K.J. Harrison & Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

K.J. Harrison & Partners’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	$1.89M	Hold	28,000	–	–	0.31%	83
2025 Q4	$1.85M	Hold	28,000	–	–	0.25%	107
2025 Q3	$1.84M	Hold	28,000	–	–	0.26%	101
2025 Q2	$1.74M	Buy	28,000 +3,100	+12%	+$182K	0.29%	95
2025 Q1	$1.45M	Buy	24,900 +15,800	+174%	+$981K	0.28%	94
2024 Q4	$566K	Buy	+9,100	New	+$584K	0.09%	148

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

K.J. Harrison & Partners's IJH Position: Q1 2026 in Review

K.J. Harrison & Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 28,000 shares worth $1.89M. The position accounts for 0.31% of the portfolio, ranked #83.

K.J. Harrison & Partners first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

K.J. Harrison & Partners held 28,000 shares of iShares Core S&P Mid-Cap ETF worth $1.89M as of Q1 2026.
K.J. Harrison & Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.31% of K.J. Harrison & Partners's portfolio in Q1 2026, its #83 holding.
K.J. Harrison & Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.