Virtue Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Virtue Asset Management’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	$579K	Buy	7,514 +2,539	+51%	+$186K	0.41%	63
2026 Q1	$336K	Hold	4,975	–	–	0.27%	77
2025 Q4	$328K	Hold	4,975	–	–	0.26%	76
2025 Q3	$325K	Buy	+4,975	New	+$320K	0.27%	76

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

Virtue Asset Management's IJH Position: Q2 2026 in Review

Virtue Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 51% in Q2 2026, buying an estimated $186K and bringing the position to 7,514 shares worth $579K. The position accounts for 0.41% of the portfolio, ranked #63.

Virtue Asset Management first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Virtue Asset Management held 7,514 shares of iShares Core S&P Mid-Cap ETF worth $579K as of Q2 2026.
Virtue Asset Management bought 2,539 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $186K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Virtue Asset Management's portfolio in Q2 2026, its #63 holding.
Virtue Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Virtue Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.