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Calton & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Calton & Associates’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 		$973K Sell
14,406
-430
-3% -$29.8K 0.14% 137
2025
Q4 		$979K Buy
14,836
+876
+6% +$57.4K 0.14% 131
2025
Q3 		$911K Sell
13,960
-295
-2% -$19K 0.14% 140
2025
Q2 		$884K Buy
14,255
+8,330
+141% +$489K 0.15% 130
2025
Q1 		$346K Buy
+5,925
New +$368K 0.08% 225
2023
Q2 		– Sell
-7,065
Closed -$354K – 226
2023
Q1 		$354K Sell
7,065
-10,600
-60% -$540K 0.16% 133
2022
Q4 		$855K Buy
17,665
+8,910
+102% +$430K 0.33% 72
2022
Q3 		$384K Sell
8,755
-180
-2% -$8.7K 0.22% 113
2022
Q2 		$404K Sell
8,935
-11,310
-56% -$558K 0.22% 120
2022
Q1 		$1.09M Sell
20,245
-5,095
-20% -$271K 0.32% 79
2021
Q4 		$1.43M Sell
25,340
-23,600
-48% -$1.31M 0.38% 63
2021
Q3 		$2.58M Sell
48,940
-96,695
-66% -$5.2M 0.56% 44
2021
Q2 		$7.83M Sell
145,635
-85,720
-37% -$4.63M 1.49% 10
2021
Q1 		$12M Sell
231,355
-122,875
-35% -$6.14M 2.34% 8
2020
Q4 		$16.3M Sell
354,230
-90,125
-20% -$3.8M 2.91% 6
2020
Q3 		$16.5M Sell
444,355
-38,965
-8% -$1.46M 3.38% 5
2020
Q2 		$17.2M Sell
483,320
-17,525
-3% -$582K 3.75% 4
2020
Q1 		$14.4M Buy
500,845
+10,620
+2% +$395K 3.57% 5
2019
Q4 		$20.2M Sell
490,225
-2,900
-0.6% -$115K 4.05% 4
2019
Q3 		$19.1M Buy
493,125
+45,300
+10% +$1.74M 4.23% 4
2019
Q2 		$17.4M Buy
447,825
+19,320
+5% +$740K 4.91% 4
2019
Q1 		$16.2M Buy
428,505
+12,080
+3% +$446K 4.94% 4
2018
Q4 		$13.8M Sell
416,425
-82,955
-17% -$3.03M 5.09% 4
2018
Q3 		$20.1M Sell
499,380
-14,785
-3% -$594K 5.92% 4
2018
Q2 		$20.6M Buy
514,165
+138,510
+37% +$5.35M 6% 4
2018
Q1 		$14.1M Buy
375,655
+26,660
+8% +$1.02M 4.08% 4
2017
Q4 		$13.9M Buy
+348,995
New +$12.9M 3.5% 4

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Calton & Associates's IJH Position: Q1 2026 in Review

Calton & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, selling an estimated $29.8K and leaving 14,406 shares worth $973K. The position accounts for 0.14% of the portfolio, ranked #137.

Calton & Associates first reported a position in IJH in Q4 2017 and has held it in 27 quarters since. The position peaked at $20.6M in Q2 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Calton & Associates held 14,406 shares of iShares Core S&P Mid-Cap ETF worth $973K as of Q1 2026.
  • Calton & Associates sold 430 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $29.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Calton & Associates's portfolio in Q1 2026, its #137 holding.
  • Calton & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • Calton & Associates's iShares Core S&P Mid-Cap ETF position peaked at $20.6M in Q2 2018.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.