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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Chapin Davis's IJH Position: Q2 2026 in Review

Chapin Davis reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, selling an estimated $35.4K and leaving 26,565 shares worth $2.05M. The position accounts for 0.36% of the portfolio, ranked #54.

Chapin Davis first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Chapin Davis held 26,565 shares of iShares Core S&P Mid-Cap ETF worth $2.05M as of Q2 2026.
Chapin Davis sold 483 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $35.4K.
iShares Core S&P Mid-Cap ETF made up 0.36% of Chapin Davis's portfolio in Q2 2026, its #54 holding.
Chapin Davis first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.