WealthPlan Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WealthPlan Investment 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 Q1	$770K	Buy	11,405 +6,854	+151%	+$475K	0.04%	244
2025 Q4	$300K	Buy	4,551 +548	+14%	+$35.9K	0.02%	315
2025 Q3	$261K	Buy	4,003 +32	+0.8%	+$2.06K	0.02%	289
2025 Q2	$246K	Buy	+3,971	New	+$233K	0.02%	310
2023 Q2	–	Sell	-510	Closed	-$25.5K	–	416
2023 Q1	$25.5K	Sell	510 -25,145	-98%	-$1.28M	﹤0.01%	283
2022 Q4	$1.37M	Sell	25,655 -9,300	-27%	-$449K	0.1%	152
2022 Q3	$1.73M	Buy	+34,955	New	+$1.69M	0.13%	124
2022 Q1	$1.84M	Buy	+36,985	New	+$1.97M	0.13%	122

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthPlan Investment Management's IJH Position: Q1 2026 in Review

WealthPlan Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 151% in Q1 2026, buying an estimated $475K and bringing the position to 11,405 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #244.

WealthPlan Investment Management first reported a position in IJH in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.84M in Q1 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

WealthPlan Investment Management held 11,405 shares of iShares Core S&P Mid-Cap ETF worth $770K as of Q1 2026.
WealthPlan Investment Management bought 6,854 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $475K.
iShares Core S&P Mid-Cap ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #244 holding.
WealthPlan Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 8 quarters since.
WealthPlan Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $1.84M in Q1 2022.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.