Foster Victor Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Foster Victor Wealth Advisors’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	$299K	Sell	3,951 -7	-0.2%	-$514	0.02%	215
2026 Q1	$283K	Buy	3,958 +158	+4%	+$11K	0.02%	212
2025 Q4	$266K	Buy	3,800 +11	+0.3%	+$721	0.02%	211
2025 Q3	$249K	Sell	3,789 -6,397	-63%	-$411K	0.02%	197
2025 Q2	$648K	Buy	10,186 +5,754	+130%	+$338K	0.04%	128
2025 Q1	$241K	Sell	4,432 -4	-0.1%	-$248	0.02%	173
2024 Q4	$287K	Sell	4,436 -2,570	-37%	-$165K	0.02%	159
2024 Q3	$437K	Buy	7,006 +1,017	+17%	+$61.3K	0.04%	137
2024 Q2	$373K	Buy	5,989 +2,334	+64%	+$137K	0.03%	141
2024 Q1	$215K	Sell	3,655 -270	-7%	-$15.3K	0.02%	164
2023 Q4	$215K	Buy	+3,925	New	+$199K	0.02%	158
2023 Q3	–	Sell	-3,940	Closed	-$205K	–	165
2023 Q2	$205K	Buy	+3,940	New	+$196K	0.02%	152
2023 Q1	–	Sell	-4,310	Closed	-$214K	–	166
2022 Q4	$214K	Sell	4,310 -1,490	-26%	-$72K	0.03%	144
2022 Q3	$269K	Buy	5,800 +1,340	+30%	+$64.8K	0.04%	122
2022 Q2	$203K	Buy	+4,460	New	+$220K	0.03%	128

Other funds holding IJH

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

OWM

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

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Foster Victor Wealth Advisors's IJH Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q2 2026, selling an estimated $514 and leaving 3,951 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #215.

Foster Victor Wealth Advisors first reported a position in IJH in Q2 2022 and has held it in 15 quarters since. The position peaked at $648K in Q2 2025. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Foster Victor Wealth Advisors held 3,951 shares of iShares Core S&P Mid-Cap ETF worth $299K as of Q2 2026.
Foster Victor Wealth Advisors sold 7 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $514.
iShares Core S&P Mid-Cap ETF made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #215 holding.
Foster Victor Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
Foster Victor Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $648K in Q2 2025.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.