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

Synergy Financial Group’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 		$253K Sell
3,284
-1,841
-36% -$135K 0.18% 101
2026
Q1 		$346K Buy
+5,125
New +$356K 0.26% 80

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Synergy Financial Group's IJH Position: Q2 2026 in Review

Synergy Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q2 2026, selling an estimated $135K and leaving 3,284 shares worth $253K. The position accounts for 0.18% of the portfolio, ranked #101.

Synergy Financial Group first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. The position peaked at $346K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Synergy Financial Group held 3,284 shares of iShares Core S&P Mid-Cap ETF worth $253K as of Q2 2026.
  • Synergy Financial Group sold 1,841 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $135K.
  • iShares Core S&P Mid-Cap ETF made up 0.18% of Synergy Financial Group's portfolio in Q2 2026, its #101 holding.
  • Synergy Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Synergy Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $346K in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.