Chilton 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 Q1	$385K	Buy	5,707 +1,595	+39%	+$111K	0.01%	184
2025 Q4	$271K	Buy	4,112 +112	+3%	+$7.34K	0.01%	199
2025 Q3	$261K	Sell	4,000 -144	-3%	-$9.25K	0.01%	208
2025 Q2	$257K	Buy	4,144 +90	+2%	+$5.28K	0.01%	204
2025 Q1	$237K	Sell	4,054 -176	-4%	-$10.9K	0.01%	206
2024 Q4	$264K	Buy	4,230 +130	+3%	+$8.34K	0.01%	197
2024 Q3	$256K	Hold	4,100	–	–	0.01%	207
2024 Q2	$240K	Sell	4,100 -510	-11%	-$30K	0.01%	215
2024 Q1	$280K	Sell	4,610 -510	-10%	-$28.9K	0.01%	211
2023 Q4	$284K	Buy	5,120 +1,020	+25%	+$51.7K	0.01%	204
2023 Q3	$204K	Hold	4,100	–	–	0.01%	217
2023 Q2	$214K	Sell	4,100 -100	-2%	-$4.97K	0.01%	217
2023 Q1	$210K	Buy	+4,200	New	+$214K	0.01%	219
2022 Q3	–	Sell	-4,000	Closed	-$181K	–	401
2022 Q2	$181K	Hold	4,000	–	–	0.01%	217
2022 Q1	$215K	Sell	4,000 -15	-0.4%	-$799	0.01%	216
2021 Q4	$227K	Buy	4,015 +15	+0.4%	+$835	0.01%	211
2021 Q3	$210K	Hold	4,000	–	–	0.01%	201
2021 Q2	$215K	Hold	4,000	–	–	0.01%	198
2021 Q1	$208K	Buy	+4,000	New	+$200K	0.01%	188