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

Harbor Investment Advisory’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	$6.56M	Buy	85,072 +6,199	+8%	+$455K	0.46%	42
2026 Q1	$5.33M	Buy	78,873 +3,059	+4%	+$212K	0.42%	47
2025 Q4	$5M	Buy	75,814 +10,992	+17%	+$720K	0.38%	50
2025 Q3	$4.23M	Sell	64,822 -1,154	-2%	-$74.2K	0.35%	56
2025 Q2	$4.09M	Buy	65,976 +3,694	+6%	+$217K	0.36%	55
2025 Q1	$3.63M	Sell	62,282 -484	-0.8%	-$30.1K	0.35%	58
2024 Q4	$3.91M	Buy	62,766 +3,333	+6%	+$214K	0.37%	53
2024 Q3	$3.7M	Buy	59,433 +5,831	+11%	+$352K	0.37%	54
2024 Q2	$3.14M	Buy	53,602 +13	+0%	+$764	0.33%	62
2024 Q1	$3.26M	Sell	53,589 -6,956	-11%	-$394K	0.34%	57
2023 Q4	$3.36M	Buy	60,545 +635	+1%	+$32.2K	0.39%	49
2023 Q3	$2.99M	Buy	59,910 +55	+0.1%	+$2.88K	0.39%	50
2023 Q2	$3.13M	Sell	59,855 -2,375	-4%	-$118K	0.44%	50
2023 Q1	$3.11M	Buy	62,230 +2,045	+3%	+$104K	0.47%	49
2022 Q4	$2.91M	Sell	60,185 -595	-1%	-$28.7K	0.45%	53
2022 Q3	$2.67M	Buy	60,780 +925	+2%	+$44.7K	0.44%	51
2022 Q2	$2.71M	Sell	59,855 -2,145	-3%	-$106K	0.43%	51
2022 Q1	$3.33M	Buy	62,000 +2,340	+4%	+$125K	0.44%	46
2021 Q4	$3.38M	Buy	59,660 +7,920	+15%	+$441K	0.43%	45
2021 Q3	$2.72M	Buy	51,740 +2,175	+4%	+$117K	0.37%	53
2021 Q2	$2.66M	Buy	49,565 +3,915	+9%	+$211K	0.36%	57
2021 Q1	$2.38M	Buy	45,650 +2,675	+6%	+$134K	0.36%	62
2020 Q4	$1.98M	Buy	42,975 +1,820	+4%	+$76.7K	0.32%	66
2020 Q3	$1.52M	Sell	41,155 -3,280	-7%	-$123K	0.29%	73
2020 Q2	$1.58M	Buy	44,435 +2,085	+5%	+$69.2K	0.34%	67
2020 Q1	$1.22M	Sell	42,350 -22,040	-34%	-$819K	0.33%	69
2019 Q4	$2.65M	Buy	+64,390	New	+$2.55M	0.61%	33

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Harbor Investment Advisory's IJH Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.9% in Q2 2026, buying an estimated $455K and bringing the position to 85,072 shares worth $6.56M. The position accounts for 0.46% of the portfolio, ranked #42.

Harbor Investment Advisory first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 904 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Harbor Investment Advisory held 85,072 shares of iShares Core S&P Mid-Cap ETF worth $6.56M as of Q2 2026.
Harbor Investment Advisory bought 6,199 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $455K.
iShares Core S&P Mid-Cap ETF made up 0.46% of Harbor Investment Advisory's portfolio in Q2 2026, its #42 holding.
Harbor Investment Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
904 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.