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

Planning Directions’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	$292K	Buy	3,786 +453	+14%	+$33.2K	0.14%	86
2026 Q1	$225K	Buy	+3,333	New	+$231K	0.11%	92
2025 Q1	–	Sell	-4,969	Closed	-$310K	–	118
2024 Q4	$310K	Sell	4,969 -455	-8%	-$29.2K	0.18%	64
2024 Q3	$338K	Buy	5,424 +21	+0.4%	+$1.27K	0.2%	57
2024 Q2	$316K	Sell	5,403 -692	-11%	-$40.7K	0.22%	59
2024 Q1	$370K	Buy	6,095 +375	+7%	+$21.2K	0.26%	51
2023 Q4	$317K	Sell	5,720 -585	-9%	-$29.7K	0.23%	52
2023 Q3	$315K	Sell	6,305 -40	-0.6%	-$2.1K	0.24%	46
2023 Q2	$332K	Buy	6,345 +20	+0.3%	+$994	0.24%	48
2023 Q1	$317K	Sell	6,325 -90	-1%	-$4.58K	0.24%	47
2022 Q4	$310K	Sell	6,415 -30	-0.5%	-$1.45K	0.24%	51
2022 Q3	$283K	Buy	6,445 +825	+15%	+$39.9K	0.23%	48
2022 Q2	$254K	Buy	5,620 +50	+0.9%	+$2.47K	0.19%	54
2022 Q1	$299K	Buy	5,570 +20	+0.4%	+$1.06K	0.21%	55
2021 Q4	$314K	Buy	5,550 +335	+6%	+$18.6K	0.21%	56
2021 Q3	$274K	Buy	5,215 +125	+2%	+$6.72K	0.2%	57
2021 Q2	$274K	Sell	5,090 -135	-3%	-$7.29K	0.2%	57
2021 Q1	$272K	Sell	5,225 -335	-6%	-$16.7K	0.21%	52
2020 Q4	$256K	Sell	5,560 -225	-4%	-$9.48K	0.21%	55
2020 Q3	$214K	Sell	5,785 -410	-7%	-$15.3K	0.19%	55
2020 Q2	$220K	Buy	+6,195	New	+$206K	0.21%	56
2020 Q1	–	Sell	-6,750	Closed	-$278K	–	72
2019 Q4	$278K	Sell	6,750 -630	-9%	-$25K	0.26%	45
2019 Q3	$285K	Buy	7,380 +30	+0.4%	+$1.15K	0.27%	42
2019 Q2	$285K	Sell	7,350 -70	-0.9%	-$2.68K	0.29%	46
2019 Q1	$281K	Buy	+7,420	New	+$274K	0.33%	43
2018 Q4	–	Sell	-5,875	Closed	-$237K	–	52
2018 Q3	$237K	Buy	+5,875	New	+$236K	0.22%	47

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Planning Directions's IJH Position: Q2 2026 in Review

Planning Directions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, buying an estimated $33.2K and bringing the position to 3,786 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #86.

Planning Directions first reported a position in IJH in Q3 2018 and has held it in 26 quarters since. The position peaked at $370K in Q1 2024. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Planning Directions held 3,786 shares of iShares Core S&P Mid-Cap ETF worth $292K as of Q2 2026.
Planning Directions bought 453 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $33.2K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Planning Directions's portfolio in Q2 2026, its #86 holding.
Planning Directions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 26 quarters since.
Planning Directions's iShares Core S&P Mid-Cap ETF position peaked at $370K in Q1 2024.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.