Marble Harbor Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Marble Harbor Investment Counsel’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	$428K	Hold	6,335	–	–	0.05%	134
2025 Q4	$418K	Hold	6,335	–	–	0.04%	139
2025 Q3	$413K	Hold	6,335	–	–	0.04%	139
2025 Q2	$393K	Hold	6,335	–	–	0.04%	147
2025 Q1	$370K	Hold	6,335	–	–	0.04%	151
2024 Q4	$395K	Sell	6,335 -1,300	-17%	-$83.4K	0.04%	159
2024 Q3	$476K	Hold	7,635	–	–	0.05%	141
2024 Q2	$447K	Hold	7,635	–	–	0.05%	136
2024 Q1	$464K	Buy	7,635 +85	+1%	+$4.81K	0.05%	136
2023 Q4	$418K	Hold	7,550	–	–	0.05%	140
2023 Q3	$377K	Buy	+7,550	New	+$396K	0.05%	138

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

Marble Harbor Investment Counsel's IJH Position: Q1 2026 in Review

Marble Harbor Investment Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 6,335 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #134.

Marble Harbor Investment Counsel first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $476K in Q3 2024. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Marble Harbor Investment Counsel held 6,335 shares of iShares Core S&P Mid-Cap ETF worth $428K as of Q1 2026.
Marble Harbor Investment Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #134 holding.
Marble Harbor Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Marble Harbor Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $476K in Q3 2024.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.