Plante Moran Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.06M | Sell |
13,699
-1,046
| -7% | -$76.7K | 0.05% | 48 |
|
|
2026
Q1 | $996K | Sell |
14,745
-5,319
| -27% | -$369K | 0.06% | 45 |
|
|
2025
Q4 | $1.32M | Buy |
20,064
+5,325
| +36% | +$349K | 0.08% | 36 |
|
|
2025
Q3 | $962K | Buy |
14,739
+1,943
| +15% | +$125K | 0.06% | 46 |
|
|
2025
Q2 | $794K | Buy |
12,796
+3,228
| +34% | +$189K | 0.06% | 56 |
|
|
2025
Q1 | $558K | Sell |
9,568
-3,302
| -26% | -$205K | 0.05% | 73 |
|
|
2024
Q4 | $802K | Sell |
12,870
-340
| -3% | -$21.8K | 0.07% | 56 |
|
|
2024
Q3 | $823K | Buy |
13,210
+955
| +8% | +$57.6K | 0.07% | 54 |
|
|
2024
Q2 | $717K | Sell |
12,255
-935
| -7% | -$54.9K | 0.07% | 60 |
|
|
2024
Q1 | $801K | Buy |
13,190
+1,925
| +17% | +$109K | 0.09% | 56 |
|
|
2023
Q4 | $624K | Buy |
11,265
+2,425
| +27% | +$123K | 0.07% | 71 |
|
|
2023
Q3 | $441K | Sell |
8,840
-3,210
| -27% | -$168K | 0.05% | 86 |
|
|
2023
Q2 | $630K | Sell |
12,050
-6,110
| -34% | -$304K | 0.07% | 67 |
|
|
2023
Q1 | $909K | Sell |
18,160
-240
| -1% | -$12.2K | 0.12% | 46 |
|
|
2022
Q4 | $890K | Sell |
18,400
-90
| -0.5% | -$4.35K | 0.13% | 50 |
|
|
2022
Q3 | $811K | Sell |
18,490
-415
| -2% | -$20.1K | 0.14% | 51 |
|
|
2022
Q2 | $855K | Sell |
18,905
-10
| -0.1% | -$494 | 0.14% | 51 |
|
|
2022
Q1 | $1.01M | Sell |
18,915
-7,095
| -27% | -$378K | 0.19% | 49 |
|
|
2021
Q4 | $1.47M | Buy |
26,010
+1,515
| +6% | +$84.3K | 0.24% | 35 |
|
|
2021
Q3 | $1.29M | Sell |
24,495
-655
| -3% | -$35.2K | 0.29% | 39 |
|
|
2021
Q2 | $1.35M | Buy |
25,150
+105
| +0.4% | +$5.67K | 0.33% | 33 |
|
|
2021
Q1 | $1.3M | Sell |
25,045
-4,580
| -15% | -$229K | 0.36% | 37 |
|
|
2020
Q4 | $1.36M | Buy |
29,625
+2,785
| +10% | +$117K | 0.42% | 32 |
|
|
2020
Q3 | $995K | Sell |
26,840
-3,070
| -10% | -$115K | 0.35% | 42 |
|
|
2020
Q2 | $1.06M | Sell |
29,910
-3,170
| -10% | -$105K | 0.42% | 34 |
|
|
2020
Q1 | $952K | Sell |
33,080
-1,075
| -3% | -$40K | 0.44% | 35 |
|
|
2019
Q4 | $1.41M | Sell |
34,155
-45,730
| -57% | -$1.81M | 0.49% | 27 |
|
|
2019
Q3 | $3.09M | Buy |
79,885
+1,145
| +1% | +$44K | 0.9% | 16 |
|
|
2019
Q2 | $3.06M | Sell |
78,740
-730
| -0.9% | -$28K | 0.94% | 14 |
|
|
2019
Q1 | $3.01M | Buy |
79,470
+1,800
| +2% | +$66.5K | 0.93% | 17 |
|
|
2018
Q4 | $2.58M | Buy |
77,670
+3,040
| +4% | +$111K | 0.9% | 17 |
|
|
2018
Q3 | $3M | Sell |
74,630
-585
| -0.8% | -$23.5K | 0.98% | 16 |
|
|
2018
Q2 | $2.93M | Sell |
75,215
-485
| -0.6% | -$18.7K | 1.49% | 11 |
|
|
2018
Q1 | $2.84M | Buy |
75,700
+1,380
| +2% | +$52.8K | 1.54% | 10 |
|
|
2017
Q4 | $2.82M | Sell |
74,320
-2,035
| -3% | -$75.3K | 1.56% | 11 |
|
|
2017
Q3 | $2.73M | Buy |
76,355
+10,655
| +16% | +$371K | 1.62% | 10 |
|
|
2017
Q2 | $2.29M | Sell |
65,700
-1,125
| -2% | -$38.8K | 1.43% | 11 |
|
|
2017
Q1 | $2.29M | Hold |
66,825
| – | – | 1.38% | 10 |
|
|
2016
Q4 | $2.21M | Sell |
66,825
-320
| -0.5% | -$10.1K | 1.38% | 12 |
|
|
2016
Q3 | $2.08M | Buy |
67,145
+3,355
| +5% | +$104K | 1.4% | 11 |
|
|
2016
Q2 | $1.91M | Buy |
63,790
+3,600
| +6% | +$106K | 1.38% | 12 |
|
|
2016
Q1 | $1.74M | Sell |
60,190
-9,555
| -14% | -$255K | 1.34% | 14 |
|
|
2015
Q4 | $1.94M | Buy |
69,745
+2,820
| +4% | +$80.6K | 1.46% | 10 |
|
|
2015
Q3 | $1.83M | Buy |
66,925
+7,025
| +12% | +$204K | 1.44% | 11 |
|
|
2015
Q2 | $1.8M | Hold |
59,900
| – | – | 1.28% | 14 |
|
|
2015
Q1 | $1.82M | Buy |
59,900
+4,110
| +7% | +$122K | 1.27% | 13 |
|
|
2014
Q4 | $1.62M | Hold |
55,790
| – | – | 1.19% | 15 |
|
|
2014
Q3 | $1.53M | Buy |
55,790
+1,430
| +3% | +$40.3K | 1.33% | 15 |
|
|
2014
Q2 | $1.56M | Sell |
54,360
-805
| -1% | -$22.1K | 1.39% | 17 |
|
|
2014
Q1 | $1.52M | Buy |
55,165
+805
| +1% | +$21.7K | 1.65% | 17 |
|
|
2013
Q4 | $1.46M | Sell |
54,360
-12,615
| -19% | -$326K | 0.82% | 20 |
|
|
2013
Q3 | $1.66M | Buy |
66,975
+51,985
| +347% | +$1.27M | 1.02% | 14 |
|
|
2013
Q2 | $346K | Buy |
+14,990
| New | +$348K | 0.26% | 47 |
|
Other funds holding IJH
Plante Moran Financial Advisors's IJH Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q2 2026, selling an estimated $76.7K and leaving 13,699 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #48.
Plante Moran Financial Advisors first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.09M in Q3 2019. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Plante Moran Financial Advisors held 13,699 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q2 2026.
- Plante Moran Financial Advisors sold 1,046 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $76.7K.
- iShares Core S&P Mid-Cap ETF made up 0.05% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #48 holding.
- Plante Moran Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.09M in Q3 2019.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.