Harmony Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Harmony Asset Management’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 Q3	$2.42M	Buy	33,675 +17,820	+112%	+$1.34M	0.61%	42
2026 Q2	$1.22M	Buy	15,855 +1,649	+12%	+$121K	0.33%	74
2026 Q1	$959K	Buy	14,206 +478	+3%	+$33.2K	0.29%	87
2025 Q4	$906K	Sell	13,728 -999	-7%	-$65.4K	0.3%	82
2025 Q3	$961K	Sell	14,727 -11,176	-43%	-$718K	0.33%	73
2025 Q2	$1.61M	Sell	25,903 -2,175	-8%	-$128K	0.6%	44
2025 Q1	$1.64M	Buy	28,078 +9,046	+48%	+$562K	0.69%	39
2024 Q4	$1.19M	Buy	19,032 +12,400	+187%	+$795K	0.47%	55
2024 Q3	$413K	Hold	6,632	–	–	0.15%	116
2024 Q2	$388K	Buy	6,632 +12	+0.2%	+$705	0.16%	105
2024 Q1	$402K	Buy	6,620 +985	+17%	+$55.8K	0.17%	102
2023 Q4	$312K	Buy	+5,635	New	+$286K	0.13%	107

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Harmony Asset Management's IJH Position: Q3 2026 in Review

Harmony Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 112% in Q3 2026, buying an estimated $1.34M and bringing the position to 33,675 shares worth $2.42M. The position accounts for 0.61% of the portfolio, ranked #42.

Harmony Asset Management first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Harmony Asset Management held 33,675 shares of iShares Core S&P Mid-Cap ETF worth $2.42M as of Q3 2026.
Harmony Asset Management bought 17,820 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.34M.
iShares Core S&P Mid-Cap ETF made up 0.61% of Harmony Asset Management's portfolio in Q3 2026, its #42 holding.
Harmony Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.