Platform Technology Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Platform Technology Partners’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	$584K	Sell	7,572 -6	-0.1%	-$440	0.1%	168
2026 Q1	$512K	Buy	7,578 +442	+6%	+$30.7K	0.1%	161
2025 Q4	$471K	Sell	7,136 -47	-0.7%	-$3.08K	0.1%	163
2025 Q3	$469K	Buy	7,183 +1	+0%	+$64	0.11%	155
2025 Q2	$445K	Buy	+7,182	New	+$422K	0.12%	160

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 22.9% 1-Year Est. Return

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

Platform Technology Partners's IJH Position: Q2 2026 in Review

Platform Technology Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q2 2026, selling an estimated $440 and leaving 7,572 shares worth $584K. The position accounts for 0.1% of the portfolio, ranked #168.

Platform Technology Partners first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,750 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Platform Technology Partners held 7,572 shares of iShares Core S&P Mid-Cap ETF worth $584K as of Q2 2026.
Platform Technology Partners sold 6 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $440.
iShares Core S&P Mid-Cap ETF made up 0.1% of Platform Technology Partners's portfolio in Q2 2026, its #168 holding.
Platform Technology Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,750 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.