VFIC
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Valley Forge Investment Consultants’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Valley Forge Investment Consultants’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 		$27M Buy
350,159
+9,743
+3% +$715K 6.95% 3
2026
Q1 		$23M Buy
340,416
+421
+0.1% +$29.2K 6.89% 3
2025
Q4 		$22.4M Sell
339,995
-219
-0.1% -$14.3K 6.53% 4
2025
Q3 		$22.2M Buy
340,214
+25,005
+8% +$1.61M 6.49% 4
2025
Q2 		$19.5M Buy
315,209
+3,468
+1% +$204K 6.26% 4
2025
Q1 		$18.2M Buy
311,741
+2,031
+0.7% +$126K 6.47% 4
2024
Q4 		$19.3M Buy
309,710
+5,669
+2% +$364K 6.63% 4
2024
Q3 		$18.9M Buy
304,041
+4,660
+2% +$281K 6.61% 4
2024
Q2 		$17.5M Buy
299,381
+6,684
+2% +$393K 6.63% 4
2024
Q1 		$17.8M Buy
292,697
+19,992
+7% +$1.13M 6.93% 4
2023
Q4 		$15.1M Sell
272,705
-4,355
-2% -$221K 6.72% 5
2023
Q3 		$13.8M Buy
277,060
+30,900
+13% +$1.62M 6.3% 4
2023
Q2 		$12.9M Sell
246,160
-10,350
-4% -$514K 6.33% 5
2023
Q1 		$12.8M Sell
256,510
-18,095
-7% -$922K 6.65% 5
2022
Q4 		$13.3M Sell
274,605
-27,260
-9% -$1.32M 7% 5
2022
Q3 		$13.2M Sell
301,865
-16,520
-5% -$799K 7.27% 4
2022
Q2 		$14.4M Sell
318,385
-1,015
-0.3% -$50.1K 7.18% 5
2022
Q1 		$17.1M Buy
319,400
+45,015
+16% +$2.4M 7.06% 5
2021
Q4 		$15.5M Buy
274,385
+47,940
+21% +$2.67M 6.87% 5
2021
Q3 		$11.9M Buy
226,445
+210
+0.1% +$11.3K 6.4% 5
2021
Q2 		$12.2M Buy
226,235
+51,530
+29% +$2.78M 6.57% 5
2021
Q1 		$9.09M Buy
174,705
+36,985
+27% +$1.85M 6.23% 5
2020
Q4 		$6.33M Buy
+137,720
New +$5.8M 5.51% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valley Forge Investment Consultants's IJH Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q2 2026, buying an estimated $715K and bringing the position to 350,159 shares worth $27M. The position accounts for 6.95% of the portfolio, ranked #3.

Valley Forge Investment Consultants first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Valley Forge Investment Consultants held 350,159 shares of iShares Core S&P Mid-Cap ETF worth $27M as of Q2 2026.
  • Valley Forge Investment Consultants bought 9,743 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $715K.
  • iShares Core S&P Mid-Cap ETF made up 6.95% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #3 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.