VestGen Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

VestGen Advisors’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	$10.6M	Buy	144,660 +81,099	+128%	+$5.63M	0.28%	69
2025 Q4	$4.2M	Sell	63,561 -144,465	-69%	-$9.46M	0.18%	124
2025 Q3	$13.6M	Sell	208,026 -163,452	-44%	-$10.5M	0.45%	45
2025 Q2	$23.2M	Sell	371,478 -8,058	-2%	-$473K	0.92%	19
2025 Q1	$22.1M	Buy	+379,536	New	+$23.6M	1.01%	16

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

VestGen Advisors's IJH Position: Q1 2026 in Review

VestGen Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 128% in Q1 2026, buying an estimated $5.63M and bringing the position to 144,660 shares worth $10.6M. The position accounts for 0.28% of the portfolio, ranked #69.

VestGen Advisors first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.2M in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

VestGen Advisors held 144,660 shares of iShares Core S&P Mid-Cap ETF worth $10.6M as of Q1 2026.
VestGen Advisors bought 81,099 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.63M.
iShares Core S&P Mid-Cap ETF made up 0.28% of VestGen Advisors's portfolio in Q1 2026, its #69 holding.
VestGen Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's iShares Core S&P Mid-Cap ETF position peaked at $23.2M in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.