Townsend Financial Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Townsend Financial Planning's IJH Position: Q2 2026 in Review
Townsend Financial Planning reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2026, selling an estimated $408K and leaving 171,071 shares worth $13.2M. The position accounts for 11.5% of the portfolio, ranked #2.
Townsend Financial Planning first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Townsend Financial Planning held 171,071 shares of iShares Core S&P Mid-Cap ETF worth $13.2M as of Q2 2026.
- Townsend Financial Planning sold 5,559 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $408K.
- iShares Core S&P Mid-Cap ETF made up 11.5% of Townsend Financial Planning's portfolio in Q2 2026, its #2 holding.
- Townsend Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Townsend Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.