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

Vantage Financial Partners (Wisconsin)’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
Q4 		$6.95M Sell
105,249
-1,564
-1% -$102K 1.41% 16
2025
Q3 		$6.97M Sell
106,813
-2,482
-2% -$160K 1.47% 15
2025
Q2 		$6.78M Sell
109,295
-129,749
-54% -$7.62M 1.56% 15
2025
Q1 		$13.9M Buy
239,044
+2,658
+1% +$165K 3.47% 8
2024
Q4 		$14.7M Sell
236,386
-208,741
-47% -$13.4M 3.68% 8
2024
Q3 		$27.7M Buy
445,127
+35,205
+9% +$2.12M 6.88% 4
2024
Q2 		$24M Buy
409,922
+11,803
+3% +$693K 6.23% 3
2024
Q1 		$24.2M Buy
398,119
+954
+0.2% +$54K 6.51% 3
2023
Q4 		$22M Buy
397,165
+55,150
+16% +$2.8M 6.47% 3
2023
Q3 		$17.1M Buy
342,015
+170,505
+99% +$8.94M 6.7% 4
2023
Q2 		$8.97M Sell
171,510
-700
-0.4% -$34.8K 3.35% 9
2023
Q1 		$8.62M Buy
172,210
+11,230
+7% +$572K 3.42% 10
2022
Q4 		$7.79M Sell
160,980
-40,655
-20% -$1.96M 4.64% 8
2022
Q3 		$8.84M Sell
201,635
-482,705
-71% -$23.3M 5.96% 6
2022
Q2 		$31M Buy
684,340
+256,325
+60% +$12.7M 18.27% 3
2022
Q1 		$23M Sell
428,015
-137,220
-24% -$7.31M 11.74% 3
2021
Q4 		$32M Buy
+565,235
New +$31.5M 12.53% 2

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IJH Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q4 2025, selling an estimated $102K and leaving 105,249 shares worth $6.95M. The position accounts for 1.41% of the portfolio, ranked #16.

Vantage Financial Partners (Wisconsin) first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $32M in Q4 2021. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 105,249 shares of iShares Core S&P Mid-Cap ETF worth $6.95M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 1,564 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $102K.
  • iShares Core S&P Mid-Cap ETF made up 1.41% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #16 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Core S&P Mid-Cap ETF position peaked at $32M in Q4 2021.
  • 2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.