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Harbor Investment Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Harbor Investment Advisory’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Buy
13,619
+961
+8% +$136K 0.14% 120
2026
Q1 		$1.68M Hold
12,658
– – 0.13% 129
2025
Q4 		$1.67M Buy
12,658
+6,396
+102% +$833K 0.13% 127
2025
Q3 		$812K Sell
6,262
-603
-9% -$77.2K 0.07% 213
2025
Q2 		$848K Buy
6,865
+1,000
+17% +$118K 0.08% 192
2025
Q1 		$702K Hold
5,865
– – 0.07% 202
2024
Q4 		$733K Buy
5,865
+37
+0.6% +$4.72K 0.07% 190
2024
Q3 		$720K Buy
5,828
+299
+5% +$35.5K 0.07% 196
2024
Q2 		$627K Buy
5,529
+134
+2% +$15.3K 0.07% 202
2024
Q1 		$638K Buy
5,395
+192
+4% +$21.6K 0.07% 204
2023
Q4 		$593K Sell
5,203
-750
-13% -$77.1K 0.07% 198
2023
Q3 		$601K Buy
5,953
+290
+5% +$31K 0.08% 188
2023
Q2 		$607K Buy
5,663
+62
+1% +$6.3K 0.08% 194
2023
Q1 		$576K Buy
5,601
+315
+6% +$33.7K 0.09% 192
2022
Q4 		$533K Buy
5,286
+925
+21% +$92.4K 0.08% 195
2022
Q3 		$392K Hold
4,361
– – 0.06% 228
2022
Q2 		$412K Buy
4,361
+409
+10% +$41.7K 0.07% 224
2022
Q1 		$433K Buy
3,952
+600
+18% +$64.8K 0.06% 241
2021
Q4 		$371K Hold
3,352
– – 0.05% 261
2021
Q3 		$345K Hold
3,352
– – 0.05% 276
2021
Q2 		$353K Buy
3,352
+930
+38% +$99.3K 0.05% 278
2021
Q1 		$247K Buy
2,422
+1,560
+181% +$149K 0.04% 302
2020
Q4 		$74K Buy
862
+40
+5% +$3.14K 0.01% 520
2020
Q3 		$55K Hold
822
– – 0.01% 478
2020
Q2 		$55K Buy
822
+60
+8% +$3.76K 0.01% 426
2020
Q1 		$42K Buy
762
+100
+15% +$7.52K 0.01% 433
2019
Q4 		$57K Buy
+662
New +$54.4K 0.01% 394

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.6% in Q2 2026, buying an estimated $136K and bringing the position to 13,619 shares worth $2.01M. The position accounts for 0.14% of the portfolio, ranked #120.

Harbor Investment Advisory first reported a position in IJJ in Q4 2019 and has held it in 27 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Harbor Investment Advisory held 13,619 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.01M as of Q2 2026.
  • Harbor Investment Advisory bought 961 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $136K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Harbor Investment Advisory's portfolio in Q2 2026, its #120 holding.
  • Harbor Investment Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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