VAS
IJH icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vestmark Advisory Solutions's IJH Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q1 2026, selling an estimated $9.49M and leaving 316,147 shares worth $21.3M. The position accounts for 0.24% of the portfolio, ranked #91.

Vestmark Advisory Solutions first reported a position in IJH in Q1 2019 and has held it in 27 quarters since. The position peaked at $29.9M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Vestmark Advisory Solutions held 316,147 shares of iShares Core S&P Mid-Cap ETF worth $21.3M as of Q1 2026.
  • Vestmark Advisory Solutions sold 136,745 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $9.49M.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #91 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 27 quarters since.
  • Vestmark Advisory Solutions's iShares Core S&P Mid-Cap ETF position peaked at $29.9M in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.