Copper Harbor Investment Advisors, LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Copper Harbor Investment Advisors, LLC’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	$754K	Buy	+9,773	New	+$717K	0.16%	59

Other funds holding IJH

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Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

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

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

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's IJH Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 9,773 shares worth $754K. The stake represents 0.16% of the portfolio and ranks #59 among its holdings.

1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 9,773 shares of iShares Core S&P Mid-Cap ETF worth $754K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #59 holding.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.