S.E.E.D. Planning Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

S.E.E.D. Planning Group’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	$1.89M	Buy	26,206 +11,931	+84%	+$900K	0.46%	51
2026 Q2	$1.1M	Buy	14,275 +1,450	+11%	+$106K	0.29%	52
2026 Q1	$866K	Sell	12,825 -635	-5%	-$44K	0.25%	51
2025 Q4	$888K	Sell	13,460 -92	-0.7%	-$6.03K	0.25%	52
2025 Q3	$884K	Buy	13,552 +147	+1%	+$9.45K	0.26%	53
2025 Q2	$831K	Sell	13,405 -92	-0.7%	-$5.4K	0.26%	52
2025 Q1	$788K	Sell	13,497 -1,016	-7%	-$63.1K	0.27%	55
2024 Q4	$904K	Sell	14,513 -15	-0.1%	-$962	0.3%	56
2024 Q3	$905K	Buy	14,528 +1,797	+14%	+$108K	0.3%	57
2024 Q2	$745K	Sell	12,731 -2,607	-17%	-$153K	0.27%	57
2024 Q1	$932K	Buy	15,338 +3,818	+33%	+$216K	0.34%	53
2023 Q4	$638K	Sell	11,520 -2,365	-17%	-$120K	0.26%	52
2023 Q3	$692K	Sell	13,885 -2,195	-14%	-$115K	0.27%	49
2023 Q2	$841K	Sell	16,080 -2,190	-12%	-$109K	0.3%	48
2023 Q1	$914K	Sell	18,270 -2,815	-13%	-$143K	0.35%	44
2022 Q4	$1.02M	Buy	21,085 +370	+2%	+$17.9K	0.44%	42
2022 Q3	$908K	Sell	20,715 -400	-2%	-$19.3K	0.42%	43
2022 Q2	$955K	Sell	21,115 -85	-0.4%	-$4.2K	0.43%	41
2022 Q1	$1.14M	Buy	21,200 +1,365	+7%	+$72.7K	0.49%	43
2021 Q4	$1.12M	Sell	19,835 -375	-2%	-$20.9K	0.49%	41
2021 Q3	$1.06M	Buy	20,210 +170	+0.8%	+$9.15K	0.5%	41
2021 Q2	$1.08M	Sell	20,040 -2,305	-10%	-$124K	0.53%	41
2021 Q1	$1.16M	Sell	22,345 -9,670	-30%	-$483K	0.64%	37
2020 Q4	$1.47M	Sell	32,015 -1,135	-3%	-$47.8K	0.88%	36
2020 Q3	$1.23M	Sell	33,150 -1,830	-5%	-$68.4K	0.9%	34
2020 Q2	$1.24M	Buy	34,980 +1,695	+5%	+$56.3K	0.97%	34
2020 Q1	$958K	Buy	33,285 +175	+0.5%	+$6.51K	0.93%	33
2019 Q4	$1.36M	Buy	+33,110	New	+$1.31M	1.18%	30

Other funds holding IJH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

S.E.E.D. Planning Group's IJH Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 84% in Q3 2026, buying an estimated $900K and bringing the position to 26,206 shares worth $1.89M. The position accounts for 0.46% of the portfolio, ranked #51.

S.E.E.D. Planning Group first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. 645 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

S.E.E.D. Planning Group held 26,206 shares of iShares Core S&P Mid-Cap ETF worth $1.89M as of Q3 2026.
S.E.E.D. Planning Group bought 11,931 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $900K.
iShares Core S&P Mid-Cap ETF made up 0.46% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #51 holding.
S.E.E.D. Planning Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.