Planning Alternatives’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Planning Alternatives’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	$87.8M	Buy	1,299,753 +26,648	+2%	+$1.85M	11.33%	2
2025 Q4	$84M	Buy	1,273,105 +4,541	+0.4%	+$297K	10.58%	2
2025 Q3	$82.8M	Buy	1,268,564 +7,191	+0.6%	+$462K	10.63%	2
2025 Q2	$78.2M	Buy	1,261,373 +22,208	+2%	+$1.3M	10.89%	2
2025 Q1	$72.3M	Buy	1,239,165 +48,397	+4%	+$3.01M	11.09%	2
2024 Q4	$74.2M	Buy	1,190,768 +14,414	+1%	+$924K	11.41%	2
2024 Q3	$73.3M	Buy	1,176,354 +3,826	+0.3%	+$231K	11.16%	2
2024 Q2	$68.6M	Buy	1,172,528 +10,650	+0.9%	+$626K	11.11%	2
2024 Q1	$70.6M	Sell	1,161,878 -2,982	-0.3%	-$169K	11.6%	2
2023 Q4	$64.6M	Buy	1,164,860 +2,670	+0.2%	+$135K	11.31%	3
2023 Q3	$58M	Sell	1,162,190 -8,395	-0.7%	-$440K	11.23%	3
2023 Q2	$61.2M	Buy	1,170,585 +10,680	+0.9%	+$531K	11.26%	3
2023 Q1	$58M	Buy	1,159,905 +4,015	+0.3%	+$205K	11.29%	3
2022 Q4	$55.9M	Sell	1,155,890 -23,805	-2%	-$1.15M	10.18%	3
2022 Q3	$51.7M	Buy	1,179,695 +31,420	+3%	+$1.52M	10.78%	3
2022 Q2	$52M	Buy	1,148,275 +21,615	+2%	+$1.07M	9.79%	3
2022 Q1	$60.5M	Buy	1,126,660 +22,625	+2%	+$1.2M	9.66%	3
2021 Q4	$62.5M	Buy	1,104,035 +3,470	+0.3%	+$193K	9.64%	3
2021 Q3	$57.9M	Buy	1,100,565 +22,125	+2%	+$1.19M	9.54%	3
2021 Q2	$58M	Buy	1,078,440 +54,465	+5%	+$2.94M	9.47%	3
2021 Q1	$53.3M	Sell	1,023,975 -11,560	-1%	-$577K	8.88%	3
2020 Q4	$47.6M	Buy	1,035,535 +62,710	+6%	+$2.64M	8.44%	4
2020 Q3	$36.1M	Buy	972,825 +281,515	+41%	+$10.5M	6.77%	5
2020 Q2	$24.6M	Buy	691,310 +58,630	+9%	+$1.95M	4.98%	8
2020 Q1	$18.2M	Buy	632,680 +47,380	+8%	+$1.76M	4.23%	8
2019 Q4	$24.1M	Buy	585,300 +29,580	+5%	+$1.17M	4.2%	8
2019 Q3	$21.5M	Sell	555,720 -6,710	-1%	-$258K	3.93%	7
2019 Q2	$21.9M	Sell	562,430 -20,570	-4%	-$788K	3.99%	7
2019 Q1	$22.1M	Sell	583,000 -38,100	-6%	-$1.41M	4.04%	7
2018 Q4	$20.6M	Sell	621,100 -12,050	-2%	-$440K	4.31%	7
2018 Q3	$25.5M	Sell	633,150 -460	-0.1%	-$18.5K	4.36%	7
2018 Q2	$24.7M	Buy	633,610 +3,185	+0.5%	+$123K	4.39%	7
2018 Q1	$23.6M	Buy	630,425 +23,745	+4%	+$908K	4.3%	7
2017 Q4	$23M	Sell	606,680 -2,500	-0.4%	-$92.4K	4.11%	7
2017 Q3	$21.8M	Sell	609,180 -4,740	-0.8%	-$165K	4.05%	7
2017 Q2	$21.4M	Buy	613,920 +2,750	+0.4%	+$94.9K	4.08%	7
2017 Q1	$20.9M	Buy	611,170 +7,610	+1%	+$259K	4.06%	7
2016 Q4	$20M	Sell	603,560 -4,625	-0.8%	-$147K	4.12%	7
2016 Q3	$18.8M	Sell	608,185 -13,350	-2%	-$413K	4.03%	8
2016 Q2	$18.6M	Buy	621,535 +2,915	+0.5%	+$85.5K	4.04%	8
2016 Q1	$17.8M	Buy	618,620 +26,240	+4%	+$701K	3.94%	8
2015 Q4	$16.5M	Sell	592,380 -30,680	-5%	-$877K	3.84%	9
2015 Q3	$17M	Sell	623,060 -422,160	-40%	-$12.3M	4.18%	9
2015 Q2	$31.4M	Buy	1,045,220 +20,195	+2%	+$616K	6.61%	5
2015 Q1	$31.2M	Buy	1,025,025 +28,260	+3%	+$836K	7.07%	5
2014 Q4	$28.9M	Buy	996,765 +281,595	+39%	+$7.91M	6.2%	5
2014 Q3	$19.6M	Buy	715,170 +62,295	+10%	+$1.76M	4.81%	7
2014 Q2	$18.7M	Buy	652,875 +367,090	+128%	+$10.1M	4.62%	8
2014 Q1	$7.86M	Buy	285,785 +66,795	+31%	+$1.8M	2.3%	11
2013 Q4	$5.86M	Buy	218,990 +7,775	+4%	+$201K	1.79%	10
2013 Q3	$5.24M	Buy	211,215 +4,325	+2%	+$106K	2.44%	6
2013 Q2	$4.78M	Buy	+206,890	New	+$4.8M	2.73%	7