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 Q2	$609K	Sell	7,902 -3,503	-31%	-$257K	0.03%	287
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 $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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthPlan Investment Management's IJH Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 31% in Q2 2026, selling an estimated $257K and leaving 7,902 shares worth $609K. The position accounts for 0.03% of the portfolio, ranked #287.

WealthPlan Investment Management first reported a position in IJH in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.84M in Q1 2022. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WealthPlan Investment Management held 7,902 shares of iShares Core S&P Mid-Cap ETF worth $609K as of Q2 2026.
WealthPlan Investment Management sold 3,503 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $257K.
iShares Core S&P Mid-Cap ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #287 holding.
WealthPlan Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $1.84M in Q1 2022.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.