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

Chilton Investment Company’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 Q1	$2.06M	Buy	30,560 +26,125	+589%	+$1.81M	0.05%	130
2025 Q4	$293K	Buy	+4,435	New	+$291K	0.01%	245
2024 Q2	–	Sell	-3,900	Closed	-$237K	–	173
2024 Q1	$237K	Buy	+3,900	New	+$221K	0.01%	169
2021 Q4	–	Sell	-10,460	Closed	-$550K	–	159
2021 Q3	$550K	Buy	+10,460	New	+$563K	0.01%	119

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chilton Investment Company's IJH Position: Q1 2026 in Review

Chilton Investment Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 589% in Q1 2026, buying an estimated $1.81M and bringing the position to 30,560 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #130.

Chilton Investment Company first reported a position in IJH in Q3 2021 and has held it in 4 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Chilton Investment Company held 30,560 shares of iShares Core S&P Mid-Cap ETF worth $2.06M as of Q1 2026.
Chilton Investment Company bought 26,125 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.81M.
iShares Core S&P Mid-Cap ETF made up 0.05% of Chilton Investment Company's portfolio in Q1 2026, its #130 holding.
Chilton Investment Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 4 quarters since.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.