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

Vertex Planning Partners’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
2025 Q4	–	Sell	-74,670	Closed	-$4.87M	–	154
2025 Q3	$4.87M	Buy	74,670 +3,628	+5%	+$233K	0.93%	26
2025 Q2	$4.41M	Buy	71,042 +1,290	+2%	+$75.7K	0.92%	25
2025 Q1	$4.07M	Buy	69,752 +3,203	+5%	+$199K	0.89%	27
2024 Q4	$4.15M	Buy	66,549 +61,678	+1,266%	+$3.96M	0.91%	27
2024 Q3	$304K	Hold	4,871	–	–	0.07%	128
2024 Q2	$285K	Sell	4,871 -54	-1%	-$3.17K	0.07%	127
2024 Q1	$299K	Buy	4,925 +335	+7%	+$19K	0.08%	125
2023 Q4	$255K	Sell	4,590 -2,325	-34%	-$118K	0.08%	134
2023 Q3	$345K	Buy	+6,915	New	+$362K	0.12%	92

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vertex Planning Partners's IJH Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 74,670 shares — an estimated $4.87M sold.

Vertex Planning Partners first reported a position in IJH in Q3 2023 and held it in 9 quarters. The position peaked at $4.87M in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Vertex Planning Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 74,670 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $4.87M.
Vertex Planning Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 9 quarters.
Vertex Planning Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.87M in Q3 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.