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

VSM Wealth Advisory’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 Q1	$19.6K	Hold	290	–	–	0.01%	295
2025 Q4	$19.1K	Hold	290	–	–	0.01%	270
2025 Q3	$18.9K	Hold	290	–	–	0.01%	281
2025 Q2	$18K	Hold	290	–	–	0.01%	319
2025 Q1	$16.9K	Hold	290	–	–	0.01%	293
2024 Q4	$18.1K	Buy	+290	New	+$18.6K	0.01%	286

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VSM Wealth Advisory's IJH Position: Q1 2026 in Review

VSM Wealth Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 290 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #295.

VSM Wealth Advisory first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

VSM Wealth Advisory held 290 shares of iShares Core S&P Mid-Cap ETF worth $19.6K as of Q1 2026.
VSM Wealth Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #295 holding.
VSM Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.