Vista Investment Management’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
Q1
$2.9M Sell
42,956
-284
-0.7% -$19.7K 0.97% 31
2025
Q4
$2.85M Buy
43,240
+209
+0.5% +$13.7K 0.94% 33
2025
Q3
$2.81M Sell
43,031
-124
-0.3% -$7.97K 0.98% 31
2025
Q2
$2.68M Buy
43,155
+285
+0.7% +$16.7K 0.99% 30
2025
Q1
$2.5M Buy
42,870
+635
+2% +$39.4K 0.98% 27
2024
Q4
$2.63M Sell
42,235
-515
-1% -$33K 1% 28
2024
Q3
$2.66M Sell
42,750
-163
-0.4% -$9.83K 1% 30
2024
Q2
$2.51M Sell
42,913
-181
-0.4% -$10.6K 1.02% 29
2024
Q1
$2.62M Buy
43,094
+164
+0.4% +$9.29K 1.07% 27
2023
Q4
$2.38M Buy
42,930
+30
+0.1% +$1.52K 1.11% 23
2023
Q3
$2.14M Sell
42,900
-260
-0.6% -$13.6K 1.12% 23
2023
Q2
$2.26M Sell
43,160
-40
-0.1% -$1.99K 1.14% 22
2023
Q1
$2.16M Buy
43,200
+505
+1% +$25.7K 1.14% 22
2022
Q4
$2.07M Buy
42,695
+1,050
+3% +$50.7K 1.18% 21
2022
Q3
$1.83M Buy
41,645
+605
+1% +$29.2K 1.12% 23
2022
Q2
$1.86M Buy
41,040
+2,365
+6% +$117K 1.12% 22
2022
Q1
$2.08M Buy
38,675
+870
+2% +$46.3K 1.14% 21
2021
Q4
$2.14M Buy
37,805
+365
+1% +$20.3K 1.16% 21
2021
Q3
$1.97M Buy
37,440
+65
+0.2% +$3.5K 1.16% 23
2021
Q2
$2.01M Sell
37,375
-1,085
-3% -$58.6K 1.19% 24
2021
Q1
$2M Sell
38,460
-1,220
-3% -$60.9K 1.25% 23
2020
Q4
$1.82M Buy
39,680
+1,645
+4% +$69.3K 1.22% 24
2020
Q3
$1.41M Sell
38,035
-1,225
-3% -$45.8K 1.08% 31
2020
Q2
$1.4M Buy
39,260
+2,755
+8% +$91.5K 1.2% 25
2020
Q1
$1.05M Sell
36,505
-8,590
-19% -$319K 1.07% 32
2019
Q4
$1.86M Buy
45,095
+75
+0.2% +$2.97K 1.39% 20
2019
Q3
$1.74M Buy
45,020
+645
+1% +$24.8K 1.44% 22
2019
Q2
$1.72M Buy
44,375
+805
+2% +$30.9K 1.46% 22
2019
Q1
$1.65M Sell
43,570
-550
-1% -$20.3K 1.45% 22
2018
Q4
$1.47M Buy
44,120
+3,905
+10% +$142K 1.51% 21
2018
Q3
$1.62M Buy
40,215
+460
+1% +$18.5K 1.43% 14
2018
Q2
$1.55M Sell
39,755
-175
-0.4% -$6.76K 1.51% 11
2018
Q1
$1.5M Sell
39,930
-5,735
-13% -$219K 1.57% 12
2017
Q4
$1.73M Buy
+45,665
New +$1.69M 1.81% 10

Other funds holding IJH

Vista Investment Management's IJH Position: Q1 2026 in Review

Vista Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.66% in Q1 2026, selling an estimated $19.7K and leaving 42,956 shares worth $2.9M. The position accounts for 0.97% of the portfolio, ranked #31.

Vista Investment Management first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Vista Investment Management held 42,956 shares of iShares Core S&P Mid-Cap ETF worth $2.9M as of Q1 2026.
  • Vista Investment Management sold 284 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $19.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.97% of Vista Investment Management's portfolio in Q1 2026, its #31 holding.
  • Vista Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.