Vista Investment Partners II’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vista Investment Partners II’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	$421K	Buy	5,462 +241	+5%	+$17.7K	0.17%	112
2026 Q1	$353K	Sell	5,221 -322	-6%	-$22.3K	0.16%	112
2025 Q4	$366K	Sell	5,543 -1,075	-16%	-$70.4K	0.16%	107
2025 Q3	$432K	Sell	6,618 -513	-7%	-$33K	0.2%	91
2025 Q2	$442K	Sell	7,131 -1,732	-20%	-$102K	0.21%	89
2025 Q1	$517K	Sell	8,863 -37	-0.4%	-$2.3K	0.29%	78
2024 Q4	$555K	Buy	+8,900	New	+$571K	0.33%	72

Other funds holding IJH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

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

Vista Investment Partners II's IJH Position: Q2 2026 in Review

Vista Investment Partners II increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, buying an estimated $17.7K and bringing the position to 5,462 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #112.

Vista Investment Partners II first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $555K in Q4 2024. 1,453 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Vista Investment Partners II held 5,462 shares of iShares Core S&P Mid-Cap ETF worth $421K as of Q2 2026.
Vista Investment Partners II bought 241 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $17.7K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Vista Investment Partners II's portfolio in Q2 2026, its #112 holding.
Vista Investment Partners II first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's iShares Core S&P Mid-Cap ETF position peaked at $555K in Q4 2024.
1,453 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.