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

XY Planning Network’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	$1.86M	Buy	24,175 +1,081	+5%	+$79.3K	0.23%	96
2026 Q1	$1.57M	Buy	23,094 +5,864	+34%	+$407K	0.25%	91
2025 Q4	$1.14M	Buy	17,230 +1,689	+11%	+$111K	0.2%	115
2025 Q3	$964K	Hold	15,541	–	–	0.33%	73
2025 Q2	$964K	Buy	15,541 +2,054	+15%	+$121K	0.33%	73
2025 Q1	$787K	Sell	13,487 -38,641	-74%	-$2.4M	0.52%	51
2024 Q4	$3.25M	Buy	+52,128	New	+$3.34M	2.44%	9

Other funds holding IJH

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

AIM

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

XY Planning Network's IJH Position: Q2 2026 in Review

XY Planning Network increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.7% in Q2 2026, buying an estimated $79.3K and bringing the position to 24,175 shares worth $1.86M. The position accounts for 0.23% of the portfolio, ranked #96.

XY Planning Network first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.25M in Q4 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

XY Planning Network held 24,175 shares of iShares Core S&P Mid-Cap ETF worth $1.86M as of Q2 2026.
XY Planning Network bought 1,081 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $79.3K.
iShares Core S&P Mid-Cap ETF made up 0.23% of XY Planning Network's portfolio in Q2 2026, its #96 holding.
XY Planning Network first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's iShares Core S&P Mid-Cap ETF position peaked at $3.25M in Q4 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.