Oliver Lagore Vanvalin Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$1.2M	Buy	+20,509	New	+$1.2M	0.47%	51
2024 Q4	$1.14M	Buy	18,350 +4,419	+32%	+$283K	0.29%	68
2024 Q3	$868K	Sell	13,931 -791	-5%	-$47.7K	0.23%	75
2024 Q2	$862K	Buy	14,722 +1,834	+14%	+$108K	0.25%	70
2024 Q1	$783K	Buy	12,888 +3,668	+40%	+$208K	0.23%	75
2023 Q4	$511K	Sell	9,220 -455	-5%	-$23.1K	0.19%	80
2023 Q3	$483K	Buy	9,675 +3,505	+57%	+$184K	0.19%	87
2023 Q2	$323K	Buy	+6,170	New	+$307K	0.12%	111

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IJH Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025: 20,509 shares worth $1.2M. The stake represents 0.47% of the portfolio and ranks #51 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IJH as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IJH in Q2 2023 and has held it in 8 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 20,509 shares of iShares Core S&P Mid-Cap ETF worth $1.2M as of Q2 2025.
iShares Core S&P Mid-Cap ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Core S&P Mid-Cap ETF made up 0.47% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #51 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 8 quarters since.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.