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 Q2	$98.4M	Buy	1,275,896 +18,243	+1%	+$1.34M	1.32%	8
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harbour Investments's IJH Position: Q2 2026 in Review

Harbour Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $1.34M and bringing the position to 1,275,896 shares worth $98.4M. The position accounts for 1.32% of the portfolio, ranked #8.

Harbour Investments first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Harbour Investments held 1,275,896 shares of iShares Core S&P Mid-Cap ETF worth $98.4M as of Q2 2026.
Harbour Investments bought 18,243 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.34M.
iShares Core S&P Mid-Cap ETF made up 1.32% of Harbour Investments's portfolio in Q2 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 21 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.