Chilton Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
4,144
+90
+2% +$5.58K 0.01% 202
2025
Q1
$237K Sell
4,054
-176
-4% -$10.3K 0.01% 204
2024
Q4
$264K Buy
4,230
+130
+3% +$8.1K 0.01% 195
2024
Q3
$256K Hold
4,100
0.01% 205
2024
Q2
$240K Sell
4,100
-510
-11% -$29.8K 0.01% 213
2024
Q1
$280K Sell
4,610
-510
-10% -$31K 0.01% 209
2023
Q4
$284K Buy
5,120
+1,020
+25% +$56.5K 0.01% 202
2023
Q3
$204K Hold
4,100
0.01% 215
2023
Q2
$214K Sell
4,100
-100
-2% -$5.23K 0.01% 215
2023
Q1
$210K Buy
+4,200
New +$210K 0.01% 217
2022
Q3
Sell
-4,000
Closed -$181K 400
2022
Q2
$181K Hold
4,000
0.01% 215
2022
Q1
$215K Sell
4,000
-15
-0.4% -$806 0.01% 214
2021
Q4
$227K Buy
4,015
+15
+0.4% +$848 0.01% 209
2021
Q3
$210K Hold
4,000
0.01% 199
2021
Q2
$215K Hold
4,000
0.01% 196
2021
Q1
$208K Buy
+4,000
New +$208K 0.01% 186