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

Peak 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	$368K	Sell	4,777 -115	-2%	-$8.44K	0.08%	91
2026 Q1	$330K	Sell	4,892 -272	-5%	-$18.9K	0.09%	90
2025 Q4	$341K	Sell	5,164 -2,193	-30%	-$144K	0.1%	93
2025 Q3	$480K	Sell	7,357 -2,967	-29%	-$191K	0.25%	54
2025 Q2	$640K	Sell	10,324 -4,283	-29%	-$251K	0.41%	34
2025 Q1	$852K	Sell	14,607 -866	-6%	-$53.8K	0.36%	46
2024 Q4	$964K	Sell	15,473 -987	-6%	-$63.3K	0.4%	45
2024 Q3	$1.03M	Sell	16,460 -431	-3%	-$26K	0.45%	43
2024 Q2	$988K	Buy	+16,891	New	+$992K	0.49%	44

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

Peak Planning Group's IJH Position: Q2 2026 in Review

Peak Planning Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, selling an estimated $8.44K and leaving 4,777 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #91.

Peak Planning Group first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2024. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Peak Planning Group held 4,777 shares of iShares Core S&P Mid-Cap ETF worth $368K as of Q2 2026.
Peak Planning Group sold 115 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.44K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Peak Planning Group's portfolio in Q2 2026, its #91 holding.
Peak Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's iShares Core S&P Mid-Cap ETF position peaked at $1.03M in Q3 2024.
2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.