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

Peak Retirement 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 Q2	$212K	Buy	+2,747	New	+$202K	0.03%	176

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 Retirement Planning's IJH Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,747 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings.

2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Peak Retirement Planning held 2,747 shares of iShares Core S&P Mid-Cap ETF worth $212K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Peak Retirement Planning position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #176 holding.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.