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

Cyndeo Wealth Partners’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	$318K	Buy	4,129 +870	+27%	+$63.8K	0.02%	428
2026 Q1	$220K	Buy	3,259 +2	+0.1%	+$139	0.01%	458
2025 Q4	$215K	Buy	3,257 +61	+2%	+$4K	0.01%	456
2025 Q3	$209K	Buy	+3,196	New	+$205K	0.01%	455
2025 Q1	–	Sell	-3,352	Closed	-$209K	–	465
2024 Q4	$209K	Buy	+3,352	New	+$215K	0.01%	430
2023 Q3	–	Sell	-3,950	Closed	-$207K	–	348
2023 Q2	$207K	Buy	+3,950	New	+$196K	0.02%	311
2023 Q1	–	Sell	-4,615	Closed	-$223K	–	327
2022 Q4	$223K	Buy	+4,615	New	+$223K	0.03%	287

Other funds holding IJH

MRC

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

VFA

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

FMII

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Cyndeo Wealth Partners's IJH Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q2 2026, buying an estimated $63.8K and bringing the position to 4,129 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #428.

Cyndeo Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cyndeo Wealth Partners held 4,129 shares of iShares Core S&P Mid-Cap ETF worth $318K as of Q2 2026.
Cyndeo Wealth Partners bought 870 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.8K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #428 holding.
Cyndeo Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 7 quarters since.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.