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

Tempus Wealth 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	$1.66M	Buy	21,523 +19	+0.1%	+$1.39K	0.32%	85
2026 Q1	$1.45M	Buy	21,504 +3,807	+22%	+$264K	0.33%	82
2025 Q4	$1.17M	Sell	17,697 -653	-4%	-$42.8K	0.27%	103
2025 Q3	$1.2M	Sell	18,350 -708	-4%	-$45.5K	0.27%	97
2025 Q2	$1.18M	Buy	19,058 +8	+0%	+$470	0.29%	92
2025 Q1	$1.11M	Buy	19,050 +2,131	+13%	+$132K	0.33%	88
2024 Q4	$1.05M	Buy	16,919 +6,877	+68%	+$441K	0.32%	89
2024 Q3	$626K	Buy	10,042 +2,984	+42%	+$180K	0.23%	108
2024 Q2	$413K	Sell	7,058 -971	-12%	-$57K	0.17%	124
2024 Q1	$488K	Buy	8,029 +1,494	+23%	+$84.6K	0.21%	111
2023 Q4	$362K	Buy	+6,535	New	+$331K	0.16%	132

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

Tempus Wealth Planning's IJH Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q2 2026, buying an estimated $1.39K and bringing the position to 21,523 shares worth $1.66M. The position accounts for 0.32% of the portfolio, ranked #85.

Tempus Wealth Planning first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Tempus Wealth Planning held 21,523 shares of iShares Core S&P Mid-Cap ETF worth $1.66M as of Q2 2026.
Tempus Wealth Planning bought 19 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.39K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Tempus Wealth Planning's portfolio in Q2 2026, its #85 holding.
Tempus Wealth Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.