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 Q3	$7.99M	Buy	111,043 +4,600	+4%	+$347K	0.21%	121
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Venture Visionary Partners's IJH Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q3 2026, buying an estimated $347K and bringing the position to 111,043 shares worth $7.99M. The position accounts for 0.21% of the portfolio, ranked #121.

Venture Visionary Partners first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.21M in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Venture Visionary Partners held 111,043 shares of iShares Core S&P Mid-Cap ETF worth $7.99M as of Q3 2026.
Venture Visionary Partners bought 4,600 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $347K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Venture Visionary Partners's portfolio in Q3 2026, its #121 holding.
Venture Visionary Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Venture Visionary Partners's iShares Core S&P Mid-Cap ETF position peaked at $8.21M in Q2 2026.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.