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
2024 Q4 ADDED 1,285,202 +8,667 +0.7% 7.11% $80.1M $61.30
2024 Q3 ADDED 1,276,535 +10,508 +0.8% 7.04% $79.6M $61.06
2024 Q2 ADDED 1,266,027 +3,216 +0.3% 6.70% $74.1M $57.11
2024 Q1 ADDED 1,262,811 +1,012,338 +404.2% 6.99% $76.7M $59.12
2023 Q4 REDUCED 250,473 -8,740 -3.4% 7.02% $69.4M $53.81
2023 Q3 ADDED 259,213 +23 +0.0% 6.77% $64.6M $48.20
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJH price (monthly, adj. close)
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