Vantage Point Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vantage Point Financial’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	$414K	Buy	5,366 +2	+0%	+$147	0.13%	110
2026 Q1	$362K	Sell	5,364 -10	-0.2%	-$694	0.13%	112
2025 Q4	$355K	Sell	5,374 -31	-0.6%	-$2.03K	0.13%	110
2025 Q3	$353K	Sell	5,405 -136	-2%	-$8.74K	0.14%	106
2025 Q2	$344K	Sell	5,541 -115	-2%	-$6.75K	0.15%	101
2025 Q1	$330K	Sell	5,656 -492	-8%	-$30.6K	0.17%	92
2024 Q4	$383K	Buy	+6,148	New	+$394K	0.21%	73

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vantage Point Financial's IJH Position: Q2 2026 in Review

Vantage Point Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q2 2026, buying an estimated $147 and bringing the position to 5,366 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #110.

Vantage Point Financial first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Vantage Point Financial held 5,366 shares of iShares Core S&P Mid-Cap ETF worth $414K as of Q2 2026.
Vantage Point Financial bought 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.13% of Vantage Point Financial's portfolio in Q2 2026, its #110 holding.
Vantage Point Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.