PDS 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 | $15.6M | Buy |
231,155
+2,468
| +1% | +$171K | 1.03% | 19 |
|
|
2025
Q4 | $15.1M | Buy |
228,687
+1,778
| +0.8% | +$116K | 1.01% | 23 |
|
|
2025
Q3 | $14.8M | Sell |
226,909
-2,420
| -1% | -$156K | 1.02% | 21 |
|
|
2025
Q2 | $14.2M | Sell |
229,329
-4,540
| -2% | -$267K | 1.06% | 21 |
|
|
2025
Q1 | $13.6M | Buy |
233,869
+11,751
| +5% | +$730K | 1.15% | 21 |
|
|
2024
Q4 | $13.8M | Sell |
222,118
-3,863
| -2% | -$248K | 1.23% | 18 |
|
|
2024
Q3 | $14.1M | Sell |
225,981
-633,165
| -74% | -$38.2M | 1.26% | 18 |
|
|
2024
Q2 | $50.3M | Buy |
859,146
+23,296
| +3% | +$1.37M | 5.07% | 5 |
|
|
2024
Q1 | $50.8M | Buy |
835,850
+12,835
| +2% | +$727K | 5.33% | 5 |
|
|
2023
Q4 | $45.6M | Buy |
823,015
+29,580
| +4% | +$1.5M | 5.2% | 5 |
|
|
2023
Q3 | $39.6M | Buy |
793,435
+28,465
| +4% | +$1.49M | 5.12% | 5 |
|
|
2023
Q2 | $40M | Buy |
764,970
+60,700
| +9% | +$3.02M | 5.12% | 5 |
|
|
2023
Q1 | $35.2M | Buy |
704,270
+39,025
| +6% | +$1.99M | 4.86% | 5 |
|
|
2022
Q4 | $32.2M | Buy |
665,245
+31,465
| +5% | +$1.52M | 5.14% | 6 |
|
|
2022
Q3 | $27.8M | Buy |
633,780
+74,910
| +13% | +$3.62M | 5.06% | 7 |
|
|
2022
Q2 | $25.3M | Buy |
558,870
+55,565
| +11% | +$2.74M | 4.58% | 7 |
|
|
2022
Q1 | $27M | Buy |
503,305
+36,995
| +8% | +$1.97M | 4.75% | 6 |
|
|
2021
Q4 | $26.4M | Buy |
466,310
+73,015
| +19% | +$4.06M | 5.05% | 6 |
|
|
2021
Q3 | $20.7M | Buy |
393,295
+46,810
| +14% | +$2.52M | 4.77% | 6 |
|
|
2021
Q2 | $18.6M | Buy |
346,485
+70,050
| +25% | +$3.78M | 4.53% | 7 |
|
|
2021
Q1 | $14.4M | Buy |
+276,435
| New | +$13.8M | 4.18% | 6 |
|
|
2020
Q4 | – | Sell |
-217,770
| Closed | -$8.07M | – | 162 |
|
|
2020
Q3 | $8.07M | Buy |
217,770
+12,410
| +6% | +$464K | 3.29% | 9 |
|
|
2020
Q2 | $7.3M | Sell |
205,360
-34,905
| -15% | -$1.16M | 3.31% | 9 |
|
|
2020
Q1 | $6.91M | Buy |
240,265
+66,595
| +38% | +$2.48M | 4.41% | 5 |
|
|
2019
Q4 | $7.15M | Buy |
173,670
+10,415
| +6% | +$413K | 4.51% | 6 |
|
|
2019
Q3 | $6.31M | Buy |
163,255
+9,765
| +6% | +$375K | 4.38% | 5 |
|
|
2019
Q2 | $5.96M | Sell |
153,490
-1,575
| -1% | -$60.4K | 4.43% | 5 |
|
|
2019
Q1 | $5.87M | Buy |
155,065
+15,510
| +11% | +$573K | 4.57% | 6 |
|
|
2018
Q4 | $4.63M | Buy |
139,555
+5,530
| +4% | +$202K | 3.98% | 7 |
|
|
2018
Q3 | $5.4M | Buy |
134,025
+9,260
| +7% | +$372K | 4.62% | 6 |
|
|
2018
Q2 | $4.86M | Buy |
124,765
+3,155
| +3% | +$122K | 4.79% | 6 |
|
|
2018
Q1 | $4.56M | Buy |
121,610
+1,970
| +2% | +$75.4K | 4.61% | 7 |
|
|
2017
Q4 | $4.54M | Buy |
+119,640
| New | +$4.42M | 4.6% | 7 |
|
Other funds holding IJH
PDS Planning's IJH Position: Q1 2026 in Review
PDS Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, buying an estimated $171K and bringing the position to 231,155 shares worth $15.6M. The position accounts for 1.03% of the portfolio, ranked #19.
PDS Planning first reported a position in IJH in Q4 2017 and has held it in 33 quarters since. The position peaked at $50.8M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- PDS Planning held 231,155 shares of iShares Core S&P Mid-Cap ETF worth $15.6M as of Q1 2026.
- PDS Planning bought 2,468 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $171K.
- iShares Core S&P Mid-Cap ETF made up 1.03% of PDS Planning's portfolio in Q1 2026, its #19 holding.
- PDS Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
- PDS Planning's iShares Core S&P Mid-Cap ETF position peaked at $50.8M in Q1 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.