SFP
IJH icon

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
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
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

Sterling Financial Planning's IJH Position: Q1 2026 in Review

Sterling Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q1 2026, selling an estimated $128K and leaving 68,967 shares worth $4.66M. The position accounts for 1.38% of the portfolio, ranked #19.

Sterling Financial Planning first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.73M in Q4 2020. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Sterling Financial Planning held 68,967 shares of iShares Core S&P Mid-Cap ETF worth $4.66M as of Q1 2026.
  • Sterling Financial Planning sold 1,844 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $128K.
  • iShares Core S&P Mid-Cap ETF made up 1.38% of Sterling Financial Planning's portfolio in Q1 2026, its #19 holding.
  • Sterling Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $6.73M in Q4 2020.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.