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Harbour Investments’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Harbour Investments’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 		$305K Buy
2,066
+115
+6% +$16.3K ﹤0.01% 1375
2026
Q1 		$259K Buy
1,951
+351
+22% +$48.1K ﹤0.01% 1389
2025
Q4 		$211K Buy
1,600
+8
+0.5% +$1.04K ﹤0.01% 1256
2025
Q3 		$207K Hold
1,592
– – ﹤0.01% 1220
2025
Q2 		$197K Sell
1,592
-501
-24% -$58.9K 0.01% 1185
2025
Q1 		$251K Buy
2,093
+305
+17% +$38.2K 0.01% 998
2024
Q4 		$223K Buy
1,788
+1
+0.1% +$128 0.01% 988
2024
Q3 		$221K Sell
1,787
-300
-14% -$35.7K 0.01% 976
2024
Q2 		$237K Sell
2,087
-37
-2% -$4.22K 0.01% 883
2024
Q1 		$251K Sell
2,124
-50
-2% -$5.63K 0.01% 835
2023
Q4 		$248K Hold
2,174
– – 0.01% 782
2023
Q3 		$219K Hold
2,174
– – 0.01% 760
2023
Q2 		$233K Buy
2,174
+307
+16% +$31.2K 0.01% 742
2023
Q1 		$192K Buy
1,867
+820
+78% +$87.6K 0.01% 793
2022
Q4 		$106K Buy
1,047
+405
+63% +$40.4K 0.01% 990
2022
Q3 		$61K Hold
642
– – ﹤0.01% 1184
2022
Q2 		$61K Buy
+642
New +$65.5K ﹤0.01% 1184
2021
Q4 		$70K Sell
630
-1,336
-68% -$145K ﹤0.01% 1111
2021
Q3 		$203K Buy
1,966
+224
+13% +$23.5K 0.01% 1013
2021
Q2 		$184K Buy
1,742
+49
+3% +$5.23K 0.01% 1086
2021
Q1 		$173K Buy
+1,693
New +$162K 0.01% 1035

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

Harbour Investments's IJJ Position: Q2 2026 in Review

Harbour Investments increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.9% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,066 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Harbour Investments first reported a position in IJJ in Q1 2021 and has held it in 21 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Harbour Investments held 2,066 shares of iShares S&P Mid-Cap 400 Value ETF worth $305K as of Q2 2026.
  • Harbour Investments bought 115 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $16.3K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1375 holding.
  • Harbour Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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