Prosperity Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Prosperity Planning’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	$577K	Sell	7,486 -68	-0.9%	-$4.99K	0.13%	78
2026 Q1	$510K	Sell	7,554 -1,265	-14%	-$87.8K	0.13%	76
2025 Q4	$582K	Hold	8,819	–	–	0.15%	73
2025 Q3	$576K	Sell	8,819 -89	-1%	-$5.72K	0.16%	70
2025 Q2	$552K	Hold	8,908	–	–	0.16%	72
2025 Q1	$520K	Hold	8,908	–	–	0.16%	71
2024 Q4	$555K	Sell	8,908 -134	-1%	-$8.59K	0.18%	70
2024 Q3	$563K	Sell	9,042 -42	-0.5%	-$2.53K	0.18%	71
2024 Q2	$532K	Hold	9,084	–	–	0.18%	69
2024 Q1	$552K	Buy	9,084 +214	+2%	+$12.1K	0.19%	65
2023 Q4	$492K	Sell	8,870 -685	-7%	-$34.7K	0.18%	65
2023 Q3	$476K	Buy	9,555 +635	+7%	+$33.3K	0.2%	67
2023 Q2	$466K	Hold	8,920	–	–	0.19%	66
2023 Q1	$446K	Buy	+8,920	New	+$454K	0.19%	66
2022 Q4	–	Sell	-8,970	Closed	-$393K	–	81
2022 Q3	$393K	Buy	8,970 +20	+0.2%	+$967	0.21%	65
2022 Q2	$405K	Hold	8,950	–	–	0.21%	60
2022 Q1	$481K	Hold	8,950	–	–	0.24%	56
2021 Q4	$507K	Hold	8,950	–	–	0.26%	54
2021 Q3	$471K	Sell	8,950 -5	-0.1%	-$269	0.26%	54
2021 Q2	$481K	Sell	8,955 -35	-0.4%	-$1.89K	0.3%	49
2021 Q1	$468K	Sell	8,990 -25	-0.3%	-$1.25K	0.33%	48
2020 Q4	$414K	Buy	+9,015	New	+$380K	0.35%	46

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Prosperity Planning's IJH Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.9% in Q2 2026, selling an estimated $4.99K and leaving 7,486 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #78.

Prosperity Planning first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $582K in Q4 2025. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Prosperity Planning held 7,486 shares of iShares Core S&P Mid-Cap ETF worth $577K as of Q2 2026.
Prosperity Planning sold 68 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.99K.
iShares Core S&P Mid-Cap ETF made up 0.13% of Prosperity Planning's portfolio in Q2 2026, its #78 holding.
Prosperity Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Prosperity Planning's iShares Core S&P Mid-Cap ETF position peaked at $582K in Q4 2025.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.