Planning Strategies Inc.’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Planning Strategies Inc.’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	$36.6K	Buy	+475	New	+$34.9K	0.02%	187

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Planning Strategies Inc.'s IJH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 475 shares worth $36.6K. The stake represents 0.02% of the portfolio and ranks #187 among its holdings.

1,212 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Planning Strategies Inc. held 475 shares of iShares Core S&P Mid-Cap ETF worth $36.6K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #187 holding.
1,212 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.