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Plancorp LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Plancorp LLC’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 		$401K Sell
5,326
-4,774
-47% -$350K 0.01% 285
2026
Q1 		$712K Sell
10,100
-5,308
-34% -$368K 0.02% 185
2025
Q4 		$1.02M Buy
15,408
+3
+0% +$197 0.03% 154
2025
Q3 		$1.01M Sell
15,405
-553
-3% -$35.5K 0.03% 156
2025
Q2 		$990K Buy
15,958
+4,834
+43% +$284K 0.03% 153
2025
Q1 		$649K Sell
11,124
-496
-4% -$30.8K 0.03% 178
2024
Q4 		$724K Sell
11,620
-296
-2% -$19K 0.03% 155
2024
Q3 		$743K Sell
11,916
-609
-5% -$36.7K 0.03% 155
2024
Q2 		$733K Buy
12,525
+302
+2% +$17.7K 0.03% 148
2024
Q1 		$742K Buy
12,223
+53
+0.4% +$3K 0.03% 145
2023
Q4 		$674K Hold
12,170
– – 0.03% 139
2023
Q3 		$607K Hold
12,170
– – 0.03% 140
2023
Q2 		$636K Hold
12,170
– – 0.03% 134
2023
Q1 		$609K Hold
12,170
– – 0.03% 140
2022
Q4 		$589K Hold
12,170
– – 0.03% 135
2022
Q3 		$534K Buy
12,170
+525
+5% +$25.4K 0.04% 139
2022
Q2 		$527K Buy
11,645
+1,195
+11% +$59K 0.03% 144
2022
Q1 		$561K Sell
10,450
-80
-0.8% -$4.26K 0.04% 143
2021
Q4 		$596K Hold
10,530
– – 0.04% 132
2021
Q3 		$554K Buy
10,530
+315
+3% +$16.9K 0.04% 128
2021
Q2 		$549K Buy
10,215
+1,080
+12% +$58.3K 0.04% 123
2021
Q1 		$476K Hold
9,135
– – 0.1% 125
2020
Q4 		$420K Hold
9,135
– – 0.1% 128
2020
Q3 		$339K Sell
9,135
-400
-4% -$15K 0.1% 127
2020
Q2 		$339K Sell
9,535
-140
-1% -$4.65K 0.1% 126
2020
Q1 		$278K Sell
9,675
-16,690
-63% -$621K 0.11% 131
2019
Q4 		$1.08M Buy
26,365
+120
+0.5% +$4.76K 0.33% 58
2019
Q3 		$1.01M Hold
26,245
– – 0.39% 48
2019
Q2 		$1.02M Hold
26,245
– – 0.4% 48
2019
Q1 		$994K Hold
26,245
– – 0.38% 60
2018
Q4 		$872K Hold
26,245
– – 0.4% 60
2018
Q3 		$1.06M Hold
26,245
– – 0.42% 53
2018
Q2 		$1.02M Hold
26,245
– – 0.41% 54
2018
Q1 		$983K Hold
26,245
– – 0.31% 56
2017
Q4 		$996K Sell
26,245
-730
-3% -$27K 0.32% 56
2017
Q3 		$964K Hold
26,975
– – 0.28% 56
2017
Q2 		$938K Hold
26,975
– – 0.28% 59
2017
Q1 		$924K Buy
26,975
+2,105
+8% +$71.6K 0.27% 59
2016
Q4 		$823K Buy
+24,870
New +$789K 0.23% 60
2016
Q1 		– Sell
-15,125
Closed -$421K – 61
2015
Q4 		$421K Hold
15,125
– – 0.5% 48
2015
Q3 		$413K Hold
15,125
– – 0.37% 59
2015
Q2 		$454K Buy
+15,125
New +$461K 0.42% 44

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Plancorp LLC's IJH Position: Q2 2026 in Review

Plancorp LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 47% in Q2 2026, selling an estimated $350K and leaving 5,326 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #285.

Plancorp LLC first reported a position in IJH in Q2 2015 and has held it in 42 quarters since. The position peaked at $1.08M in Q4 2019. 917 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Plancorp LLC held 5,326 shares of iShares Core S&P Mid-Cap ETF worth $401K as of Q2 2026.
  • Plancorp LLC sold 4,774 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $350K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #285 holding.
  • Plancorp LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 42 quarters since.
  • Plancorp LLC's iShares Core S&P Mid-Cap ETF position peaked at $1.08M in Q4 2019.
  • 917 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.