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

Financial Synergies Wealth Advisors’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	$393K	Sell	5,095 -10,549	-67%	-$774K	0.03%	94
2026 Q1	$1.06M	Sell	15,644 -41	-0.3%	-$2.84K	0.1%	59
2025 Q4	$1.04M	Buy	15,685 +63	+0.4%	+$4.13K	0.1%	55
2025 Q3	$1.02M	Buy	15,622 +41	+0.3%	+$2.63K	0.1%	51
2025 Q2	$966K	Buy	15,581 +40	+0.3%	+$2.35K	0.11%	51
2025 Q1	$907K	Sell	15,541 -369	-2%	-$22.9K	0.11%	45
2024 Q4	$991K	Sell	15,910 -1,491	-9%	-$95.6K	0.12%	41
2024 Q3	$1.08M	Sell	17,401 -11,131	-39%	-$671K	0.13%	40
2024 Q2	$1.67M	Buy	28,532 +47	+0.2%	+$2.76K	0.22%	34
2024 Q1	$1.73M	Sell	28,485 -11,790	-29%	-$667K	0.23%	38
2023 Q4	$1.95M	Buy	40,275 +11,990	+42%	+$608K	0.3%	32
2023 Q3	$1.41M	Sell	28,285 -10,980	-28%	-$575K	0.2%	34
2023 Q2	$2.05M	Sell	39,265 -1,155	-3%	-$57.4K	0.29%	31
2023 Q1	$2.02M	Buy	40,420 +145	+0.4%	+$7.39K	0.3%	32
2022 Q4	$1.95M	Buy	40,275 +260	+0.6%	+$12.6K	0.3%	32
2022 Q3	$1.75M	Buy	40,015 +15	+0%	+$725	0.3%	29
2022 Q2	$1.81M	Sell	40,000 -150	-0.4%	-$7.41K	0.29%	27
2022 Q1	$2.15M	Buy	40,150 +120	+0.3%	+$6.39K	0.34%	25
2021 Q4	$2.27M	Buy	40,030 +215	+0.5%	+$12K	0.31%	27
2021 Q3	$2.09M	Buy	39,815 +755	+2%	+$40.6K	0.29%	26
2021 Q2	$2.1M	Buy	39,060 +775	+2%	+$41.8K	0.29%	26
2021 Q1	$1.99M	Sell	38,285 -1,390	-4%	-$69.4K	0.29%	26
2020 Q4	$1.82M	Sell	39,675 -1,695	-4%	-$71.4K	0.28%	27
2020 Q3	$1.53M	Sell	41,370 -8,030	-16%	-$300K	0.39%	31
2020 Q2	$1.76M	Buy	49,400 +9,365	+23%	+$311K	0.6%	22
2020 Q1	$1.15M	Buy	40,035 +95	+0.2%	+$3.53K	0.66%	17
2019 Q4	$1.64M	Buy	39,940 +320	+0.8%	+$12.7K	0.74%	15
2019 Q3	$1.53M	Hold	39,620	–	–	0.75%	12
2019 Q2	$1.54M	Buy	39,620 +230	+0.6%	+$8.81K	0.77%	12
2019 Q1	$1.49M	Buy	+39,390	New	+$1.45M	0.79%	12

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Financial Synergies Wealth Advisors's IJH Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 67% in Q2 2026, selling an estimated $774K and leaving 5,095 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #94.

Financial Synergies Wealth Advisors first reported a position in IJH in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.27M in Q4 2021. 1,110 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Synergies Wealth Advisors held 5,095 shares of iShares Core S&P Mid-Cap ETF worth $393K as of Q2 2026.
Financial Synergies Wealth Advisors sold 10,549 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $774K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
Financial Synergies Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.27M in Q4 2021.
1,110 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.