HIA
Harbor Investment Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
65,976
+3,694
| +6% | +$229K | 0.36% | 55 |
|
|
2025
Q1 | $3.63M | Sell |
62,282
-484
| -0.8% | -$28.2K | 0.35% | 58 |
|
|
2024
Q4 | $3.91M | Buy |
62,766
+3,333
| +6% | +$208K | 0.37% | 53 |
|
|
2024
Q3 | $3.7M | Buy |
59,433
+5,831
| +11% | +$363K | 0.37% | 54 |
|
|
2024
Q2 | $3.14M | Buy |
53,602
+13
| +0% | +$761 | 0.33% | 62 |
|
|
2024
Q1 | $3.26M | Buy |
53,589
+41,480
| +343% | +$2.52M | 0.34% | 57 |
|
|
2023
Q4 | $3.36M | Buy |
12,109
+127
| +1% | +$35.2K | 0.39% | 49 |
|
|
2023
Q3 | $2.99M | Buy |
11,982
+11
| +0.1% | +$2.74K | 0.39% | 50 |
|
|
2023
Q2 | $3.13M | Sell |
11,971
-475
| -4% | -$124K | 0.44% | 50 |
|
|
2023
Q1 | $3.11M | Buy |
12,446
+409
| +3% | +$102K | 0.47% | 49 |
|
|
2022
Q4 | $2.91M | Sell |
12,037
-119
| -1% | -$28.8K | 0.45% | 53 |
|
|
2022
Q3 | $2.67M | Buy |
12,156
+185
| +2% | +$40.6K | 0.44% | 51 |
|
|
2022
Q2 | $2.71M | Sell |
11,971
-429
| -3% | -$97K | 0.43% | 51 |
|
|
2022
Q1 | $3.33M | Buy |
12,400
+468
| +4% | +$126K | 0.44% | 46 |
|
|
2021
Q4 | $3.38M | Buy |
11,932
+1,584
| +15% | +$448K | 0.43% | 45 |
|
|
2021
Q3 | $2.72M | Buy |
10,348
+435
| +4% | +$114K | 0.37% | 53 |
|
|
2021
Q2 | $2.66M | Buy |
9,913
+783
| +9% | +$210K | 0.36% | 57 |
|
|
2021
Q1 | $2.38M | Buy |
9,130
+535
| +6% | +$139K | 0.36% | 62 |
|
|
2020
Q4 | $1.98M | Buy |
8,595
+364
| +4% | +$83.6K | 0.32% | 66 |
|
|
2020
Q3 | $1.53M | Sell |
8,231
-656
| -7% | -$122K | 0.29% | 73 |
|
|
2020
Q2 | $1.58M | Buy |
8,887
+417
| +5% | +$74.1K | 0.34% | 67 |
|
|
2020
Q1 | $1.22M | Sell |
8,470
-4,408
| -34% | -$634K | 0.33% | 69 |
|
|
2019
Q4 | $2.65M | Buy |
+12,878
| New | +$2.65M | 0.61% | 33 |
|