VFPI
IJH icon

Vantage Financial Partners (Illinois)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		$1.52M Buy
25,952
+1,754
+7% +$103K 0.38% 45
2024
Q1 		$1.47M Buy
24,198
+6,588
+37% +$373K 0.38% 42
2023
Q4 		$976K Buy
17,610
+6,235
+55% +$316K 0.3% 55
2023
Q3 		$567K Buy
11,375
+2,535
+29% +$133K 0.33% 51
2023
Q2 		$462K Buy
8,840
+625
+8% +$31.1K 0.26% 60
2023
Q1 		$411K Buy
8,215
+765
+10% +$39K 0.24% 64
2022
Q4 		$360K Buy
7,450
+290
+4% +$14K 0.21% 75
2022
Q3 		$314K Buy
7,160
+15
+0.2% +$725 0.2% 70
2022
Q2 		$323K Buy
7,145
+2,345
+49% +$116K 0.19% 73
2022
Q1 		$258K Buy
4,800
+355
+8% +$18.9K 0.13% 76
2021
Q4 		$252K Buy
4,445
+470
+12% +$26.2K 0.13% 76
2021
Q3 		$209K Buy
+3,975
New +$214K 0.11% 87

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s IJH Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.2% in Q2 2024, buying an estimated $103K and bringing the position to 25,952 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #45.

Vantage Financial Partners (Illinois) first reported a position in IJH in Q3 2021 and has held it in 12 quarters since. 2,219 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 25,952 shares of iShares Core S&P Mid-Cap ETF worth $1.52M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 1,754 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $103K.
  • iShares Core S&P Mid-Cap ETF made up 0.38% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #45 holding.
  • Vantage Financial Partners (Illinois) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 12 quarters since.
  • 2,219 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.