Plum Street 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
Q1
$405K Hold
5,997
0.14% 81
2025
Q4
$396K Sell
5,997
-14
-0.2% -$917 0.14% 77
2025
Q3
$392K Buy
6,011
+20
+0.3% +$1.28K 0.15% 76
2025
Q2
$372K Hold
5,991
0.16% 71
2025
Q1
$350K Hold
5,991
0.17% 71
2024
Q4
$373K Hold
5,991
0.18% 67
2024
Q3
$373K Hold
5,991
0.19% 67
2024
Q2
$351K Hold
5,991
0.2% 59
2024
Q1
$373K Buy
5,991
+1
+0% +$57 0.19% 67
2023
Q4
$332K Buy
+5,990
New +$304K 0.22% 54

Other funds holding IJH

Plum Street Advisors's IJH Position: Q1 2026 in Review

Plum Street Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 5,997 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #81.

Plum Street Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Plum Street Advisors held 5,997 shares of iShares Core S&P Mid-Cap ETF worth $405K as of Q1 2026.
  • Plum Street Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Plum Street Advisors's portfolio in Q1 2026, its #81 holding.
  • Plum Street Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.