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Harbour Trust & Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Harbour Trust & Investment Management’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 		$557K Hold
4,738
– – 0.05% 106
2026
Q1 		$477K Sell
4,738
-470
-9% -$48.3K 0.05% 114
2025
Q4 		$505K Sell
5,208
-375
-7% -$36.1K 0.05% 112
2025
Q3 		$535K Hold
5,583
– – 0.06% 111
2025
Q2 		$508K Sell
5,583
-121
-2% -$10.4K 0.06% 112
2025
Q1 		$475K Sell
5,704
-100
-2% -$9.01K 0.06% 111
2024
Q4 		$528K Sell
5,804
-340
-6% -$32K 0.06% 110
2024
Q3 		$565K Hold
6,144
– – 0.06% 111
2024
Q2 		$541K Sell
6,144
-120
-2% -$10.6K 0.06% 112
2024
Q1 		$572K Sell
6,264
-226
-3% -$18.9K 0.07% 116
2023
Q4 		$514K Buy
+6,490
New +$476K 0.07% 116

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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

Harbour Trust & Investment Management's IJK Position: Q2 2026 in Review

Harbour Trust & Investment Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,738 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #106.

Harbour Trust & Investment Management first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $572K in Q1 2024. 478 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Harbour Trust & Investment Management held 4,738 shares of iShares S&P Mid-Cap 400 Growth ETF worth $557K as of Q2 2026.
  • Harbour Trust & Investment Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #106 holding.
  • Harbour Trust & Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Harbour Trust & Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $572K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.