Retirement Planning Group (Kansas)’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
Q2 | $1.53M | Buy |
19,854
+5
| +0% | +$367 | 0.04% | 184 |
|
|
2026
Q1 | $1.34M | Buy |
19,849
+4,167
| +27% | +$289K | 0.04% | 179 |
|
|
2025
Q4 | $1.04M | Sell |
15,682
-1,814
| -10% | -$119K | 0.03% | 186 |
|
|
2025
Q3 | $1.14M | Buy |
17,496
+2,362
| +16% | +$152K | 0.04% | 171 |
|
|
2025
Q2 | $939K | Sell |
15,134
-242
| -2% | -$14.2K | 0.04% | 151 |
|
|
2025
Q1 | $897K | Sell |
15,376
-114
| -0.7% | -$7.08K | 0.04% | 144 |
|
|
2024
Q4 | $965K | Buy |
15,490
+399
| +3% | +$25.6K | 0.05% | 128 |
|
|
2024
Q3 | $940K | Sell |
15,091
-2,014
| -12% | -$121K | 0.05% | 127 |
|
|
2024
Q2 | $1M | Sell |
17,105
-1,240
| -7% | -$72.8K | 0.06% | 102 |
|
|
2024
Q1 | $1.11M | Hold |
18,345
| – | – | 0.09% | 91 |
|
|
2023
Q4 | $1.02M | Buy |
18,345
+2,605
| +17% | +$132K | 0.09% | 76 |
|
|
2023
Q3 | $785K | Buy |
15,740
+200
| +1% | +$10.5K | 0.08% | 70 |
|
|
2023
Q2 | $813K | Hold |
15,540
| – | – | 0.08% | 71 |
|
|
2023
Q1 | $777K | Hold |
15,540
| – | – | 0.08% | 65 |
|
|
2022
Q4 | $752K | Sell |
15,540
-2,040
| -12% | -$98.6K | 0.09% | 69 |
|
|
2022
Q3 | $771K | Hold |
17,580
| – | – | 0.1% | 64 |
|
|
2022
Q2 | $795K | Sell |
17,580
-245
| -1% | -$12.1K | 0.1% | 58 |
|
|
2022
Q1 | $957K | Sell |
17,825
-1,020
| -5% | -$54.3K | 0.1% | 48 |
|
|
2021
Q4 | $1.07M | Sell |
18,845
-725
| -4% | -$40.4K | 0.1% | 40 |
|
|
2021
Q3 | $1.03M | Sell |
19,570
-30
| -0.2% | -$1.61K | 0.12% | 34 |
|
|
2021
Q2 | $1.05M | Sell |
19,600
-180
| -0.9% | -$9.72K | 0.12% | 40 |
|
|
2021
Q1 | $1.03M | Sell |
19,780
-8,975
| -31% | -$448K | 0.14% | 30 |
|
|
2020
Q4 | $1.32M | Sell |
28,755
-220
| -0.8% | -$9.27K | 0.19% | 28 |
|
|
2020
Q3 | $1.07M | Sell |
28,975
-375
| -1% | -$14K | 0.18% | 29 |
|
|
2020
Q2 | $1.04M | Sell |
29,350
-435
| -1% | -$14.4K | 0.19% | 29 |
|
|
2020
Q1 | $857K | Sell |
29,785
-2,470
| -8% | -$91.8K | 0.2% | 27 |
|
|
2019
Q4 | $1.33M | Sell |
32,255
-395
| -1% | -$15.7K | 0.26% | 29 |
|
|
2019
Q3 | $1.26M | Sell |
32,650
-3,160
| -9% | -$121K | 0.27% | 28 |
|
|
2019
Q2 | $1.39M | Sell |
35,810
-115
| -0.3% | -$4.41K | 0.32% | 25 |
|
|
2019
Q1 | $1.36M | Sell |
35,925
-2,030
| -5% | -$75K | 0.33% | 25 |
|
|
2018
Q4 | $1.26M | Sell |
37,955
-855
| -2% | -$31.2K | 0.34% | 28 |
|
|
2018
Q3 | $1.56M | Sell |
38,810
-2,315
| -6% | -$93.1K | 0.4% | 21 |
|
|
2018
Q2 | $1.6M | Sell |
41,125
-3,620
| -8% | -$140K | 0.43% | 21 |
|
|
2018
Q1 | $1.68M | Sell |
44,745
