IJH — ISHARES TR CORE S&P MCP ETF

Ownership history in PLANNING ALTERNATIVES LTD /ADV  ·  53 quarters on record

AI Ownership Summary

PLANNING ALTERNATIVES LTD /ADV reported ISHARES TR CORE S&P MCP ETF (IJH) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.6% in 2024 Q1. The latest visible filing shows IJH at 10.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PLANNING ALTERNATIVES LTD /ADV's position in ISHARES TR CORE S&P MCP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJH was reported at 10.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.6% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJH stock page PLANNING ALTERNATIVES LTD /ADV fund profile PLANNING ALTERNATIVES LTD /ADV full holdings
How PLANNING ALTERNATIVES LTD /ADV held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,273,105 +4,541 +0.4% 10.58% $84.0M 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 1,268,564 +7,191 +0.6% 10.63% $82.8M 2025-11-12 $65.09
2025 Q2 ADDED 1,261,373 +22,208 +1.8% 10.89% $78.2M 2025-08-12 $63.04
2025 Q1 ADDED 1,239,165 +48,397 +4.1% 11.08% $72.3M 2025-05-09 $58.10
2024 Q4 ADDED 1,190,768 +14,414 +1.2% 11.41% $74.2M 2025-02-06 $63.82
2024 Q3 ADDED 1,176,354 +3,826 +0.3% 11.16% $73.3M 2024-11-12 $64.48
2024 Q2 ADDED 1,172,528 +10,650 +0.9% 11.11% $68.6M 2024-07-25 $58.97
2024 Q1 ADDED 1,161,878 +928,906 +398.7% 11.60% $70.6M 2024-04-17 $55.00
2023 Q4 ADDED 232,972 +534 +0.2% 11.31% $64.6M 2024-01-23 $53.45
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJH

As of 2026 Q1 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.95% MKD WEALTH COACHES, LLC 3Y 7Y 16.53% Platt Investment Counsel, LLC 3Y 14.86% Lee Financial Co 3Y 7Y 13.34% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.23% CJM Wealth Advisers, Ltd. 11.14% Avondale Wealth Management 3Y 7Y 9.86% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 9.8% Single Point Partners, LLC 3Y 9.61% BostonPremier Wealth LLC 9.55%

FAQ About PLANNING ALTERNATIVES LTD /ADV and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has PLANNING ALTERNATIVES LTD /ADV reported owning IJH?

PLANNING ALTERNATIVES LTD /ADV reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in PLANNING ALTERNATIVES LTD /ADV's portfolio?

The largest reported portfolio weight for IJH was 11.60% in 2024 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when PLANNING ALTERNATIVES LTD /ADV reported 1,273,105 shares, equal to 10.58% of portfolio, with an estimated market value of $84.0M.

What does the chart on this IJH ownership page compare?

The chart compares PLANNING ALTERNATIVES LTD /ADV's quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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