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Syntegra Private Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Syntegra Private Wealth 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 		$668K Buy
8,661
+224
+3% +$16.4K 0.05% 91
2026
Q1 		$570K Sell
8,437
-199
-2% -$13.8K 0.05% 96
2025
Q4 		$570K Hold
8,636
– – 0.05% 94
2025
Q3 		$564K Sell
8,636
-188
-2% -$12.1K 0.05% 90
2025
Q2 		$547K Buy
8,824
+1,000
+13% +$58.7K 0.06% 86
2025
Q1 		$457K Sell
7,824
-1,133
-13% -$70.4K 0.05% 88
2024
Q4 		$558K Buy
8,957
+731
+9% +$46.9K 0.06% 72
2024
Q3 		$513K Buy
8,226
+12
+0.1% +$724 0.06% 77
2024
Q2 		$481K Sell
8,214
-221
-3% -$13K 0.06% 75
2024
Q1 		$512K Sell
8,435
-145
-2% -$8.21K 0.07% 68
2023
Q4 		$476K Sell
8,580
-780
-8% -$39.6K 0.07% 66
2023
Q3 		$467K Buy
9,360
+2,815
+43% +$148K 0.07% 66
2023
Q2 		$342K Sell
6,545
-2,745
-30% -$136K 0.05% 92
2023
Q1 		$465K Buy
9,290
+470
+5% +$23.9K 0.08% 72
2022
Q4 		$427K Buy
+8,820
New +$426K 0.09% 65

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group's IJH Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $16.4K and bringing the position to 8,661 shares worth $668K. The position accounts for 0.05% of the portfolio, ranked #91.

Syntegra Private Wealth Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Syntegra Private Wealth Group held 8,661 shares of iShares Core S&P Mid-Cap ETF worth $668K as of Q2 2026.
  • Syntegra Private Wealth Group bought 224 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #91 holding.
  • Syntegra Private Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.