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

Hall Capital Management’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	$273K	Hold	3,750	–	–	0.1%	99
2025 Q4	$248K	Hold	3,750	–	–	0.1%	90
2025 Q3	$245K	Hold	3,750	–	–	0.1%	90
2025 Q2	$233K	Hold	3,750	–	–	0.1%	89
2025 Q1	$219K	Hold	3,750	–	–	0.1%	89
2024 Q4	$234K	Buy	+3,750	New	+$241K	0.11%	96
2024 Q2	$219K	Hold	3,750	–	–	0.1%	96
2024 Q1	$228K	Hold	3,750	–	–	0.11%	96
2023 Q4	$208K	Buy	+3,750	New	+$190K	0.12%	92
2022 Q2	–	Sell	-3,940	Closed	-$211K	–	94
2022 Q1	$211K	Hold	3,940	–	–	0.12%	97
2021 Q4	$223K	Sell	3,940 -895	-19%	-$49.8K	0.13%	94
2021 Q3	$254K	Buy	4,835 +20	+0.4%	+$1.08K	0.16%	89
2021 Q2	$259K	Buy	+4,815	New	+$260K	0.17%	89
2020 Q4	$221K	Buy	+4,815	New	+$203K	0.16%	83
2020 Q1	–	Sell	-5,315	Closed	-$219K	–	80
2019 Q4	$219K	Hold	5,315	–	–	0.18%	79
2019 Q3	$205K	Hold	5,315	–	–	0.18%	80
2019 Q2	$206K	Hold	5,315	–	–	0.18%	82
2019 Q1	$201K	Buy	+5,315	New	+$196K	0.18%	82
2018 Q4	–	Sell	-5,315	Closed	-$214K	–	82
2018 Q3	$214K	Hold	5,315	–	–	0.19%	83
2018 Q2	$207K	Buy	+5,315	New	+$205K	0.2%	82
2018 Q1	–	Sell	-5,315	Closed	-$202K	–	87
2017 Q4	$202K	Buy	+5,315	New	+$197K	0.18%	85

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

Hall Capital Management's IJH Position: Q1 2026 in Review

Hall Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,750 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #99.

Hall Capital Management first reported a position in IJH in Q4 2017 and has held it in 21 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Hall Capital Management held 3,750 shares of iShares Core S&P Mid-Cap ETF worth $273K as of Q1 2026.
Hall Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Hall Capital Management's portfolio in Q1 2026, its #99 holding.
Hall Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 21 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.