Charter Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Charter Capital Management's IJH Position: Q1 2026 in Review
Charter Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, buying an estimated $1.14M and bringing the position to 903,247 shares worth $61M. The position accounts for 30.54% of the portfolio, ranked #1.
Charter Capital Management first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Charter Capital Management held 903,247 shares of iShares Core S&P Mid-Cap ETF worth $61M as of Q1 2026.
- Charter Capital Management bought 16,503 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.14M.
- iShares Core S&P Mid-Cap ETF made up 30.54% of Charter Capital Management's portfolio in Q1 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 4 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Charter Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.