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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phillips Wealth Planners's IJH Position: Q1 2026 in Review

Phillips Wealth Planners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, buying an estimated $14.4K and bringing the position to 6,222 shares worth $459K. The position accounts for 0.35% of the portfolio, ranked #93.

Phillips Wealth Planners first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Phillips Wealth Planners held 6,222 shares of iShares Core S&P Mid-Cap ETF worth $459K as of Q1 2026.
  • Phillips Wealth Planners bought 208 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $14.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.35% of Phillips Wealth Planners's portfolio in Q1 2026, its #93 holding.
  • Phillips Wealth Planners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.