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 Q2	$317K	Sell	4,112 -919	-18%	-$67.4K	0.07%	210
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sequent Planning's IJH Position: Q2 2026 in Review

Sequent Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, selling an estimated $67.4K and leaving 4,112 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #210.

Sequent Planning first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sequent Planning held 4,112 shares of iShares Core S&P Mid-Cap ETF worth $317K as of Q2 2026.
Sequent Planning sold 919 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $67.4K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #210 holding.
Sequent Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Sequent Planning's iShares Core S&P Mid-Cap ETF position peaked at $354K in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.