EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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	$211K	Buy	+838	New	+$61.5K	0.17%	128

Other funds holding IJH

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's IJH Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 838 shares worth $211K. The stake represents 0.17% of the portfolio and ranks #128 among its holdings.

2,199 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 838 shares of iShares Core S&P Mid-Cap ETF worth $211K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new EAGLE HARBOR ASSET MANAGEMENT INC /ADV position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.17% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #128 holding.
2,199 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.