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Vise Technologies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vise Technologies’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 		$3.71M Hold
56,279
– – 0.07% 222
2025
Q4 		$3.71M Buy
56,279
+28,866
+105% +$1.89M 0.07% 223
2025
Q3 		$1.79M Buy
27,413
+11,988
+78% +$770K 0.07% 283
2025
Q2 		$957K Buy
+15,425
New +$905K 0.04% 444
2024
Q4 		$526K Buy
+8,449
New +$542K 0.04% 416

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

Vise Technologies's IJH Position: Q1 2026 in Review

Vise Technologies held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 56,279 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #222.

Vise Technologies first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Vise Technologies held 56,279 shares of iShares Core S&P Mid-Cap ETF worth $3.71M as of Q1 2026.
  • Vise Technologies left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Vise Technologies's portfolio in Q1 2026, its #222 holding.
  • Vise Technologies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.