Everett Harris & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $657K | Buy |
8,520
+870
| +11% | +$63.8K | 0.01% | 188 |
|
|
2026
Q1 | $517K | Hold |
7,650
| – | – | 0.01% | 221 |
|
|
2025
Q4 | $505K | Hold |
7,650
| – | – | 0.01% | 226 |
|
|
2025
Q3 | $499K | Sell |
7,650
-110
| -1% | -$7.07K | 0.01% | 222 |
|
|
2025
Q2 | $481K | Sell |
7,760
-200
| -3% | -$11.7K | 0.01% | 225 |
|
|
2025
Q1 | $464K | Sell |
7,960
-821
| -9% | -$51K | 0.01% | 214 |
|
|
2024
Q4 | $547K | Hold |
8,781
| – | – | 0.01% | 189 |
|
|
2024
Q3 | $547K | Buy |
8,781
+771
| +10% | +$46.5K | 0.01% | 181 |
|
|
2024
Q2 | $469K | Hold |
8,010
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $487K | Buy |
8,010
+50
| +0.6% | +$2.83K | 0.01% | 184 |
|
|
2023
Q4 | $441K | Sell |
7,960
-400
| -5% | -$20.3K | 0.01% | 184 |
|
|
2023
Q3 | $417K | Hold |
8,360
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $437K | Sell |
8,360
-2,270
| -21% | -$113K | 0.01% | 181 |
|
|
2023
Q1 | $532K | Buy |
10,630
+105
| +1% | +$5.35K | 0.01% | 170 |
|
|
2022
Q4 | $509K | Sell |
10,525
-500
| -5% | -$24.2K | 0.01% | 170 |
|
|
2022
Q3 | $483K | Buy |
11,025
+50
| +0.5% | +$2.42K | 0.01% | 173 |
|
|
2022
Q2 | $497K | Sell |
10,975
-335
| -3% | -$16.5K | 0.01% | 180 |
|
|
2022
Q1 | $607K | Sell |
11,310
-625
| -5% | -$33.3K | 0.01% | 171 |
|
|
2021
Q4 | $676K | Buy |
11,935
+335
| +3% | +$18.6K | 0.01% | 161 |
|
|
2021
Q3 | $610K | Sell |
11,600
-375
| -3% | -$20.2K | 0.01% | 163 |
|
|
2021
Q2 | $644K | Sell |
11,975
-1,500
| -11% | -$81K | 0.01% | 160 |
|
|
2021
Q1 | $701K | Sell |
13,475
-420
| -3% | -$21K | 0.01% | 147 |
|
|
2020
Q4 | $639K | Sell |
13,895
-470
| -3% | -$19.8K | 0.01% | 154 |
|
|
2020
Q3 | $532K | Buy |
14,365
+920
| +7% | +$34.4K | 0.01% | 161 |
|
|
2020
Q2 | $478K | Buy |
13,445
+1,575
| +13% | +$52.3K | 0.01% | 158 |
|
|
2020
Q1 | $342K | Buy |
11,870
+3,800
| +47% | +$141K | 0.01% | 169 |
|
|
2019
Q4 | $332K | Sell |
8,070
-250
| -3% | -$9.91K | 0.01% | 211 |
|
|
2019
Q3 | $322K | Hold |
8,320
| – | – | 0.01% | 201 |
|
|
2019
Q2 | $323K | Buy |
8,320
+2,250
| +37% | +$86.2K | 0.01% | 204 |
|
|
2019
Q1 | $230K | Hold |
6,070
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $202K | Hold |
6,070
| – | – | 0.01% | 224 |
|
|
2018
Q3 | $244K | Hold |
6,070
| – | – | 0.01% | 227 |
|
|
2018
Q2 | $236K | Hold |
6,070
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $228K | Hold |
6,070
| – | – | 0.01% | 223 |
|
|
2017
Q4 | $230K | Sell |
6,070
-2,300
| -27% | -$85.1K | 0.01% | 223 |
|
|
2017
Q3 | $299K | Buy |
+8,370
| New | +$292K | 0.01% | 199 |
|
Other funds holding IJH
Everett Harris & Co's IJH Position: Q2 2026 in Review
Everett Harris & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, buying an estimated $63.8K and bringing the position to 8,520 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #188.
Everett Harris & Co first reported a position in IJH in Q3 2017 and has held it in 36 quarters since. The position peaked at $701K in Q1 2021. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Everett Harris & Co held 8,520 shares of iShares Core S&P Mid-Cap ETF worth $657K as of Q2 2026.
- Everett Harris & Co bought 870 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.8K.
- iShares Core S&P Mid-Cap ETF made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #188 holding.
- Everett Harris & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Everett Harris & Co's iShares Core S&P Mid-Cap ETF position peaked at $701K in Q1 2021.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.