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

Strategic 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	$257K	Sell	3,338 -242	-7%	-$17.8K	0.13%	40
2026 Q1	$233K	Buy	3,580 +242	+7%	+$16.8K	0.14%	39
2025 Q4	$220K	Hold	3,338	–	–	0.13%	39
2025 Q3	$218K	Sell	3,338 -1	-0%	-$64	0.13%	38
2025 Q2	$207K	Buy	+3,339	New	+$196K	0.13%	38
2025 Q1	–	Sell	-3,339	Closed	-$208K	–	36
2024 Q4	$208K	Hold	3,339	–	–	0.14%	37
2024 Q3	$208K	Buy	+3,339	New	+$201K	0.14%	37
2024 Q2	–	Sell	-3,339	Closed	-$203K	–	35
2024 Q1	$203K	Buy	+3,339	New	+$189K	0.15%	35

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

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

Strategic Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q2 2026, selling an estimated $17.8K and leaving 3,338 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #40.

Strategic Financial Planning first reported a position in IJH in Q1 2024 and has held it in 8 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Strategic Financial Planning held 3,338 shares of iShares Core S&P Mid-Cap ETF worth $257K as of Q2 2026.
Strategic Financial Planning sold 242 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $17.8K.
iShares Core S&P Mid-Cap ETF made up 0.13% of Strategic Financial Planning's portfolio in Q2 2026, its #40 holding.
Strategic Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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