Victory Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Victory Financial Group’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	$517K	Sell	7,661 -398	-5%	-$27.6K	0.06%	191
2025 Q4	$532K	Sell	8,059 -815	-9%	-$53.4K	0.07%	178
2025 Q3	$579K	Sell	8,874 -2,040	-19%	-$131K	0.08%	134
2025 Q2	$677K	Sell	10,914 -3,286	-23%	-$193K	0.11%	97
2025 Q1	$829K	Sell	14,200 -3,332	-19%	-$207K	0.16%	69
2024 Q4	$1.09M	Buy	+17,532	New	+$1.12M	0.29%	50
2024 Q2	$1.35M	Buy	22,988 +15,151	+193%	+$890K	0.63%	26
2024 Q1	$476K	Sell	7,837 -16,758	-68%	-$949K	0.28%	33
2023 Q4	$1.36M	Buy	+24,595	New	+$1.25M	0.92%	22

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

Victory Financial Group's IJH Position: Q1 2026 in Review

Victory Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q1 2026, selling an estimated $27.6K and leaving 7,661 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #191.

Victory Financial Group first reported a position in IJH in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.36M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Victory Financial Group held 7,661 shares of iShares Core S&P Mid-Cap ETF worth $517K as of Q1 2026.
Victory Financial Group sold 398 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $27.6K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Victory Financial Group's portfolio in Q1 2026, its #191 holding.
Victory Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $1.36M in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.