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

Partners in 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 Q1	$379K	Buy	5,617 +164	+3%	+$11.4K	0.06%	90
2025 Q4	$360K	Buy	5,453 +11	+0.2%	+$721	0.06%	92
2025 Q3	$355K	Buy	5,442 +7	+0.1%	+$450	0.06%	89
2025 Q2	$337K	Buy	5,435 +7	+0.1%	+$411	0.06%	89
2025 Q1	$317K	Buy	5,428 +6	+0.1%	+$373	0.06%	83
2024 Q4	$338K	Sell	5,422 -321	-6%	-$20.6K	0.07%	79
2024 Q3	$358K	Buy	5,743 +9	+0.2%	+$543	0.07%	78
2024 Q2	$336K	Buy	5,734 +6	+0.1%	+$352	0.07%	77
2024 Q1	$348K	Buy	5,728 +1,593	+39%	+$90.2K	0.08%	77
2023 Q4	$229K	Buy	4,135 +25	+0.6%	+$1.27K	0.05%	96
2023 Q3	$205K	Hold	4,110	–	–	0.05%	95
2023 Q2	$215K	Buy	+4,110	New	+$204K	0.05%	92
2022 Q3	–	Sell	-4,155	Closed	-$208K	–	93
2022 Q2	$208K	Buy	4,155 +10	+0.2%	+$494	0.07%	92
2022 Q1	$213K	Buy	4,145 +5	+0.1%	+$266	0.07%	90
2021 Q4	$219K	Buy	4,140 +5	+0.1%	+$278	0.07%	88
2021 Q3	$217K	Buy	4,135 +10	+0.2%	+$538	0.07%	89
2021 Q2	$222K	Buy	+4,125	New	+$223K	0.07%	86

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

Partners in Financial Planning's IJH Position: Q1 2026 in Review

Partners in Financial Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q1 2026, buying an estimated $11.4K and bringing the position to 5,617 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #90.

Partners in Financial Planning first reported a position in IJH in Q2 2021 and has held it in 17 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Partners in Financial Planning held 5,617 shares of iShares Core S&P Mid-Cap ETF worth $379K as of Q1 2026.
Partners in Financial Planning bought 164 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $11.4K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Partners in Financial Planning's portfolio in Q1 2026, its #90 holding.
Partners in Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 17 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.