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 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 $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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vantage Point Financial's IJH Position: Q1 2026 in Review

Vantage Point Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q1 2026, selling an estimated $694 and leaving 5,364 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #112.

Vantage Point Financial first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Vantage Point Financial held 5,364 shares of iShares Core S&P Mid-Cap ETF worth $362K as of Q1 2026.
Vantage Point Financial sold 10 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $694.
iShares Core S&P Mid-Cap ETF made up 0.13% of Vantage Point Financial's portfolio in Q1 2026, its #112 holding.
Vantage Point Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's iShares Core S&P Mid-Cap ETF position peaked at $383K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.