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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34M Sell
503,409
-6,062
-1% -$421K 0.77% 18
2025
Q4
$33.6M Buy
509,471
+42,543
+9% +$2.79M 0.72% 20
2025
Q3
$30.5M Sell
466,928
-17,858
-4% -$1.15M 0.97% 16
2025
Q2
$30.1M Sell
484,786
-29,668
-6% -$1.74M 0.95% 16
2025
Q1
$30M Buy
514,454
+38,465
+8% +$2.39M 2.25% 5
2024
Q4
$29.7M Sell
475,989
-5,193
-1% -$333K 1.89% 9
2024
Q3
$30M Buy
481,182
+40,643
+9% +$2.45M 5.04% 4
2024
Q2
$25.8M Buy
440,539
+1,260
+0.3% +$74K 4.95% 4
2024
Q1
$26.7M Buy
439,279
+8,359
+2% +$473K 6.26% 4
2023
Q4
$23.9M Sell
430,920
-14,765
-3% -$749K 5.9% 5
2023
Q3
$22.2M Sell
445,685
-1,970
-0.4% -$103K 5.92% 5
2023
Q2
$23.4M Sell
447,655
-21,830
-5% -$1.08M 6.17% 4
2023
Q1
$23.5M Buy
469,485
+12,370
+3% +$630K 5.7% 4
2022
Q4
$22.1M Buy
+457,115
New +$22.1M 7.13% 4

Other funds holding IJH

Callan Family Office's IJH Position: Q1 2026 in Review

Callan Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q1 2026, selling an estimated $421K and leaving 503,409 shares worth $34M. The position accounts for 0.77% of the portfolio, ranked #18.

Callan Family Office first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Callan Family Office held 503,409 shares of iShares Core S&P Mid-Cap ETF worth $34M as of Q1 2026.
  • Callan Family Office sold 6,062 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $421K.
  • iShares Core S&P Mid-Cap ETF made up 0.77% of Callan Family Office's portfolio in Q1 2026, its #18 holding.
  • Callan Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.