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 Q2	$3.1M	Buy	40,215 +9,655	+32%	+$708K	0.07%	117
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Chilton Investment Company's IJH Position: Q2 2026 in Review

Chilton Investment Company increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 32% in Q2 2026, buying an estimated $708K and bringing the position to 40,215 shares worth $3.1M. The position accounts for 0.07% of the portfolio, ranked #117.

Chilton Investment Company first reported a position in IJH in Q3 2021 and has held it in 5 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Chilton Investment Company held 40,215 shares of iShares Core S&P Mid-Cap ETF worth $3.1M as of Q2 2026.
Chilton Investment Company bought 9,655 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $708K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Chilton Investment Company's portfolio in Q2 2026, its #117 holding.
Chilton Investment Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 5 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.