Financial Symmetry’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Financial Symmetry’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	$277K	Buy	3,597 +3	+0.1%	+$220	0.09%	52
2026 Q1	$262K	Buy	+3,594	New	+$249K	0.09%	50
2025 Q4	–	Sell	-3,268	Closed	-$213K	–	61
2025 Q3	$213K	Sell	3,268 -5	-0.2%	-$321	0.1%	49
2025 Q2	$203K	Sell	3,273 -1,328	-29%	-$78K	0.1%	46
2025 Q1	$268K	Buy	4,601 +1,336	+41%	+$83K	0.16%	41
2024 Q4	$203K	Sell	3,265 -146	-4%	-$9.36K	0.14%	43
2024 Q3	$213K	Buy	+3,411	New	+$206K	0.15%	43

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Financial Symmetry's IJH Position: Q2 2026 in Review

Financial Symmetry increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q2 2026, buying an estimated $220 and bringing the position to 3,597 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #52.

Financial Symmetry first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Symmetry held 3,597 shares of iShares Core S&P Mid-Cap ETF worth $277K as of Q2 2026.
Financial Symmetry bought 3 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $220.
iShares Core S&P Mid-Cap ETF made up 0.09% of Financial Symmetry's portfolio in Q2 2026, its #52 holding.
Financial Symmetry first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.