Vision Retirement’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$155K Sell
2,005
-192
-9% -$14.1K 0.04% 146
2026
Q1
$148K Sell
2,197
-128
-6% -$8.88K 0.04% 135
2025
Q4
$153K Buy
+2,325
New +$152K 0.04% 140

Other funds holding IJH

Vision Retirement's IJH Position: Q2 2026 in Review

Vision Retirement reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.7% in Q2 2026, selling an estimated $14.1K and leaving 2,005 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #146.

Vision Retirement first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Vision Retirement held 2,005 shares of iShares Core S&P Mid-Cap ETF worth $155K as of Q2 2026.
  • Vision Retirement sold 192 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Vision Retirement's portfolio in Q2 2026, its #146 holding.
  • Vision Retirement first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.