HCA
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Harpswell Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Harpswell Capital Advisors’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
Q3 		– Sell
-2,760
Closed -$213K – 47
2026
Q2 		$213K Buy
+2,760
New +$203K 0.14% 44
2025
Q4 		– Sell
-4,174
Closed -$272K – 39
2025
Q3 		$272K Buy
+4,174
New +$268K 0.26% 30

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Harpswell Capital Advisors's IJH Position: Q3 2026 in Review

Harpswell Capital Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026, closing a stake of 2,760 shares — an estimated $213K sold.

Harpswell Capital Advisors first reported a position in IJH in Q3 2025 and held it in 2 quarters. The position peaked at $272K in Q3 2025. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Harpswell Capital Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Harpswell Capital Advisors sold 2,760 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $213K.
  • Harpswell Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Harpswell Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $272K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.