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

Sterling Financial 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	$5.15M	Sell	66,771 -2,196	-3%	-$161K	1.4%	18
2026 Q1	$4.66M	Sell	68,967 -1,844	-3%	-$128K	1.38%	19
2025 Q4	$4.67M	Sell	70,811 -331	-0.5%	-$21.7K	1.41%	19
2025 Q3	$4.64M	Sell	71,142 -362	-0.5%	-$23.3K	1.46%	19
2025 Q2	$4.43M	Sell	71,504 -257	-0.4%	-$15.1K	1.48%	20
2025 Q1	$4.19M	Sell	71,761 -971	-1%	-$60.3K	1.52%	20
2024 Q4	$4.53M	Buy	72,732 +643	+0.9%	+$41.2K	1.67%	16
2024 Q3	$4.49M	Sell	72,089 -1,186	-2%	-$71.5K	1.66%	18
2024 Q2	$4.29M	Sell	73,275 -5,109	-7%	-$300K	1.74%	16
2024 Q1	$4.76M	Sell	78,384 -3,731	-5%	-$211K	1.93%	14
2023 Q4	$4.55M	Sell	82,115 -1,935	-2%	-$98.1K	1.97%	12
2023 Q3	$4.19M	Sell	84,050 -2,620	-3%	-$137K	2.15%	12
2023 Q2	$4.53M	Sell	86,670 -3,380	-4%	-$168K	2.25%	12
2023 Q1	$4.51M	Sell	90,050 -10,925	-11%	-$557K	2.45%	11
2022 Q4	$4.89M	Sell	100,975 -2,740	-3%	-$132K	2.92%	9
2022 Q3	$4.55M	Sell	103,715 -1,490	-1%	-$72K	3.19%	8
2022 Q2	$4.76M	Sell	105,205 -2,055	-2%	-$101K	3.35%	8
2022 Q1	$5.76M	Sell	107,260 -4,715	-4%	-$251K	3.62%	8
2021 Q4	$6.34M	Sell	111,975 -4,935	-4%	-$275K	3.96%	7
2021 Q3	$6.15M	Sell	116,910 -2,480	-2%	-$133K	3.92%	7
2021 Q2	$6.42M	Sell	119,390 -6,705	-5%	-$362K	4.17%	7
2021 Q1	$6.56M	Sell	126,095 -20,400	-14%	-$1.02M	4.68%	6
2020 Q4	$6.73M	Buy	+146,495	New	+$6.17M	5.42%	5

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

Sterling Financial Planning's IJH Position: Q2 2026 in Review

Sterling Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, selling an estimated $161K and leaving 66,771 shares worth $5.15M. The position accounts for 1.4% of the portfolio, ranked #18.

Sterling Financial Planning first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.73M in Q4 2020. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sterling Financial Planning held 66,771 shares of iShares Core S&P Mid-Cap ETF worth $5.15M as of Q2 2026.
Sterling Financial Planning sold 2,196 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $161K.
iShares Core S&P Mid-Cap ETF made up 1.4% of Sterling Financial Planning's portfolio in Q2 2026, its #18 holding.
Sterling Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Sterling Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $6.73M in Q4 2020.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.