Vestmark Advisory Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vestmark Advisory Solutions’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	$26.3M	Buy	341,485 +25,338	+8%	+$1.86M	0.25%	87
2026 Q1	$21.3M	Sell	316,147 -136,745	-30%	-$9.49M	0.24%	91
2025 Q4	$29.9M	Buy	452,892 +244,486	+117%	+$16M	0.4%	44
2025 Q3	$13.6M	Sell	208,406 -124,943	-37%	-$8.03M	0.26%	86
2025 Q2	$20.7M	Buy	333,349 +298,605	+859%	+$17.5M	0.3%	75
2025 Q1	$2.03M	Buy	34,744 +6,294	+22%	+$391K	0.05%	320
2024 Q4	$1.77M	Buy	28,450 +715	+3%	+$45.9K	0.06%	274
2024 Q3	$1.73M	Buy	27,735 +4,539	+20%	+$274K	0.06%	260
2024 Q2	$1.36M	Buy	23,196 +6,878	+42%	+$404K	0.06%	286
2024 Q1	$991K	Buy	16,318 +1,853	+13%	+$105K	0.04%	317
2023 Q4	$802K	Buy	14,465 +8,870	+159%	+$450K	0.04%	307
2023 Q3	$279K	Sell	5,595 -18,245	-77%	-$956K	0.02%	349
2023 Q2	$1.25M	Buy	23,840 +3,205	+16%	+$159K	0.05%	402
2023 Q1	$1.03M	Buy	20,635 +4,925	+31%	+$251K	0.04%	428
2022 Q4	$760K	Sell	15,710 -50	-0.3%	-$2.42K	0.04%	485
2022 Q3	$691K	Sell	15,760 -645	-4%	-$31.2K	0.04%	470
2022 Q2	$742K	Buy	16,405 +510	+3%	+$25.2K	0.04%	444
2022 Q1	$853K	Sell	15,895 -20	-0.1%	-$1.06K	0.05%	394
2021 Q4	$901K	Buy	15,915 +15	+0.1%	+$835	0.05%	385
2021 Q3	$837K	Sell	15,900 -95	-0.6%	-$5.11K	0.06%	362
2021 Q2	$860K	Buy	15,995 +595	+4%	+$32.1K	0.06%	353
2021 Q1	$802K	Sell	15,400 -2,720	-15%	-$136K	0.07%	341
2020 Q4	$833K	Buy	18,120 +3,295	+22%	+$139K	0.09%	270
2020 Q3	$549K	Hold	14,825	–	–	0.07%	305
2020 Q2	$527K	Buy	+14,825	New	+$492K	0.08%	295
2019 Q4	–	Sell	-6,490	Closed	-$251K	–	386
2019 Q3	$251K	Sell	6,490 -5,140	-44%	-$198K	0.04%	472
2019 Q2	$452K	Sell	11,630 -1,965	-14%	-$75.3K	0.08%	301
2019 Q1	$515K	Buy	+13,595	New	+$502K	0.09%	271

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

Vestmark Advisory Solutions's IJH Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q2 2026, buying an estimated $1.86M and bringing the position to 341,485 shares worth $26.3M. The position accounts for 0.25% of the portfolio, ranked #87.

Vestmark Advisory Solutions first reported a position in IJH in Q1 2019 and has held it in 28 quarters since. The position peaked at $29.9M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Vestmark Advisory Solutions held 341,485 shares of iShares Core S&P Mid-Cap ETF worth $26.3M as of Q2 2026.
Vestmark Advisory Solutions bought 25,338 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.86M.
iShares Core S&P Mid-Cap ETF made up 0.25% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #87 holding.
Vestmark Advisory Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
Vestmark Advisory Solutions's iShares Core S&P Mid-Cap ETF position peaked at $29.9M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.