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

Summit Wealth & Retirement 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	$310K	Buy	4,025 +54	+1%	+$3.96K	0.07%	88
2026 Q1	$268K	Buy	3,971 +16	+0.4%	+$1.11K	0.06%	92
2025 Q4	$261K	Hold	3,955	–	–	0.06%	97
2025 Q3	$258K	Hold	3,955	–	–	0.06%	91
2025 Q2	$245K	Hold	3,955	–	–	0.07%	87
2025 Q1	$231K	Hold	3,955	–	–	0.07%	69
2024 Q4	$246K	Hold	3,955	–	–	0.08%	67
2024 Q3	$246K	Sell	3,955 -1,320	-25%	-$79.6K	0.08%	61
2024 Q2	$309K	Hold	5,275	–	–	0.11%	51
2024 Q1	$320K	Hold	5,275	–	–	0.11%	50
2023 Q4	$292K	Hold	5,275	–	–	0.12%	48
2023 Q3	$263K	Hold	5,275	–	–	0.11%	52
2023 Q2	$276K	Hold	5,275	–	–	0.11%	52
2023 Q1	$264K	Hold	5,275	–	–	0.1%	92
2022 Q4	$255K	Hold	5,275	–	–	0.1%	89
2022 Q3	$231K	Hold	5,275	–	–	0.09%	99
2022 Q2	$239K	Buy	+5,275	New	+$260K	0.09%	104
2021 Q4	–	Sell	-5,275	Closed	-$278K	–	93
2021 Q3	$278K	Buy	+5,275	New	+$284K	0.1%	77

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

Summit Wealth & Retirement Planning's IJH Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, buying an estimated $3.96K and bringing the position to 4,025 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #88.

Summit Wealth & Retirement Planning first reported a position in IJH in Q3 2021 and has held it in 18 quarters since. The position peaked at $320K in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Summit Wealth & Retirement Planning held 4,025 shares of iShares Core S&P Mid-Cap ETF worth $310K as of Q2 2026.
Summit Wealth & Retirement Planning bought 54 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.96K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #88 holding.
Summit Wealth & Retirement Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 18 quarters since.
Summit Wealth & Retirement Planning's iShares Core S&P Mid-Cap ETF position peaked at $320K in Q1 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.