CD
IJH icon

Chapin Davis’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Chapin Davis’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 		$2.05M Sell
26,565
-483
-2% -$35.4K 0.36% 54
2026
Q1 		$1.83M Buy
27,048
+469
+2% +$32.5K 0.41% 53
2025
Q4 		$1.75M Sell
26,579
-799
-3% -$52.3K 0.41% 55
2025
Q3 		$1.79M Buy
27,378
+1,539
+6% +$98.9K 0.44% 49
2025
Q2 		$1.6M Buy
25,839
+141
+0.5% +$8.28K 0.44% 53
2025
Q1 		$1.5M Sell
25,698
-1,255
-5% -$77.9K 0.51% 47
2024
Q4 		$1.68M Hold
26,953
– – 0.55% 40
2024
Q3 		$1.68M Sell
26,953
-601
-2% -$36.2K 0.54% 41
2024
Q2 		$1.61M Buy
27,554
+1,655
+6% +$97.2K 0.55% 43
2024
Q1 		$1.57M Sell
25,899
-456
-2% -$25.8K 0.57% 37
2023
Q4 		$1.46M Buy
26,355
+25
+0.1% +$1.27K 0.62% 37
2023
Q3 		$1.31M Sell
26,330
-30
-0.1% -$1.57K 0.63% 40
2023
Q2 		$1.38M Sell
26,360
-500
-2% -$24.9K 0.65% 34
2023
Q1 		$1.34M Buy
26,860
+1,285
+5% +$65.5K 0.7% 33
2022
Q4 		$1.24M Buy
+25,575
New +$1.24M 0.72% 33

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return