Visionary Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Visionary Wealth Advisors’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	$595K	Buy	7,711 +3,532	+85%	+$259K	0.02%	394
2026 Q1	$282K	Buy	4,179 +323	+8%	+$22.4K	0.01%	536
2025 Q4	$255K	Buy	3,856 +3	+0.1%	+$197	0.01%	537
2025 Q3	$251K	Sell	3,853 -176	-4%	-$11.3K	0.01%	530
2025 Q2	$250K	Sell	4,029 -540	-12%	-$31.7K	0.01%	503
2025 Q1	$267K	Buy	4,569 +188	+4%	+$11.7K	0.02%	469
2024 Q4	$273K	Buy	4,381 +11	+0.3%	+$705	0.02%	458
2024 Q3	$272K	Sell	4,370 -565	-11%	-$34.1K	0.02%	456
2024 Q2	$289K	Buy	4,935 +880	+22%	+$51.7K	0.02%	418
2024 Q1	$246K	Hold	4,055	–	–	0.02%	434
2023 Q4	$225K	Sell	4,055 -1,210	-23%	-$61.4K	0.02%	443
2023 Q3	$263K	Buy	5,265 +110	+2%	+$5.76K	0.02%	390
2023 Q2	$270K	Sell	5,155 -80	-2%	-$3.98K	0.02%	384
2023 Q1	$262K	Buy	5,235 +5	+0.1%	+$255	0.02%	375
2022 Q4	$253K	Buy	+5,230	New	+$253K	0.02%	357
2022 Q3	–	Sell	-5,355	Closed	-$242K	–	425
2022 Q2	$242K	Buy	5,355 +30	+0.6%	+$1.48K	0.02%	360
2022 Q1	$286K	Buy	5,325 +35	+0.7%	+$1.86K	0.02%	334
2021 Q4	$299K	Buy	5,290 +815	+18%	+$45.4K	0.02%	293
2021 Q3	$236K	Buy	4,475 +270	+6%	+$14.5K	0.02%	276
2021 Q2	$226K	Buy	4,205 +70	+2%	+$3.78K	0.02%	303
2021 Q1	$215K	Sell	4,135 -2,205	-35%	-$110K	0.02%	300
2020 Q4	$291K	Buy	+6,340	New	+$267K	0.03%	234
2020 Q3	–	Sell	-6,500	Closed	-$231K	–	266
2020 Q2	$231K	Sell	6,500 -1,235	-16%	-$41K	0.04%	208
2020 Q1	$223K	Sell	7,735 -295	-4%	-$11K	0.04%	179
2019 Q4	$330K	Buy	+8,030	New	+$318K	0.06%	154

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

Visionary Wealth Advisors's IJH Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 85% in Q2 2026, buying an estimated $259K and bringing the position to 7,711 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #394.

Visionary Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Visionary Wealth Advisors held 7,711 shares of iShares Core S&P Mid-Cap ETF worth $595K as of Q2 2026.
Visionary Wealth Advisors bought 3,532 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $259K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #394 holding.
Visionary Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.