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

Harbour Trust & Investment Management’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 		$22.1M Buy
327,876
+11,014
+3% +$764K 2.35% 10
2025
Q4 		$20.9M Buy
316,862
+8,072
+3% +$529K 2.13% 11
2025
Q3 		$20.2M Buy
308,790
+4,293
+1% +$276K 2.08% 11
2025
Q2 		$18.9M Buy
304,497
+3,645
+1% +$214K 2.09% 11
2025
Q1 		$17.6M Buy
300,852
+9,818
+3% +$610K 2.13% 11
2024
Q4 		$18.1M Buy
291,034
+13,522
+5% +$867K 2.06% 10
2024
Q3 		$17.3M Buy
277,512
+20,624
+8% +$1.24M 1.97% 12
2024
Q2 		$15M Buy
256,888
+21,337
+9% +$1.25M 1.79% 12
2024
Q1 		$14.3M Buy
235,551
+37,776
+19% +$2.14M 1.8% 14
2023
Q4 		$11M Buy
+197,775
New +$10M 1.55% 19

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 Trust & Investment Management's IJH Position: Q1 2026 in Review

Harbour Trust & Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, buying an estimated $764K and bringing the position to 327,876 shares worth $22.1M. The position accounts for 2.35% of the portfolio, ranked #10.

Harbour Trust & Investment Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Harbour Trust & Investment Management held 327,876 shares of iShares Core S&P Mid-Cap ETF worth $22.1M as of Q1 2026.
  • Harbour Trust & Investment Management bought 11,014 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $764K.
  • iShares Core S&P Mid-Cap ETF made up 2.35% of Harbour Trust & Investment Management's portfolio in Q1 2026, its #10 holding.
  • Harbour Trust & Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 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 Trust & Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.