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

Symphony Financial Services’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	$1.15M	Buy	14,952 +617	+4%	+$45.3K	0.52%	31
2026 Q1	$968K	Sell	14,335 -512	-3%	-$35.5K	0.5%	34
2025 Q4	$980K	Buy	14,847 +899	+6%	+$58.9K	0.5%	32
2025 Q3	$910K	Buy	+13,948	New	+$896K	0.49%	31
2025 Q1	–	Sell	-4,006	Closed	-$250K	–	88
2024 Q4	$250K	Sell	4,006 -2,693	-40%	-$173K	0.2%	66
2024 Q3	$296K	Buy	6,699 +3,111	+87%	+$188K	0.25%	56
2024 Q2	$208K	Buy	+3,588	New	+$211K	0.18%	78

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Symphony Financial Services's IJH Position: Q2 2026 in Review

Symphony Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q2 2026, buying an estimated $45.3K and bringing the position to 14,952 shares worth $1.15M. The position accounts for 0.52% of the portfolio, ranked #31.

Symphony Financial Services first reported a position in IJH in Q2 2024 and has held it in 7 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Symphony Financial Services held 14,952 shares of iShares Core S&P Mid-Cap ETF worth $1.15M as of Q2 2026.
Symphony Financial Services bought 617 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $45.3K.
iShares Core S&P Mid-Cap ETF made up 0.52% of Symphony Financial Services's portfolio in Q2 2026, its #31 holding.
Symphony Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 7 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.