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

Clear Harbor Asset 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 Q1	$1.6M	Buy	23,713 +10,500	+79%	+$728K	0.11%	154
2025 Q4	$872K	Sell	13,213 -340	-3%	-$22.3K	0.06%	224
2025 Q3	$884K	Sell	13,553 -130	-1%	-$8.35K	0.06%	211
2025 Q2	$849K	Buy	13,683 +1,490	+12%	+$87.5K	0.06%	209
2025 Q1	$711K	Buy	12,193 +2,980	+32%	+$185K	0.06%	214
2024 Q4	$574K	Buy	9,213 +343	+4%	+$22K	0.05%	225
2024 Q3	$553K	Buy	8,870 +100	+1%	+$6.03K	0.04%	222
2024 Q2	$513K	Sell	8,770 -35	-0.4%	-$2.06K	0.04%	219
2024 Q1	$535K	Hold	8,805	–	–	0.05%	215
2023 Q4	$488K	Hold	8,805	–	–	0.04%	221
2023 Q3	$439K	Hold	8,805	–	–	0.05%	223
2023 Q2	$460K	Hold	8,805	–	–	0.05%	227
2023 Q1	$441K	Hold	8,805	–	–	0.05%	256
2022 Q4	$426K	Buy	8,805 +3,310	+60%	+$160K	0.05%	230
2022 Q3	$241K	Hold	5,495	–	–	0.03%	291
2022 Q2	$249K	Hold	5,495	–	–	0.03%	302
2022 Q1	$295K	Hold	5,495	–	–	0.03%	298
2021 Q4	$311K	Buy	+5,495	New	+$306K	0.03%	294
2020 Q4	–	Sell	-260	Closed	-$9.64K	–	503
2020 Q3	$9.64K	Buy	+260	New	+$9.72K	﹤0.01%	597
2020 Q1	–	Sell	-260	Closed	-$10.7K	–	459
2019 Q4	$10.7K	Buy	+260	New	+$10.3K	﹤0.01%	605
2015 Q1	–	Sell	-7,920	Closed	-$229K	–	315
2014 Q4	$229K	Hold	7,920	–	–	0.05%	246
2014 Q3	$217K	Hold	7,920	–	–	0.05%	188
2014 Q2	$227K	Buy	+7,920	New	+$218K	0.05%	190

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clear Harbor Asset Management's IJH Position: Q1 2026 in Review

Clear Harbor Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 79% in Q1 2026, buying an estimated $728K and bringing the position to 23,713 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #154.

Clear Harbor Asset Management first reported a position in IJH in Q2 2014 and has held it in 23 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Clear Harbor Asset Management held 23,713 shares of iShares Core S&P Mid-Cap ETF worth $1.6M as of Q1 2026.
Clear Harbor Asset Management bought 10,500 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $728K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Clear Harbor Asset Management's portfolio in Q1 2026, its #154 holding.
Clear Harbor Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 23 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.