Bar Harbor Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bar Harbor Wealth Management’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	$39.8M	Sell	515,533 -4,819	-0.9%	-$354K	2.13%	9
2026 Q1	$35.1M	Buy	520,352 +32,403	+7%	+$2.25M	2.06%	8
2025 Q4	$32.2M	Buy	487,949 +6,390	+1%	+$419K	1.86%	11
2025 Q3	$31.4M	Buy	481,559 +2,745	+0.6%	+$176K	1.89%	12
2025 Q2	$29.7M	Buy	478,814 +918	+0.2%	+$53.9K	1.9%	9
2025 Q1	$27.9M	Buy	477,896 +5,896	+1%	+$366K	1.85%	10
2024 Q4	$29.4M	Buy	472,000 +26,368	+6%	+$1.69M	1.93%	9
2024 Q3	$27.8M	Buy	445,632 +3,664	+0.8%	+$221K	1.77%	9
2024 Q2	$25.9M	Sell	441,968 -7,262	-2%	-$427K	1.71%	11
2024 Q1	$27.3M	Buy	449,230 +10,490	+2%	+$594K	1.82%	10
2023 Q4	$24.3M	Buy	438,740 +5,490	+1%	+$278K	1.81%	10
2023 Q3	$21.6M	Sell	433,250 -3,425	-0.8%	-$179K	1.72%	9
2023 Q2	$22.8M	Sell	436,675 -11,325	-3%	-$563K	1.75%	9
2023 Q1	$22.4M	Sell	448,000 -12,265	-3%	-$625K	1.78%	11
2022 Q4	$22.3M	Sell	460,265 -6,680	-1%	-$323K	1.78%	10
2022 Q3	$20.5M	Buy	466,945 +250	+0.1%	+$12.1K	1.76%	9
2022 Q2	$21.1M	Buy	466,695 +10,620	+2%	+$524K	1.69%	9
2022 Q1	$24.5M	Buy	456,075 +5,400	+1%	+$287K	2.2%	8
2021 Q4	$25.5M	Buy	450,675 +6,270	+1%	+$349K	2.17%	8
2021 Q3	$23.4M	Sell	444,405 -650	-0.1%	-$35K	2.19%	8
2021 Q2	$23.9M	Sell	445,055 -8,885	-2%	-$480K	2.22%	9
2021 Q1	$23.6M	Buy	453,940 +6,605	+1%	+$330K	2.3%	8
2020 Q4	$20.6M	Buy	447,335 +16,185	+4%	+$682K	2.06%	8
2020 Q3	$16M	Sell	431,150 -18,445	-4%	-$690K	1.77%	10
2020 Q2	$16M	Sell	449,595 -34,450	-7%	-$1.14M	1.85%	10
2020 Q1	$13.9M	Buy	484,045 +1,780	+0.4%	+$66.2K	1.88%	9
2019 Q4	$19.9M	Sell	482,265 -12,885	-3%	-$511K	2.17%	7
2019 Q3	$19.1M	Sell	495,150 -7,610	-2%	-$292K	2.22%	7
2019 Q2	$19.5M	Buy	502,760 +330	+0.1%	+$12.6K	2.27%	6
2019 Q1	$19M	Sell	502,430 -11,555	-2%	-$427K	2.28%	6
2018 Q4	$17.1M	Sell	513,985 -7,515	-1%	-$274K	2.27%	7
2018 Q3	$21M	Sell	521,500 -2,590	-0.5%	-$104K	2.38%	6
2018 Q2	$20.4M	Sell	524,090 -1,455	-0.3%	-$56.2K	2.46%	8
2018 Q1	$19.7M	Sell	525,545 -950	-0.2%	-$36.3K	2.42%	7
2017 Q4	$20M	Buy	526,495 +2,445	+0.5%	+$90.4K	2.33%	10
2017 Q3	$18.8M	Sell	524,050 -38,760	-7%	-$1.35M	2.27%	11
2017 Q2	$19.6M	Sell	562,810 -20,995	-4%	-$725K	2.35%	11
2017 Q1	$20M	Sell	583,805 -107,375	-16%	-$3.65M	2.34%	10
2016 Q4	$22.9M	Buy	691,180 +6,465	+0.9%	+$205K	2.52%	9
2016 Q3	$21.2M	Sell	684,715 -8,895	-1%	-$275K	2.4%	9
2016 Q2	$20.7M	Sell	693,610 -805	-0.1%	-$23.6K	2.41%	9
2016 Q1	$20M	Sell	694,415 -2,075	-0.3%	-$55.4K	2.44%	9
2015 Q4	$19.4M	Sell	696,490 -4,375	-0.6%	-$125K	2.44%	9
2015 Q3	$19.1M	Buy	700,865 +2,765	+0.4%	+$80.4K	2.54%	8
2015 Q2	$20.9M	Sell	698,100 -1,000	-0.1%	-$30.5K	2.55%	8
2015 Q1	$21.2M	Buy	699,100 +11,010	+2%	+$326K	2.58%	8
2014 Q4	$19.9M	Buy	688,090 +5,605	+0.8%	+$157K	2.49%	9
2014 Q3	$18.7M	Sell	682,485 -11,540	-2%	-$325K	2.4%	9
2014 Q2	$19.9M	Sell	694,025 -8,755	-1%	-$241K	2.49%	8
2014 Q1	$19.3M	Buy	702,780 +1,435	+0.2%	+$38.6K	2.48%	8
2013 Q4	$18.8M	Buy	701,345 +580	+0.1%	+$15K	2.44%	7
2013 Q3	$17.4M	Sell	700,765 -13,160	-2%	-$321K	2.44%	8
2013 Q2	$16.5M	Buy	+713,925	New	+$16.6M	2.39%	8

Other funds holding IJH

VFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Bar Harbor Wealth Management's IJH Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.93% in Q2 2026, selling an estimated $354K and leaving 515,533 shares worth $39.8M. The position accounts for 2.13% of the portfolio, ranked #9.

Bar Harbor Wealth Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bar Harbor Wealth Management held 515,533 shares of iShares Core S&P Mid-Cap ETF worth $39.8M as of Q2 2026.
Bar Harbor Wealth Management sold 4,819 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $354K.
iShares Core S&P Mid-Cap ETF made up 2.13% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #9 holding.
Bar Harbor Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.