Next Level Wealth Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Next Level Wealth 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 Q1	$450K	Sell	6,660 -386	-5%	-$26.8K	0.23%	36
2025 Q4	$465K	Buy	7,046 +75	+1%	+$4.91K	0.25%	33
2025 Q3	$455K	Sell	6,971 -150	-2%	-$9.64K	0.26%	32
2025 Q2	$442K	Sell	7,121 -3,617	-34%	-$212K	0.28%	30
2025 Q1	$627K	Buy	10,738 +1	+0%	+$62	0.47%	18
2024 Q4	$669K	Buy	+10,737	New	+$689K	0.53%	15

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Next Level Wealth Planning's IJH Position: Q1 2026 in Review

Next Level Wealth Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.5% in Q1 2026, selling an estimated $26.8K and leaving 6,660 shares worth $450K. The position accounts for 0.23% of the portfolio, ranked #36.

Next Level Wealth Planning first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $669K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Next Level Wealth Planning held 6,660 shares of iShares Core S&P Mid-Cap ETF worth $450K as of Q1 2026.
Next Level Wealth Planning sold 386 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $26.8K.
iShares Core S&P Mid-Cap ETF made up 0.23% of Next Level Wealth Planning's portfolio in Q1 2026, its #36 holding.
Next Level Wealth Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's iShares Core S&P Mid-Cap ETF position peaked at $669K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.