HI
IJH icon

Harbour Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Harbour Investments’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
Q1 		$84.9M Buy
1,257,653
+3,416
+0.3% +$237K 1.31% 8
2025
Q4 		$82.8M Sell
1,254,237
-13,243
-1% -$867K 1.68% 6
2025
Q3 		$82.7M Buy
1,267,480
+41,291
+3% +$2.65M 1.88% 5
2025
Q2 		$76M Buy
1,226,189
+102,677
+9% +$6.03M 1.93% 5
2025
Q1 		$65.6M Buy
1,123,512
+33,866
+3% +$2.1M 1.87% 7
2024
Q4 		$67.9M Buy
1,089,646
+66,027
+6% +$4.23M 1.95% 6
2024
Q3 		$63.8M Buy
1,023,619
+904,671
+761% +$54.6M 1.92% 7
2024
Q2 		$6.96M Sell
118,948
-6,189
-5% -$364K 0.23% 76
2024
Q1 		$7.6M Buy
125,137
+4,257
+4% +$241K 0.27% 64
2023
Q4 		$6.7M Buy
120,880
+5,405
+5% +$274K 0.28% 62
2023
Q3 		$5.76M Buy
115,475
+12,770
+12% +$669K 0.29% 63
2023
Q2 		$5.37M Buy
102,705
+495
+0.5% +$24.6K 0.27% 66
2023
Q1 		$5.11M Buy
102,210
+7,450
+8% +$380K 0.28% 60
2022
Q4 		$4.58M Sell
94,760
-590
-0.6% -$28.5K 0.28% 55
2022
Q3 		$4.31M Hold
95,350
– – 0.29% 56
2022
Q2 		$4.31M Buy
+95,350
New +$4.71M 0.29% 56
2021
Q4 		$5.42M Sell
95,700
-1,466,535
-94% -$81.6M 0.32% 56
2021
Q3 		$82.2M Buy
1,562,235
+46,255
+3% +$2.49M 2.63% 1
2021
Q2 		$81.5M Buy
1,515,980
+6,670
+0.4% +$360K 2.6% 1
2021
Q1 		$78.6M Buy
+1,509,310
New +$75.4M 2.83% 1

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harbour Investments's IJH Position: Q1 2026 in Review

Harbour Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.27% in Q1 2026, buying an estimated $237K and bringing the position to 1,257,653 shares worth $84.9M. The position accounts for 1.31% of the portfolio, ranked #8.

Harbour Investments first reported a position in IJH in Q1 2021 and has held it in 20 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Harbour Investments held 1,257,653 shares of iShares Core S&P Mid-Cap ETF worth $84.9M as of Q1 2026.
  • Harbour Investments bought 3,416 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $237K.
  • iShares Core S&P Mid-Cap ETF made up 1.31% of Harbour Investments's portfolio in Q1 2026, its #8 holding.
  • Harbour Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.