Phillips Wealth Planners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Phillips Wealth Planners’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	$448K	Sell	5,938 -284	-5%	-$20.8K	0.33%	95
2026 Q1	$459K	Buy	6,222 +208	+3%	+$14.4K	0.35%	93
2025 Q4	$423K	Sell	6,014 -863	-13%	-$56.5K	0.34%	95
2025 Q3	$453K	Buy	6,877 +72	+1%	+$4.63K	0.38%	83
2025 Q2	$432K	Buy	6,805 +106	+2%	+$6.22K	0.39%	83
2025 Q1	$364K	Buy	6,699 +308	+5%	+$19.1K	0.38%	85
2024 Q4	$396K	Buy	6,391 +34	+0.5%	+$2.18K	0.4%	79
2024 Q3	$406K	Buy	6,357 +1,379	+28%	+$83.2K	0.39%	88
2024 Q2	$291K	Buy	4,978 +55	+1%	+$3.23K	0.31%	122
2024 Q1	$281K	Buy	+4,923	New	+$279K	0.32%	123

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

Phillips Wealth Planners's IJH Position: Q2 2026 in Review

Phillips Wealth Planners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, selling an estimated $20.8K and leaving 5,938 shares worth $448K. The position accounts for 0.33% of the portfolio, ranked #95.

Phillips Wealth Planners first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $459K in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Phillips Wealth Planners held 5,938 shares of iShares Core S&P Mid-Cap ETF worth $448K as of Q2 2026.
Phillips Wealth Planners sold 284 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.8K.
iShares Core S&P Mid-Cap ETF made up 0.33% of Phillips Wealth Planners's portfolio in Q2 2026, its #95 holding.
Phillips Wealth Planners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Phillips Wealth Planners's iShares Core S&P Mid-Cap ETF position peaked at $459K in Q1 2026.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.