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 Q2	$488K	Hold	6,335	–	–	0.05%	133
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marble Harbor Investment Counsel's IJH Position: Q2 2026 in Review

Marble Harbor Investment Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,335 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #133.

Marble Harbor Investment Counsel first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 2,752 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Marble Harbor Investment Counsel held 6,335 shares of iShares Core S&P Mid-Cap ETF worth $488K as of Q2 2026.
Marble Harbor Investment Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Marble Harbor Investment Counsel's portfolio in Q2 2026, its #133 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 12 quarters since.
2,752 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.