Platt Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Platt Investment Counsel’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 Q3	$20.4M	Sell	283,339 -2,746	-1%	-$207K	14.03%	3
2026 Q2	$22.1M	Buy	286,085 +271	+0.1%	+$19.9K	14.78%	3
2026 Q1	$19.3M	Buy	285,814 +9,586	+3%	+$665K	14.86%	3
2025 Q4	$18.2M	Buy	276,228 +2,223	+0.8%	+$146K	13.47%	3
2025 Q3	$17.9M	Buy	274,005 +30,628	+13%	+$1.97M	14.08%	3
2025 Q2	$15.1M	Sell	243,377 -2,942	-1%	-$173K	14.34%	4
2025 Q1	$14.4M	Buy	246,319 +10,577	+4%	+$657K	14.18%	3
2024 Q4	$14.7M	Sell	235,742 -4,843	-2%	-$311K	14.02%	4
2024 Q3	$15M	Buy	240,585 +1,902	+0.8%	+$115K	13.31%	4
2024 Q2	$14M	Buy	238,683 +6,881	+3%	+$404K	13.43%	4
2024 Q1	$14.1M	Sell	231,802 -578	-0.2%	-$32.7K	13.42%	4
2023 Q4	$12.9M	Sell	232,380 -35,165	-13%	-$1.78M	13.35%	5
2023 Q3	$13.3M	Sell	267,545 -1,350	-0.5%	-$70.7K	15.92%	4
2023 Q2	$14.1M	Buy	268,895 +22,100	+9%	+$1.1M	15.95%	4
2023 Q1	$12.3M	Buy	246,795 +4,195	+2%	+$214K	16.5%	2
2022 Q4	$11.7M	Buy	242,600 +38,480	+19%	+$1.86M	16.68%	2
2022 Q3	$8.95M	Sell	204,120 -13,975	-6%	-$676K	13%	2
2022 Q2	$9.87M	Sell	218,095 -94,345	-30%	-$4.66M	13.41%	3
2022 Q1	$16.8M	Sell	312,440 -6,265	-2%	-$334K	15.59%	4
2021 Q4	$18M	Sell	318,705 -3,340	-1%	-$186K	15.39%	3
2021 Q3	$16.9M	Buy	322,045 +3,505	+1%	+$189K	15.04%	3
2021 Q2	$17.1M	Sell	318,540 -8,510	-3%	-$459K	14.72%	3
2021 Q1	$17M	Buy	327,050 +4,335	+1%	+$216K	15.23%	2
2020 Q4	$14.8M	Buy	+322,715	New	+$13.6M	14.05%	2

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Platt Investment Counsel's IJH Position: Q3 2026 in Review

Platt Investment Counsel reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.96% in Q3 2026, selling an estimated $207K and leaving 283,339 shares worth $20.4M. The position accounts for 14.03% of the portfolio, ranked #3.

Platt Investment Counsel first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $22.1M in Q2 2026. 113 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Platt Investment Counsel held 283,339 shares of iShares Core S&P Mid-Cap ETF worth $20.4M as of Q3 2026.
Platt Investment Counsel sold 2,746 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $207K.
iShares Core S&P Mid-Cap ETF made up 14.03% of Platt Investment Counsel's portfolio in Q3 2026, its #3 holding.
Platt Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Platt Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $22.1M in Q2 2026.
113 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Platt Investment Counsel's 13F filing for Q3 2026, filed 7 Oct 2026.