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Chesley Taft & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Chesley Taft & Associates’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 		$46.4M Sell
602,154
-1,720
-0.3% -$126K 1.81% 13
2026
Q1 		$40.8M Sell
603,874
-4,327
-0.7% -$300K 1.7% 14
2025
Q4 		$40.1M Buy
608,201
+7,714
+1% +$505K 1.58% 16
2025
Q3 		$39.2M Sell
600,487
-19,929
-3% -$1.28M 1.66% 13
2025
Q2 		$38.5M Sell
620,416
-67,008
-10% -$3.93M 1.72% 12
2025
Q1 		$40.1M Buy
687,424
+4,661
+0.7% +$289K 1.94% 11
2024
Q4 		$42.5M Buy
682,763
+22,052
+3% +$1.41M 1.98% 10
2024
Q3 		$41.2M Sell
660,711
-1,567
-0.2% -$94.5K 1.96% 11
2024
Q2 		$38.8M Buy
662,278
+7,657
+1% +$450K 1.94% 11
2024
Q1 		$39.8M Buy
654,621
+119,006
+22% +$6.74M 2.03% 11
2023
Q4 		$29.7M Buy
535,615
+30,795
+6% +$1.56M 1.67% 15
2023
Q3 		$25.2M Buy
504,820
+2,645
+0.5% +$139K 1.63% 15
2023
Q2 		$26.3M Sell
502,175
-1,840
-0.4% -$91.4K 1.61% 15
2023
Q1 		$25.2M Sell
504,015
-4,155
-0.8% -$212K 1.65% 12
2022
Q4 		$24.6M Sell
508,170
-935
-0.2% -$45.2K 1.69% 15
2022
Q3 		$22.3M Buy
509,105
+8,345
+2% +$403K 1.64% 15
2022
Q2 		$22.7M Sell
500,760
-1,625
-0.3% -$80.2K 1.55% 17
2022
Q1 		$26M Buy
502,385
+6,130
+1% +$326K 1.52% 17
2021
Q4 		$28.1M Sell
496,255
-1,265
-0.3% -$70.4K 1.45% 19
2021
Q3 		$26.2M Buy
497,520
+4,140
+0.8% +$223K 1.49% 18
2021
Q2 		$26.5M Sell
493,380
-850
-0.2% -$45.9K 1.52% 17
2021
Q1 		$26.3M Buy
494,230
+1,995
+0.4% +$99.6K 1.57% 17
2020
Q4 		$22.6M Buy
492,235
+25,255
+5% +$1.06M 1.45% 18
2020
Q3 		$17.3M Sell
466,980
-13,300
-3% -$497K 1.23% 24
2020
Q2 		$17.1M Buy
480,280
+9,925
+2% +$330K 1.3% 23
2020
Q1 		$13.5M Buy
470,355
+12,115
+3% +$450K 1.23% 28
2019
Q4 		$18.9M Buy
458,240
+14,540
+3% +$576K 1.36% 20
2019
Q3 		$17.1M Buy
443,700
+225
+0.1% +$8.65K 1.33% 21
2019
Q2 		$17.2M Buy
443,475
+1,085
+0.2% +$41.6K 1.34% 21
2019
Q1 		$16.8M Buy
442,390
+49,170
+13% +$1.82M 1.4% 21
2018
Q4 		$13.1M Sell
393,220
-465
-0.1% -$17K 1.26% 25
2018
Q3 		$15.8M Buy
393,685
+14,625
+4% +$588K 1.26% 21
2018
Q2 		$14.8M Sell
379,060
-3,745
-1% -$145K 1.27% 24
2018
Q1 		$14.4M Sell
382,805
-6,310
-2% -$241K 1.28% 24
2017
Q4 		$14.8M Sell
389,115
-8,650
-2% -$320K 1.25% 24
2017
Q3 		$14.2M Sell
397,765
-6,770
-2% -$236K 1.23% 20
2017
Q2 		$14.1M Buy
404,535
+1,875
+0.5% +$64.7K 1.27% 21
2017
Q1 		$13.8M Sell
402,660
-3,950
-1% -$134K 1.3% 21
2016
Q4 		$13.4M Buy
406,610
+2,650
+0.7% +$84K 1.33% 20
2016
Q3 		$12.5M Buy
403,960
+10,955
+3% +$339K 1.26% 24
2016
Q2 		$11.7M Buy
393,005
+3,650
+0.9% +$107K 1.2% 28
2016
Q1 		$11.2M Sell
389,355
-5,340
-1% -$143K 1.18% 27
2015
Q4 		$11M Sell
394,695
-53,900
-12% -$1.54M 1.16% 22
2015
Q3 		$12.3M Sell
448,595
-12,325
-3% -$358K 1.34% 21
2015
Q2 		$13.8M Buy
460,920
+2,000
+0.4% +$61K 1.41% 22
2015
Q1 		$13.9M Buy
458,920
+1,000
+0.2% +$29.6K 1.43% 20
2014
Q4 		$13.3M Buy
457,920
+335
+0.1% +$9.41K 1.34% 22
2014
Q3 		$12.5M Buy
457,585
+4,000
+0.9% +$113K 1.31% 20
2014
Q2 		$13M Buy
453,585
+6,860
+2% +$188K 1.34% 20
2014
Q1 		$12.3M Buy
446,725
+2,995
+0.7% +$80.6K 1.32% 20
2013
Q4 		$11.9M Sell
443,730
-7,550
-2% -$195K 1.18% 23
2013
Q3 		$11.2M Buy
451,280
+2,150
+0.5% +$52.5K 1.22% 21
2013
Q2 		$10.4M Buy
+449,130
New +$10.4M 1.2% 21

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Chesley Taft & Associates's IJH Position: Q2 2026 in Review

Chesley Taft & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q2 2026, selling an estimated $126K and leaving 602,154 shares worth $46.4M. The position accounts for 1.81% of the portfolio, ranked #13.

Chesley Taft & Associates first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Chesley Taft & Associates held 602,154 shares of iShares Core S&P Mid-Cap ETF worth $46.4M as of Q2 2026.
  • Chesley Taft & Associates sold 1,720 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $126K.
  • iShares Core S&P Mid-Cap ETF made up 1.81% of Chesley Taft & Associates's portfolio in Q2 2026, its #13 holding.
  • Chesley Taft & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.