Planned Solutions
IJH icon

Planned Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Planned Solutions’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
Q3 		$798K Buy
11,096
+25
+0.2% +$1.89K 0.22% 51
2026
Q2 		$854K Buy
11,071
+19
+0.2% +$1.39K 0.24% 51
2026
Q1 		$746K Buy
11,052
+19
+0.2% +$1.32K 0.24% 48
2025
Q4 		$728K Buy
11,033
+39
+0.4% +$2.56K 0.23% 49
2025
Q3 		$717K Buy
10,994
+25
+0.2% +$1.61K 0.25% 49
2025
Q2 		$680K Buy
10,969
+24
+0.2% +$1.41K 0.26% 48
2025
Q1 		$639K Buy
10,945
+22
+0.2% +$1.37K 0.26% 45
2024
Q4 		$681K Buy
10,923
+33
+0.3% +$2.12K 0.27% 42
2024
Q3 		$679K Buy
10,890
+29
+0.3% +$1.75K 0.27% 39
2024
Q2 		$636K Buy
10,861
+22
+0.2% +$1.29K 0.31% 38
2024
Q1 		$658K Buy
10,839
+19
+0.2% +$1.08K 0.32% 37
2023
Q4 		$600K Buy
10,820
+70
+0.7% +$3.55K 0.28% 39
2023
Q3 		$536K Hold
10,750
– – 0.32% 38
2023
Q2 		$562K Buy
10,750
+20
+0.2% +$994 0.33% 36
2023
Q1 		$537K Buy
10,730
+30
+0.3% +$1.53K 0.34% 37
2022
Q4 		$518K Buy
10,700
+75
+0.7% +$3.62K 0.38% 35
2022
Q3 		$466K Hold
10,625
– – 0.39% 33
2022
Q2 		$481K Buy
10,625
+25
+0.2% +$1.23K 0.45% 32
2022
Q1 		$569K Sell
10,600
-2,360
-18% -$126K 0.4% 30
2021
Q4 		$734K Buy
+12,960
New +$721K 0.49% 27
2021
Q2 		$694K Buy
12,905
+3,200
+33% +$173K 0.48% 24
2021
Q1 		$505K Sell
9,705
-905
-9% -$45.2K 0.39% 30
2020
Q4 		$488K Sell
10,610
-75
-0.7% -$3.16K 0.39% 27
2020
Q3 		$396K Buy
+10,685
New +$399K 0.39% 27

Other funds holding IJH

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Planned Solutions's IJH Position: Q3 2026 in Review

Planned Solutions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q3 2026, buying an estimated $1.89K and bringing the position to 11,096 shares worth $798K. The position accounts for 0.22% of the portfolio, ranked #51.

Planned Solutions first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. The position peaked at $854K in Q2 2026. 1,542 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Planned Solutions held 11,096 shares of iShares Core S&P Mid-Cap ETF worth $798K as of Q3 2026.
  • Planned Solutions bought 25 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.89K.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of Planned Solutions's portfolio in Q3 2026, its #51 holding.
  • Planned Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's iShares Core S&P Mid-Cap ETF position peaked at $854K in Q2 2026.
  • 1,542 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.