IJH — iSH CORE S&P MID CAP

Ownership history in VICUS CAPITAL · 45 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in iSH CORE S&P MID CAP (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

11.87% (2021 Q2)

Avg. % of fund

6.12%

First filed

2014 Q4

Last filed

2025 Q4

Quarters held

45

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	466,314	-201,618	-30.2%	2.31%	$30.8M	$65.85
2025 Q3	REDUCED	667,932	-509,298	-43.3%	3.33%	$43.6M	$64.79
2025 Q2	ADDED	1,177,230	+46,589	+4.1%	6.07%	$73.0M	$61.37
2025 Q1	REDUCED	1,130,641	-154,561	-12.0%	6.14%	$66.0M	$57.56

% of Fund (quarterly) IJH price (monthly, adj. close)

Other funds also holding IJH

As of 2025 Q4 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.85% New England Professional Planning Group Inc. 3Y 7Y 18.17% LTG Capital LLC 3Y 17.92% Chandler Asset Management, Inc. 3Y 15.41% TRUEFG, LLC 3Y 14.7% INSTRUMENTAL WEALTH, LLC 14.43% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.61% Platt Investment Counsel, LLC 3Y 13.47% Urban Financial Advisory Corp 12.71% Lee Financial Co 3Y 7Y 12.43%

← Back to VICUS CAPITAL Holdings