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

Harbor Group’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 		$26.5M Sell
343,409
-866
-0.3% -$63.5K 3.11% 12
2026
Q1 		$23.2M Sell
344,275
-4,927
-1% -$342K 3.36% 10
2025
Q4 		$23M Sell
349,202
-3,581
-1% -$235K 3.45% 12
2025
Q3 		$23M Sell
352,783
-3,822
-1% -$246K 3.66% 12
2025
Q2 		$22.1M Sell
356,605
-5,838
-2% -$343K 3.92% 11
2025
Q1 		$21.1M Sell
362,443
-118,302
-25% -$7.35M 4.22% 10
2024
Q4 		$30M Sell
480,745
-72,864
-13% -$4.67M 6.72% 5
2024
Q3 		$34.5M Sell
553,609
-67,901
-11% -$4.09M 7.97% 5
2024
Q2 		$36.4M Sell
621,510
-24,271
-4% -$1.43M 9.31% 3
2024
Q1 		$39.2M Buy
645,781
+20,651
+3% +$1.17M 10.34% 1
2023
Q4 		$34.7M Sell
625,130
-15,670
-2% -$795K 9.93% 2
2023
Q3 		$32M Buy
640,800
+14,950
+2% +$783K 18% 1
2023
Q2 		$32.7M Buy
625,850
+20,025
+3% +$995K 18.11% 1
2023
Q1 		$30.3M Buy
605,825
+11,175
+2% +$569K 18.07% 1
2022
Q4 		$28.8M Buy
594,650
+9,465
+2% +$457K 18.53% 1
2022
Q3 		$25.7M Buy
585,185
+20,380
+4% +$985K 18.65% 1
2022
Q2 		$25.6M Buy
564,805
+8,885
+2% +$439K 18.77% 1
2022
Q1 		$29.8M Buy
555,920
+2,250
+0.4% +$120K 18.85% 1
2021
Q4 		$31.3M Buy
553,670
+1,985
+0.4% +$110K 18.67% 1
2021
Q3 		$29M Buy
551,685
+3,255
+0.6% +$175K 18.71% 1
2021
Q2 		$29.5M Buy
548,430
+10,135
+2% +$547K 19.4% 1
2021
Q1 		$29M Sell
538,295
-4,275
-0.8% -$213K 19.8% 1
2020
Q4 		$26.2M Buy
+542,570
New +$22.9M 19.6% 1

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harbor Group's IJH Position: Q2 2026 in Review

Harbor Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, selling an estimated $63.5K and leaving 343,409 shares worth $26.5M. The position accounts for 3.11% of the portfolio, ranked #12.

Harbor Group first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $39.2M in Q1 2024. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Harbor Group held 343,409 shares of iShares Core S&P Mid-Cap ETF worth $26.5M as of Q2 2026.
  • Harbor Group sold 866 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.5K.
  • iShares Core S&P Mid-Cap ETF made up 3.11% of Harbor Group's portfolio in Q2 2026, its #12 holding.
  • Harbor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Harbor Group's iShares Core S&P Mid-Cap ETF position peaked at $39.2M in Q1 2024.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.