SP
IJH icon

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

Sequent 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
Q1 		$340K Sell
5,031
-330
-6% -$22.9K 0.08% 164
2025
Q4 		$354K Buy
5,361
+468
+10% +$30.7K 0.09% 157
2025
Q3 		$319K Buy
4,893
+352
+8% +$22.6K 0.09% 155
2025
Q2 		$282K Buy
4,541
+494
+12% +$29K 0.09% 126
2025
Q1 		$236K Sell
4,047
-116
-3% -$7.2K 0.09% 130
2024
Q4 		$259K Buy
4,163
+420
+11% +$26.9K 0.1% 120
2024
Q3 		$233K Buy
+3,743
New +$226K 0.08% 130

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sequent Planning's IJH Position: Q1 2026 in Review

Sequent Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.2% in Q1 2026, selling an estimated $22.9K and leaving 5,031 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #164.

Sequent Planning first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Sequent Planning held 5,031 shares of iShares Core S&P Mid-Cap ETF worth $340K as of Q1 2026.
  • Sequent Planning sold 330 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $22.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Sequent Planning's portfolio in Q1 2026, its #164 holding.
  • Sequent Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Sequent Planning's iShares Core S&P Mid-Cap ETF position peaked at $354K in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.