Venture Visionary Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Venture Visionary Partners’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	$8.21M	Buy	106,443 +18,491	+21%	+$1.36M	0.23%	112
2026 Q1	$5.94M	Buy	87,952 +5,979	+7%	+$415K	0.2%	123
2025 Q4	$5.46M	Sell	81,973 -2,289	-3%	-$150K	0.18%	121
2025 Q3	$5.5M	Buy	84,262 +1,813	+2%	+$117K	0.19%	118
2025 Q2	$5.11M	Buy	82,449 +2,204	+3%	+$129K	0.19%	118
2025 Q1	$4.68M	Buy	80,245 +332	+0.4%	+$20.6K	0.2%	120
2024 Q4	$4.98M	Buy	79,913 +936	+1%	+$60K	0.21%	114
2024 Q3	$4.92M	Sell	78,977 -129	-0.2%	-$7.78K	0.21%	116
2024 Q2	$4.63M	Sell	79,106 -899	-1%	-$52.8K	0.21%	116
2024 Q1	$4.86M	Sell	80,005 -4,770	-6%	-$270K	0.23%	108
2023 Q4	$4.7M	Buy	84,775 +1,960	+2%	+$99.4K	0.25%	102
2023 Q3	$4.13M	Sell	82,815 -4,185	-5%	-$219K	0.25%	101
2023 Q2	$4.55M	Buy	87,000 +2,095	+2%	+$104K	0.27%	96
2023 Q1	$4.25M	Sell	84,905 -4,995	-6%	-$254K	0.27%	96
2022 Q4	$4.35M	Sell	89,900 -1,350	-1%	-$65.2K	0.31%	80
2022 Q3	$4M	Sell	91,250 -4,205	-4%	-$203K	0.32%	73
2022 Q2	$4.32M	Sell	95,455 -1,115	-1%	-$55K	0.33%	68
2022 Q1	$5.18M	Sell	96,570 -9,345	-9%	-$498K	0.35%	69
2021 Q4	$6M	Buy	105,915 +1,500	+1%	+$83.5K	0.39%	62
2021 Q3	$5.55M	Sell	104,415 -1,815	-2%	-$97.6K	0.4%	59
2021 Q2	$5.71M	Buy	106,230 +2,375	+2%	+$128K	0.46%	50
2021 Q1	$5.41M	Buy	103,855 +23,210	+29%	+$1.16M	0.45%	53
2020 Q4	$3.71M	Buy	80,645 +62,530	+345%	+$2.63M	0.41%	52
2020 Q3	$671K	Buy	18,115 +2,995	+20%	+$112K	0.16%	88
2020 Q2	$537K	Sell	15,120 -4,550	-23%	-$151K	0.16%	87
2020 Q1	$565K	Sell	19,670 -3,885	-16%	-$144K	0.21%	72
2019 Q4	$969K	Buy	+23,555	New	+$933K	0.29%	54

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

Venture Visionary Partners's IJH Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2026, buying an estimated $1.36M and bringing the position to 106,443 shares worth $8.21M. The position accounts for 0.23% of the portfolio, ranked #112.

Venture Visionary Partners first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Venture Visionary Partners held 106,443 shares of iShares Core S&P Mid-Cap ETF worth $8.21M as of Q2 2026.
Venture Visionary Partners bought 18,491 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
iShares Core S&P Mid-Cap ETF made up 0.23% of Venture Visionary Partners's portfolio in Q2 2026, its #112 holding.
Venture Visionary Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.