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

Callan Capital’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
2025
Q1 		$3.72M Hold
63,829
– – 0.28% 53
2024
Q4 		$3.98M Hold
63,829
– – 0.29% 51
2024
Q3 		$3.98M Sell
63,829
-1,336
-2% -$80.6K 0.28% 53
2024
Q2 		$3.81M Buy
+65,165
New +$3.83M 0.31% 51

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Callan Capital's IJH Position: Q1 2025 in Review

Callan Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2025 at 63,829 shares worth $3.72M. The position accounts for 0.28% of the portfolio, ranked #53.

Callan Capital first reported a position in IJH in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.98M in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Callan Capital held 63,829 shares of iShares Core S&P Mid-Cap ETF worth $3.72M as of Q1 2025.
  • Callan Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2025.
  • iShares Core S&P Mid-Cap ETF made up 0.28% of Callan Capital's portfolio in Q1 2025, its #53 holding.
  • Callan Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • Callan Capital's iShares Core S&P Mid-Cap ETF position peaked at $3.98M in Q3 2024.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.