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

Symphony Financial’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	$2.32M	Buy	30,242 +597	+2%	+$43.8K	0.25%	82
2026 Q1	$1.99M	Sell	29,645 -11,218	-27%	-$778K	0.26%	79
2025 Q4	$2.71M	Sell	40,863 -8,808	-18%	-$577K	0.36%	61
2025 Q3	$3.25M	Buy	49,671 +884	+2%	+$56.8K	0.4%	60
2025 Q2	$3.09M	Sell	48,787 -13,828	-22%	-$812K	0.41%	60
2025 Q1	$3.65M	Sell	62,615 -183,165	-75%	-$11.4M	2.16%	13
2024 Q4	$16M	Sell	245,780 -9,815	-4%	-$629K	2.52%	10
2024 Q3	$15.9M	Buy	255,595 +1,597	+0.6%	+$96.3K	2.63%	7
2024 Q2	$14.8M	Buy	253,998 +40,980	+19%	+$2.41M	2.7%	6
2024 Q1	$12.9M	Sell	213,018 -73,742	-26%	-$4.17M	3.01%	6
2023 Q4	$15.6M	Sell	286,760 -280,250	-49%	-$14.2M	3.35%	5
2023 Q3	$28.3M	Buy	567,010 +182,420	+47%	+$9.56M	6.92%	1
2023 Q2	$20M	Buy	384,590 +37,240	+11%	+$1.85M	4.91%	2
2023 Q1	$17.1M	Sell	347,350 -15,775	-4%	-$804K	4.43%	3
2022 Q4	$18.2M	Buy	363,125 +130,820	+56%	+$6.32M	4.8%	1
2022 Q3	$10.3M	Sell	232,305 -75,260	-24%	-$3.64M	3.36%	3
2022 Q2	$14.1M	Sell	307,565 -65,530	-18%	-$3.23M	4.16%	4
2022 Q1	$19M	Buy	373,095 +108,860	+41%	+$5.8M	4.47%	3
2021 Q4	$15M	Buy	264,235 +92,855	+54%	+$5.17M	4.17%	5
2021 Q3	$9.16M	Buy	171,380 +15,305	+10%	+$823K	3.19%	7
2021 Q2	$8.38M	Sell	156,075 -17,530	-10%	-$946K	2.85%	8
2021 Q1	$12.5M	Buy	173,605 +123,255	+245%	+$6.16M	3.31%	6
2020 Q4	$2.28M	Buy	+50,350	New	+$2.12M	0.82%	30

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

Symphony Financial's IJH Position: Q2 2026 in Review

Symphony Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q2 2026, buying an estimated $43.8K and bringing the position to 30,242 shares worth $2.32M. The position accounts for 0.25% of the portfolio, ranked #82.

Symphony Financial first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.3M in Q3 2023. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Symphony Financial held 30,242 shares of iShares Core S&P Mid-Cap ETF worth $2.32M as of Q2 2026.
Symphony Financial bought 597 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $43.8K.
iShares Core S&P Mid-Cap ETF made up 0.25% of Symphony Financial's portfolio in Q2 2026, its #82 holding.
Symphony Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Symphony Financial's iShares Core S&P Mid-Cap ETF position peaked at $28.3M in Q3 2023.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.