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 Q3	$1.03M	Sell	14,309 -2,940	-17%	-$222K	0.16%	142
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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

VisionPoint Advisory Group's IJH Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q3 2026, selling an estimated $222K and leaving 14,309 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #142.

VisionPoint Advisory Group first reported a position in IJH in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2026. 878 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

VisionPoint Advisory Group held 14,309 shares of iShares Core S&P Mid-Cap ETF worth $1.03M as of Q3 2026.
VisionPoint Advisory Group sold 2,940 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $222K.
iShares Core S&P Mid-Cap ETF made up 0.16% of VisionPoint Advisory Group's portfolio in Q3 2026, its #142 holding.
VisionPoint Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
VisionPoint Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $1.33M in Q2 2026.
878 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.