Charter Oak Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Charter Oak Capital Management's IJH Position: Q1 2026 in Review
Charter Oak Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q1 2026, buying an estimated $61.7K and bringing the position to 14,531 shares worth $981K. The position accounts for 0.08% of the portfolio, ranked #86.
Charter Oak Capital Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.18M in Q4 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Charter Oak Capital Management held 14,531 shares of iShares Core S&P Mid-Cap ETF worth $981K as of Q1 2026.
- Charter Oak Capital Management bought 889 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $61.7K.
- iShares Core S&P Mid-Cap ETF made up 0.08% of Charter Oak Capital Management's portfolio in Q1 2026, its #86 holding.
- Charter Oak Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
- Charter Oak Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.18M in Q4 2020.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.