Cynosure Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cynosure Group’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	$417K	Sell	6,178 -1,457	-19%	-$101K	0.05%	129
2025 Q4	$504K	Sell	7,635 -3,647	-32%	-$239K	0.05%	170
2025 Q3	$736K	Sell	11,282 -10,253	-48%	-$659K	0.08%	98
2025 Q2	$1.34M	Sell	21,535 -98	-0.5%	-$5.75K	0.15%	66
2025 Q1	$1.26M	Sell	21,633 -46,397	-68%	-$2.88M	0.17%	63
2024 Q4	$4.24M	Sell	68,030 -128	-0.2%	-$8.21K	0.63%	26
2024 Q3	$4.25M	Sell	68,158 -11,937	-15%	-$720K	0.62%	28
2024 Q2	$4.69M	Sell	80,095 -11,638	-13%	-$684K	0.75%	22
2024 Q1	$5.57M	Buy	91,733 +943	+1%	+$53.4K	1%	18
2023 Q4	$5.03M	Buy	90,790 +18,475	+26%	+$937K	0.9%	22
2023 Q3	$3.61M	Sell	72,315 -2,230	-3%	-$117K	1.11%	23
2023 Q2	$3.9M	Buy	+74,545	New	+$3.7M	1.17%	22
2020 Q2	–	Sell	-251,355	Closed	-$7.23M	–	35
2020 Q1	$7.23M	Sell	251,355 -49,470	-16%	-$1.84M	5.17%	7
2019 Q4	$12.4M	Hold	300,825	–	–	6.6%	5
2019 Q3	$11.6M	Hold	300,825	–	–	6.32%	5
2019 Q2	$11.7M	Hold	300,825	–	–	5.37%	5
2019 Q1	$11.4M	Hold	300,825	–	–	7.06%	5
2018 Q4	$9.99M	Buy	+300,825	New	+$11M	5.89%	5

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

Cynosure Group's IJH Position: Q1 2026 in Review

Cynosure Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q1 2026, selling an estimated $101K and leaving 6,178 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #129.

Cynosure Group first reported a position in IJH in Q4 2018 and has held it in 18 quarters since. The position peaked at $12.4M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cynosure Group held 6,178 shares of iShares Core S&P Mid-Cap ETF worth $417K as of Q1 2026.
Cynosure Group sold 1,457 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $101K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Cynosure Group's portfolio in Q1 2026, its #129 holding.
Cynosure Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 18 quarters since.
Cynosure Group's iShares Core S&P Mid-Cap ETF position peaked at $12.4M in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.