Chapin Davis
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
Q3 		$2.11M Buy
29,368
+2,803
+11% +$212K 0.41% 46
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% -$24.8K 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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Chapin Davis's IJH Position: Q3 2026 in Review

Chapin Davis increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q3 2026, buying an estimated $212K and bringing the position to 29,368 shares worth $2.11M. The position accounts for 0.41% of the portfolio, ranked #46.

Chapin Davis first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. 1,052 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Chapin Davis held 29,368 shares of iShares Core S&P Mid-Cap ETF worth $2.11M as of Q3 2026.
  • Chapin Davis bought 2,803 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $212K.
  • iShares Core S&P Mid-Cap ETF made up 0.41% of Chapin Davis's portfolio in Q3 2026, its #46 holding.
  • Chapin Davis first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,052 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.