-1,490
| -3% | -$57K | 0.46% | 18 |
|
|
2017
Q4 | $1.75M | Sell |
46,235
-3,085
| -6% | -$114K | 0.48% | 17 |
|
|
2017
Q3 | $1.76M | Sell |
49,320
-1,645
| -3% | -$57.3K | 0.5% | 17 |
|
|
2017
Q2 | $1.77M | Sell |
50,965
-2,445
| -5% | -$84.4K | 0.53% | 16 |
|
|
2017
Q1 | $1.83M | Sell |
53,410
-1,070
| -2% | -$36.4K | 0.56% | 19 |
|
|
2016
Q4 | $1.8M | Buy |
54,480
+420
| +0.8% | +$13.3K | 0.58% | 19 |
|
|
2016
Q3 | $1.67M | Buy |
54,060
+1,065
| +2% | +$32.9K | 0.54% | 20 |
|
|
2016
Q2 | $1.58M | Buy |
52,995
+365
| +0.7% | +$10.7K | 0.54% | 22 |
|
|
2016
Q1 | $1.52M | Buy |
52,630
+130
| +0.2% | +$3.47K | 0.54% | 22 |
|
|
2015
Q4 | $1.46M | Buy |
52,500
+985
| +2% | +$28.1K | 0.54% | 22 |
|
|
2015
Q3 | $1.41M | Sell |
51,515
-1,780
| -3% | -$51.8K | 0.62% | 24 |
|
|
2015
Q2 | $1.6M | Sell |
53,295
-80
| -0.1% | -$2.44K | 0.65% | 25 |
|
|
2015
Q1 | $1.62M | Sell |
53,375
-7,045
| -12% | -$208K | 0.65% | 29 |
|
|
2014
Q4 | $1.75M | Sell |
60,420
-6,505
| -10% | -$183K | 0.54% | 32 |
|
|
2014
Q3 | $1.83M | Sell |
66,925
-30,915
| -32% | -$871K | 0.57% | 28 |
|
|
2014
Q2 | $2.8M | Sell |
97,840
-3,720
| -4% | -$102K | 0.85% | 23 |
|
|
2014
Q1 | $2.79M | Sell |
101,560
-4,255
| -4% | -$114K | 0.9% | 23 |
|
|
2013
Q4 | $2.83M | Sell |
105,815
-74,475
| -41% | -$1.92M | 1.01% | 21 |
|
|
2013
Q3 | $4.48M | Buy |
180,290
+2,815
| +2% | +$68.7K | 1.62% | 17 |
|
|
2013
Q2 | $4.1M | Buy |
+177,475
| New | +$4.12M | 1.69% | 16 |
|
Other funds holding IJH
Retirement Planning Group (Kansas)'s IJH Position: Q2 2026 in Review
Retirement Planning Group (Kansas) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.03% in Q2 2026, buying an estimated $367 and bringing the position to 19,854 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #184.
Retirement Planning Group (Kansas) first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.48M in Q3 2013. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Retirement Planning Group (Kansas) held 19,854 shares of iShares Core S&P Mid-Cap ETF worth $1.53M as of Q2 2026.
- Retirement Planning Group (Kansas) bought 5 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $367.
- iShares Core S&P Mid-Cap ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #184 holding.
- Retirement Planning Group (Kansas) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Retirement Planning Group (Kansas)'s iShares Core S&P Mid-Cap ETF position peaked at $4.48M in Q3 2013.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.