Midwest Professional Planners Ltd (MPPL)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$10.6M	Buy	137,108 +52,821	+63%	+$3.88M	2.07%	8
2026 Q1	$5.69M	Buy	84,287 +2,632	+3%	+$183K	1.34%	17
2025 Q4	$5.39M	Sell	81,655 -147	-0.2%	-$9.63K	1.28%	22
2025 Q3	$5.34M	Buy	81,802 +1,135	+1%	+$72.9K	1.3%	19
2025 Q2	$5M	Sell	80,667 -116	-0.1%	-$6.81K	1.32%	19
2025 Q1	$4.71M	Sell	80,783 -7,297	-8%	-$453K	1.47%	14
2024 Q4	$5.49M	Sell	88,080 -983	-1%	-$63K	1.64%	11
2024 Q3	$5.55M	Buy	89,063 +472	+0.5%	+$28.5K	1.7%	9
2024 Q2	$5.18M	Buy	88,591 +1,553	+2%	+$91.2K	1.73%	9
2024 Q1	$5.29M	Sell	87,038 -1,262	-1%	-$71.4K	1.85%	6
2023 Q4	$4.89M	Sell	88,300 -1,965	-2%	-$99.7K	1.95%	7
2023 Q3	$4.5M	Sell	90,265 -19,690	-18%	-$1.03M	2.02%	4
2023 Q2	$5.75M	Sell	109,955 -8,415	-7%	-$418K	2.52%	4
2023 Q1	$5.92M	Buy	+118,370	New	+$6.03M	2.9%	6
2018 Q3	–	Sell	-490	Closed	-$19K	–	184
2018 Q2	$19K	Sell	490 -165	-25%	-$6.37K	0.02%	191
2018 Q1	$25K	Buy	655 +275	+72%	+$10.5K	0.02%	169
2017 Q4	$14K	Buy	+380	New	+$14.1K	0.01%	212

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IJH Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 63% in Q2 2026, buying an estimated $3.88M and bringing the position to 137,108 shares worth $10.6M. The position accounts for 2.07% of the portfolio, ranked #8.

Midwest Professional Planners Ltd (MPPL) first reported a position in IJH in Q4 2017 and has held it in 17 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 137,108 shares of iShares Core S&P Mid-Cap ETF worth $10.6M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 52,821 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.88M.
iShares Core S&P Mid-Cap ETF made up 2.07% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #8 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 17 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.