Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- Mark Sheptoff Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $39.6K in Q3 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.