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

Harbor Investment Advisory’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Sell
18,122
-270
-1% -$30K 0.15% 111
2026
Q1 		$1.85M Buy
18,392
+1,590
+9% +$163K 0.15% 116
2025
Q4 		$1.63M Buy
16,802
+9,499
+130% +$915K 0.12% 133
2025
Q3 		$700K Buy
7,303
+270
+4% +$25.4K 0.06% 232
2025
Q2 		$640K Hold
7,033
– – 0.06% 233
2025
Q1 		$586K Buy
7,033
+11
+0.2% +$991 0.06% 234
2024
Q4 		$639K Hold
7,022
– – 0.06% 205
2024
Q3 		$646K Hold
7,022
– – 0.06% 211
2024
Q2 		$619K Hold
7,022
– – 0.06% 203
2024
Q1 		$641K Buy
7,022
+170
+2% +$14.2K 0.07% 203
2023
Q4 		$543K Sell
6,852
-11
-0.2% -$807 0.06% 203
2023
Q3 		$496K Buy
6,863
+11
+0.2% +$829 0.06% 206
2023
Q2 		$514K Buy
6,852
+88
+1% +$6.28K 0.07% 215
2023
Q1 		$484K Buy
6,764
+546
+9% +$39K 0.07% 212
2022
Q4 		$425K Buy
6,218
+3,285
+112% +$226K 0.07% 223
2022
Q3 		$185K Hold
2,933
– – 0.03% 345
2022
Q2 		$187K Hold
2,933
– – 0.03% 350
2022
Q1 		$227K Hold
2,933
– – 0.03% 345
2021
Q4 		$250K Hold
2,933
– – 0.03% 331
2021
Q3 		$232K Sell
2,933
-35
-1% -$2.84K 0.03% 337
2021
Q2 		$240K Sell
2,968
-43
-1% -$3.45K 0.03% 337
2021
Q1 		$236K Buy
3,011
+43
+1% +$3.31K 0.04% 311
2020
Q4 		$214K Buy
2,968
+84
+3% +$5.6K 0.03% 302
2020
Q3 		$172K Sell
2,884
-876
-23% -$52.1K 0.03% 298
2020
Q2 		$211K Buy
3,760
+260
+7% +$13.5K 0.04% 256
2020
Q1 		$156K Sell
3,500
-396
-10% -$21.8K 0.04% 261
2019
Q4 		$232K Buy
+3,896
New +$223K 0.05% 233

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

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

Harbor Investment Advisory reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.5% in Q2 2026, selling an estimated $30K and leaving 18,122 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #111.

Harbor Investment Advisory first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. 344 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Harbor Investment Advisory held 18,122 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.13M as of Q2 2026.
  • Harbor Investment Advisory sold 270 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $30K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.15% of Harbor Investment Advisory's portfolio in Q2 2026, its #111 holding.
  • Harbor Investment Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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