Envision Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Envision Financial’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	$452K	Hold	5,866	–	–	0.21%	40
2026 Q1	$396K	Buy	5,866 +1	+0%	+$69	0.21%	41
2025 Q4	$387K	Sell	5,865 -181	-3%	-$11.9K	0.2%	40
2025 Q3	$395K	Sell	6,046 -76	-1%	-$4.88K	0.23%	39
2025 Q2	$380K	Buy	6,122 +1	+0%	+$59	0.25%	41
2025 Q1	$357K	Sell	6,121 -1,965	-24%	-$122K	0.27%	38
2024 Q4	$504K	Buy	+8,086	New	+$519K	0.4%	34

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

OWM

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Envision Financial's IJH Position: Q2 2026 in Review

Envision Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,866 shares worth $452K. The position accounts for 0.21% of the portfolio, ranked #40.

Envision Financial first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q4 2024. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Envision Financial held 5,866 shares of iShares Core S&P Mid-Cap ETF worth $452K as of Q2 2026.
Envision Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.21% of Envision Financial's portfolio in Q2 2026, its #40 holding.
Envision Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's iShares Core S&P Mid-Cap ETF position peaked at $504K in Q4 2024.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.