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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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Platt Investment Counsel's IJH Position: Q2 2026 in Review

Platt Investment Counsel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q2 2026, buying an estimated $19.9K and bringing the position to 286,085 shares worth $22.1M. The position accounts for 14.78% of the portfolio, ranked #3.

Platt Investment Counsel first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Platt Investment Counsel held 286,085 shares of iShares Core S&P Mid-Cap ETF worth $22.1M as of Q2 2026.
  • Platt Investment Counsel bought 271 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.9K.
  • iShares Core S&P Mid-Cap ETF made up 14.78% of Platt Investment Counsel's portfolio in Q2 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 23 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Platt Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.