Chicago Partners Investment Group’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
Q1 | $65M | Sell |
894,279
-18,342
| -2% | -$1.27M | 1.45% | 10 |
|
|
2025
Q4 | $63.6M | Buy |
912,621
+6,807
| +0.8% | +$446K | 1.57% | 9 |
|
|
2025
Q3 | $59.5M | Buy |
905,814
+7,138
| +0.8% | +$459K | 1.56% | 10 |
|
|
2025
Q2 | $57.9M | Sell |
898,676
-3,343
| -0.4% | -$196K | 1.67% | 9 |
|
|
2025
Q1 | $52.5M | Buy |
902,019
+28,086
| +3% | +$1.74M | 1.75% | 9 |
|
|
2024
Q4 | $54.9M | Sell |
873,933
-50,408
| -5% | -$3.23M | 1.82% | 10 |
|
|
2024
Q3 | $57.6M | Buy |
924,341
+13,332
| +1% | +$804K | 2.06% | 7 |
|
|
2024
Q2 | $56.1M | Buy |
911,009
+10,333
| +1% | +$607K | 2.17% | 5 |
|
|
2024
Q1 | $52.1M | Buy |
900,676
+13,416
| +2% | +$760K | 2.21% | 4 |
|
|
2023
Q4 | $48.5M | Buy |
887,260
+8,915
| +1% | +$452K | 2.24% | 4 |
|
|
2023
Q3 | $41.5M | Buy |
878,345
+26,400
| +3% | +$1.38M | 2.24% | 5 |
|
|
2023
Q2 | $45.8M | Buy |
851,945
+52,405
| +7% | +$2.6M | 2.38% | 4 |
|
|
2023
Q1 | $39.8M | Sell |
799,540
-120
| -0% | -$6.11K | 2.32% | 5 |
|
|
2022
Q4 | $43M | Buy |
799,660
+52,625
| +7% | +$2.54M | 2.63% | 4 |
|
|
2022
Q3 | $36.1M | Buy |
747,035
+33,495
| +5% | +$1.62M | 2.58% | 4 |
|
|
2022
Q2 | $35.8M | Buy |
713,540
+20,215
| +3% | +$998K | 2.59% | 5 |
|
|
2022
Q1 | $33.1M | Buy |
693,325
+18,305
| +3% | +$975K | 2.53% | 5 |
|
|
2021
Q4 | $35.5M | Buy |
675,020
+11,140
| +2% | +$620K | 2.52% | 4 |
|
|
2021
Q3 | $38.3M | Sell |
663,880
-5,150
| -0.8% | -$277K | 2.69% | 4 |
|
|
2021
Q2 | $35.7M | Sell |
669,030
-875
| -0.1% | -$47.2K | 2.66% | 4 |
|
|
2021
Q1 | $36.8M | Buy |
669,905
+17,090
| +3% | +$853K | 3.04% | 4 |
|
|
2020
Q4 | $32.1M | Sell |
652,815
-5,495
| -0.8% | -$232K | 3.04% | 5 |
|
|
2020
Q3 | $26M | Buy |
658,310
+9,280
| +1% | +$347K | 3.08% | 5 |
|
|
2020
Q2 | $24.2M | Buy |
649,030
+7,015
| +1% | +$233K | 3.02% | 5 |
|
|
2020
Q1 | $20M | Sell |
642,015
-53,670
| -8% | -$2M | 3.09% | 5 |
|
|
2019
Q4 | $29.2M | Buy |
695,685
+76,795
| +12% | +$3.04M | 3.59% | 4 |
|
|
2019
Q3 | $24.1M | Buy |
618,890
+6,525
| +1% | +$251K | 3.39% | 4 |
|
|
2019
Q2 | $23.7M | Sell |
612,365
-2,090
| -0.3% | -$80.1K | 3.4% | 4 |
|
|
2019
Q1 | $24M | Sell |
614,455
-7,685
| -1% | -$284K | 3.55% | 4 |
|
|
2018
Q4 | $21.9M | Buy |
622,140
+52,855
| +9% | +$1.93M | 3.25% | 4 |
|
|
2018
Q3 | $20.3M | Buy |
569,285
+19,285
| +4% | +$775K | 3.02% | 5 |
|
|
2018
Q2 | $21.4M | Sell |
550,000
-2,595
| -0.5% | -$100K | 3.33% | 4 |
|
|
2018
Q1 | $20.7M | Buy |
552,595
+1,315
| +0.2% | +$50.3K | 3.55% | 4 |
|
|
2017
Q4 | $20.9M | Sell |
551,280
-1,215
| -0.2% | -$44.9K | 3.42% | 4 |
|
|
2017
Q3 | $19.8M | Buy |
552,495
+276,835
| +100% | +$9.64M | 3.38% | 4 |
|
|
2017
Q2 | $9.32M | Sell |
275,660
-150,050
| -35% | -$5.18M | 2.43% | 9 |
|
|
2017
Q1 | $14.6M | Buy |
425,710
+67,250
| +19% | +$2.29M | 4.13% | 3 |
|
|
2016
Q4 | $11.9M | Buy |
358,460
+8,920
| +3% | +$283K | 4.32% | 2 |
|
|
2016
Q3 | $10.8M | Buy |
349,540
+9,815
| +3% | +$303K | 4.3% | 2 |
|
|
2016
Q2 | $10.2M | Sell |
339,725
-5,445
| -2% | -$160K | 4.89% | 2 |
|
|
2016
Q1 | $9.95M | Buy |
345,170
+45,690
| +15% | +$1.22M | 5.16% | 2 |
|
|
2015
Q4 | $8.35M | Buy |
299,480
+44,505
| +17% | +$1.27M | 3.98% | 2 |
|
|
2015
Q3 | $6.97M | Buy |
254,975
+14,385
| +6% | +$418K | 3.88% | 3 |
|
|
2015
Q2 | $7.22M | Sell |
240,590
-8,590
| -3% | -$262K | 3.28% | 3 |
|
|
2015
Q1 | $7.22M | Buy |
249,180
+39,485
| +19% | +$1.17M | 3.19% | 6 |
|
|
2014
Q4 | $6.07M | Buy |
+209,695
| New | +$5.89M | 2.57% | 9 |
|
Other funds holding IJH
Chicago Partners Investment Group's IJH Position: Q1 2026 in Review
Chicago Partners Investment Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2026, selling an estimated $1.27M and leaving 894,279 shares worth $65M. The position accounts for 1.45% of the portfolio, ranked #10.
Chicago Partners Investment Group first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Chicago Partners Investment Group held 894,279 shares of iShares Core S&P Mid-Cap ETF worth $65M as of Q1 2026.
- Chicago Partners Investment Group sold 18,342 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.27M.
- iShares Core S&P Mid-Cap ETF made up 1.45% of Chicago Partners Investment Group's portfolio in Q1 2026, its #10 holding.
- Chicago Partners Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.