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New England Professional Planning Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

New England Professional Planning Group’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 		$51.6M Sell
669,121
-1,148
-0.2% -$84.2K 19.26% 3
2026
Q1 		$45.3M Buy
670,269
+13,471
+2% +$934K 18.92% 3
2025
Q4 		$43.3M Buy
656,798
+13,030
+2% +$854K 18.17% 3
2025
Q3 		$40.8M Buy
643,768
+4,730
+0.7% +$304K 18.68% 3
2025
Q2 		$39.6M Buy
639,038
+3,356
+0.5% +$197K 18.06% 3
2025
Q1 		$37.1M Buy
635,682
+19,296
+3% +$1.2M 18.47% 3
2024
Q4 		$38.4M Buy
616,386
+11,286
+2% +$724K 19.13% 3
2024
Q3 		$37.7M Buy
605,100
+6,715
+1% +$405K 18.66% 3
2024
Q2 		$35M Buy
598,385
+8,717
+1% +$512K 18.39% 3
2024
Q1 		$35.8M Sell
589,668
-412
-0.1% -$23.3K 18.68% 3
2023
Q4 		$32.7M Sell
590,080
-11,090
-2% -$562K 18.59% 3
2023
Q3 		$30M Sell
601,170
-11,095
-2% -$581K 18.57% 3
2023
Q2 		$32M Sell
612,265
-12,060
-2% -$599K 18.81% 3
2023
Q1 		$30.9M Buy
624,325
+14,895
+2% +$759K 18.68% 3
2022
Q4 		$29.5M Buy
609,430
+12,890
+2% +$623K 16.58% 3
2022
Q3 		$26.1M Buy
596,540
+7,690
+1% +$372K 18.63% 3
2022
Q2 		$26.6M Buy
588,850
+21,115
+4% +$1.04M 18.46% 3
2022
Q1 		$30.7M Buy
567,735
+15,585
+3% +$830K 18.34% 3
2021
Q4 		$30.3M Buy
552,150
+8,010
+1% +$446K 18.49% 3
2021
Q3 		$30.3M Buy
544,140
+7,870
+1% +$423K 17.97% 3
2021
Q2 		$29.4M Sell
536,270
-6,550
-1% -$354K 17.7% 3
2021
Q1 		$29.7M Sell
542,820
-8,250
-1% -$412K 18.2% 3
2020
Q4 		$25.3M Buy
551,070
+905
+0.2% +$38.1K 17.85% 3
2020
Q3 		$22.3M Buy
550,165
+1,315
+0.2% +$49.2K 17.72% 3
2020
Q2 		$21.3M Buy
548,850
+28,620
+6% +$950K 16.48% 3
2020
Q1 		$16.5M Buy
520,230
+66,445
+15% +$2.47M 15.33% 3
2019
Q4 		$18.7M Buy
+453,785
New +$18M 14.82% 3
2018
Q3 		$11.1M Buy
275,310
+15,590
+6% +$627K 12.72% 3
2018
Q2 		$10.1M Buy
259,720
+5,360
+2% +$207K 13% 3
2018
Q1 		$9.51M Buy
254,360
+12,360
+5% +$473K 12.63% 3
2017
Q4 		$9.32M Buy
+242,000
New +$8.95M 11.38% 3
2016
Q2 		$5.36M Buy
172,590
+23,425
+16% +$687K 6.01% 7
2016
Q1 		$4.33M Buy
149,165
+64,590
+76% +$1.73M 4.34% 8
2015
Q4 		$2.35M Buy
84,575
+8,070
+11% +$231K 2.62% 9
2015
Q3 		$2.22M Buy
+76,505
New +$2.22M 2.51% 9

Other funds holding IJH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

New England Professional Planning Group's IJH Position: Q2 2026 in Review

New England Professional Planning Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q2 2026, selling an estimated $84.2K and leaving 669,121 shares worth $51.6M. The position accounts for 19.26% of the portfolio, ranked #3.

New England Professional Planning Group first reported a position in IJH in Q3 2015 and has held it in 35 quarters since. 1,647 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • New England Professional Planning Group held 669,121 shares of iShares Core S&P Mid-Cap ETF worth $51.6M as of Q2 2026.
  • New England Professional Planning Group sold 1,148 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $84.2K.
  • iShares Core S&P Mid-Cap ETF made up 19.26% of New England Professional Planning Group's portfolio in Q2 2026, its #3 holding.
  • New England Professional Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 35 quarters since.
  • 1,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.