Charter Capital Management’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
Q2
$70.7M Buy
916,606
+13,359
+1% +$980K 31.29% 1
2026
Q1
$61M Buy
903,247
+16,503
+2% +$1.14M 30.54% 1
2025
Q4
$58.5M Buy
886,744
+19,316
+2% +$1.27M 30.22% 1
2025
Q3
$56.6M Buy
867,428
+6,949
+0.8% +$447K 30.54% 1
2025
Q2
$53.4M Buy
+860,479
New +$50.5M 31.33% 1

Other funds holding IJH

Charter Capital Management's IJH Position: Q2 2026 in Review

Charter Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $980K and bringing the position to 916,606 shares worth $70.7M. The position accounts for 31.29% of the portfolio, ranked #1.

Charter Capital Management first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Charter Capital Management held 916,606 shares of iShares Core S&P Mid-Cap ETF worth $70.7M as of Q2 2026.
  • Charter Capital Management bought 13,359 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $980K.
  • iShares Core S&P Mid-Cap ETF made up 31.29% of Charter Capital Management's portfolio in Q2 2026, its #1 holding.
  • Charter Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.