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

Symmetry Partners’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	$559K	Sell	7,254 -351	-5%	-$25.8K	0.03%	117
2026 Q1	$514K	Buy	7,605 +3,964	+109%	+$275K	0.03%	103
2025 Q4	$240K	Sell	3,641 -36	-1%	-$2.36K	0.01%	171
2025 Q3	$240K	Sell	3,677 -36	-1%	-$2.31K	0.03%	143
2025 Q2	$230K	Sell	3,713 -43	-1%	-$2.52K	0.03%	131
2025 Q1	$219K	Sell	3,756 -557	-13%	-$34.6K	0.03%	125
2024 Q4	$269K	Buy	4,313 +6	+0.1%	+$385	0.04%	107
2024 Q3	$268K	Buy	+4,307	New	+$260K	0.06%	74

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Symmetry Partners's IJH Position: Q2 2026 in Review

Symmetry Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, selling an estimated $25.8K and leaving 7,254 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #117.

Symmetry Partners first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Symmetry Partners held 7,254 shares of iShares Core S&P Mid-Cap ETF worth $559K as of Q2 2026.
Symmetry Partners sold 351 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $25.8K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Symmetry Partners's portfolio in Q2 2026, its #117 holding.
Symmetry Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.