Harbor Advisory Corp’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
Q1
$13.8M Buy
203,872
+60,851
+43% +$4.22M 4.14% 5
2025
Q4
$9.44M Sell
143,021
-24,091
-14% -$1.58M 2.86% 14
2025
Q3
$10.9M Buy
167,112
+8,992
+6% +$578K 3.23% 10
2025
Q2
$9.81M Buy
158,120
+4,187
+3% +$246K 3.12% 11
2025
Q1
$8.98M Buy
153,933
+7,771
+5% +$483K 3.01% 9
2024
Q4
$9.11M Buy
146,162
+2,114
+1% +$136K 2.99% 10
2024
Q3
$8.98M Sell
144,048
-435
-0.3% -$26.2K 2.93% 10
2024
Q2
$8.46M Buy
144,483
+495
+0.3% +$29.1K 2.92% 10
2024
Q1
$8.75M Sell
143,988
-2,217
-2% -$126K 2.98% 10
2023
Q4
$8.1M Sell
146,205
-5,535
-4% -$281K 2.9% 9
2023
Q3
$7.57M Buy
151,740
+10,435
+7% +$547K 2.74% 11
2023
Q2
$7.39M Buy
141,305
+13,865
+11% +$689K 2.61% 11
2023
Q1
$6.38M Buy
127,440
+6,080
+5% +$310K 2.43% 11
2022
Q4
$5.87M Sell
121,360
-10,595
-8% -$512K 2.4% 14
2022
Q3
$5.79M Buy
131,955
+2,110
+2% +$102K 2.66% 13
2022
Q2
$5.88M Buy
129,845
+22,845
+21% +$1.13M 2.57% 13
2022
Q1
$5.74M Buy
107,000
+22,865
+27% +$1.22M 2.3% 16
2021
Q4
$4.76M Buy
84,135
+4,685
+6% +$261K 1.93% 20
2021
Q3
$4.18M Hold
79,450
1.81% 19
2021
Q2
$4.27M Hold
79,450
1.93% 19
2021
Q1
$4.14M Buy
79,450
+16,415
+26% +$820K 1.64% 20
2020
Q4
$2.9M Buy
+63,035
New +$2.66M 1.53% 22

Other funds holding IJH

Harbor Advisory Corp's IJH Position: Q1 2026 in Review

Harbor Advisory Corp increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 43% in Q1 2026, buying an estimated $4.22M and bringing the position to 203,872 shares worth $13.8M. The position accounts for 4.14% of the portfolio, ranked #5.

Harbor Advisory Corp first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Harbor Advisory Corp held 203,872 shares of iShares Core S&P Mid-Cap ETF worth $13.8M as of Q1 2026.
  • Harbor Advisory Corp bought 60,851 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.22M.
  • iShares Core S&P Mid-Cap ETF made up 4.14% of Harbor Advisory Corp's portfolio in Q1 2026, its #5 holding.
  • Harbor Advisory Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.