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

VisionPoint Advisory 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 Q2	$1.33M	Sell	17,249 -912	-5%	-$66.9K	0.22%	111
2026 Q1	$1.23M	Buy	18,161 +454	+3%	+$31.5K	0.23%	101
2025 Q4	$1.17M	Buy	17,707 +1,287	+8%	+$84.3K	0.23%	106
2025 Q3	$1.07M	Buy	16,420 +2,066	+14%	+$133K	0.21%	115
2025 Q2	$890K	Buy	14,354 +2,308	+19%	+$135K	0.19%	121
2025 Q1	$703K	Buy	+12,046	New	+$748K	0.24%	88
2020 Q1	–	Sell	-5,560	Closed	-$229K	–	138
2019 Q4	$229K	Sell	5,560 -2,580	-32%	-$102K	0.1%	112
2019 Q3	$309K	Sell	8,140 -5,280	-39%	-$203K	0.08%	96
2019 Q2	$521K	Sell	13,420 -6,575	-33%	-$252K	0.15%	70
2019 Q1	$757K	Buy	19,995 +10,310	+106%	+$381K	0.21%	61
2018 Q4	$322K	Buy	+9,685	New	+$353K	0.1%	77

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

VisionPoint Advisory Group's IJH Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q2 2026, selling an estimated $66.9K and leaving 17,249 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #111.

VisionPoint Advisory Group first reported a position in IJH in Q4 2018 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

VisionPoint Advisory Group held 17,249 shares of iShares Core S&P Mid-Cap ETF worth $1.33M as of Q2 2026.
VisionPoint Advisory Group sold 912 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $66.9K.
iShares Core S&P Mid-Cap ETF made up 0.22% of VisionPoint Advisory Group's portfolio in Q2 2026, its #111 holding.
VisionPoint Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.