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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
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

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

Planned Solutions's IJH Position: Q2 2026 in Review

Planned Solutions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q2 2026, buying an estimated $1.39K and bringing the position to 11,071 shares worth $854K. The position accounts for 0.24% of the portfolio, ranked #51.

Planned Solutions first reported a position in IJH in Q3 2020 and has held it in 23 quarters since. 918 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Planned Solutions held 11,071 shares of iShares Core S&P Mid-Cap ETF worth $854K as of Q2 2026.
  • Planned Solutions bought 19 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.39K.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Planned Solutions's portfolio in Q2 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 23 quarters since.
  • 918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.