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 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

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

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Harmony Asset Management's IJH Position: Q2 2026 in Review

Harmony Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, buying an estimated $121K and bringing the position to 15,855 shares worth $1.22M. The position accounts for 0.33% of the portfolio, ranked #74.

Harmony Asset Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q1 2025. 708 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Harmony Asset Management held 15,855 shares of iShares Core S&P Mid-Cap ETF worth $1.22M as of Q2 2026.
Harmony Asset Management bought 1,649 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $121K.
iShares Core S&P Mid-Cap ETF made up 0.33% of Harmony Asset Management's portfolio in Q2 2026, its #74 holding.
Harmony Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.64M in Q1 2025.
708 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.