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

Walled Lake Planning & Wealth Management’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	$898K	Buy	11,640 +296	+3%	+$21.7K	0.23%	53
2026 Q1	$766K	Sell	11,344 -633	-5%	-$43.9K	0.23%	51
2025 Q4	$790K	Buy	11,977 +65	+0.5%	+$4.26K	0.25%	54
2025 Q3	$777K	Sell	11,912 -99	-0.8%	-$6.36K	0.26%	52
2025 Q2	$745K	Sell	12,011 -422	-3%	-$24.8K	0.24%	49
2025 Q1	$725K	Sell	12,433 -16	-0.1%	-$994	0.26%	55
2024 Q4	$776K	Sell	12,449 -7	-0.1%	-$449	0.29%	53
2024 Q3	$776K	Sell	12,456 -83	-0.7%	-$5K	0.29%	47
2024 Q2	$734K	Buy	12,539 +324	+3%	+$19K	0.3%	43
2024 Q1	$742K	Buy	12,215 +400	+3%	+$22.6K	0.3%	41
2023 Q4	$655K	Buy	11,815 +90	+0.8%	+$4.57K	0.3%	41
2023 Q3	$585K	Sell	11,725 -65	-0.6%	-$3.41K	0.29%	41
2023 Q2	$616K	Buy	11,790 +40	+0.3%	+$1.99K	0.3%	41
2023 Q1	$588K	Sell	11,750 -1,260	-10%	-$64.2K	0.31%	41
2022 Q4	$629K	Buy	+13,010	New	+$629K	0.43%	34
2021 Q4	–	Sell	-30	Closed	-$2K	–	198
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	307
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	290
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	298
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	302
2020 Q3	$1K	Sell	30 -7,475	-100%	-$279K	﹤0.01%	317
2020 Q2	$267K	Sell	7,505 -1,400	-16%	-$46.5K	0.22%	50
2020 Q1	$256K	Sell	8,905 -1,505	-14%	-$56K	0.23%	48
2019 Q4	$428K	Buy	+10,410	New	+$413K	0.31%	39

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

Walled Lake Planning & Wealth Management's IJH Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, buying an estimated $21.7K and bringing the position to 11,640 shares worth $898K. The position accounts for 0.23% of the portfolio, ranked #53.

Walled Lake Planning & Wealth Management first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Walled Lake Planning & Wealth Management held 11,640 shares of iShares Core S&P Mid-Cap ETF worth $898K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 296 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $21.7K.
iShares Core S&P Mid-Cap ETF made up 0.23% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #53 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.