Hirtle Callaghan & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hirtle Callaghan & Co’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	$2.23M	Sell	33,019 -15,049	-31%	-$1.04M	0.08%	52
2025 Q4	$3.17M	Buy	48,068 +2,385	+5%	+$156K	0.11%	41
2025 Q3	$2.98M	Sell	45,683 -1,653	-3%	-$106K	0.1%	41
2025 Q2	$2.94M	Sell	47,336 -24,111	-34%	-$1.42M	0.11%	41
2025 Q1	$4.17M	Buy	71,447 +12,996	+22%	+$807K	0.16%	39
2024 Q4	$3.64M	Buy	58,451 +800	+1%	+$51.3K	0.15%	41
2024 Q3	$3.59M	Buy	57,651 +3,926	+7%	+$237K	0.15%	42
2024 Q2	$3.14M	Buy	53,725 +2,025	+4%	+$119K	0.14%	40
2024 Q1	$3.14M	Hold	51,700	–	–	0.13%	42
2023 Q4	$2.87M	Sell	51,700 -17,500	-25%	-$888K	0.13%	41
2023 Q3	$3.45M	Buy	69,200 +760	+1%	+$39.8K	0.17%	40
2023 Q2	$3.58M	Hold	68,440	–	–	0.17%	40
2023 Q1	$3.42M	Hold	68,440	–	–	0.17%	37
2022 Q4	$3.31M	Sell	68,440 -15,480	-18%	-$748K	0.2%	43
2022 Q3	$3.68M	Buy	83,920 +9,945	+13%	+$481K	0.26%	36
2022 Q2	$3.35M	Buy	73,975 +765	+1%	+$37.8K	0.2%	37
2022 Q1	$3.93M	Hold	73,210	–	–	0.19%	38
2021 Q4	$4.14M	Sell	73,210 -525	-0.7%	-$29.2K	0.21%	28
2021 Q3	$3.88M	Buy	73,735 +525	+0.7%	+$28.2K	0.22%	23
2021 Q2	$3.94M	Sell	73,210 -9,400	-11%	-$508K	0.23%	22
2021 Q1	$4.3M	Sell	82,610 -9,685	-10%	-$484K	0.28%	20
2020 Q4	$4.24M	Hold	92,295	–	–	0.32%	19
2020 Q3	$3.42M	Hold	92,295	–	–	0.25%	20
2020 Q2	$3.28M	Sell	92,295 -39,710	-30%	-$1.32M	0.2%	23
2020 Q1	$3.8M	Sell	132,005 -5,450	-4%	-$203K	0.31%	18
2019 Q4	$5.66M	Hold	137,455	–	–	0.44%	16
2019 Q3	$5.31M	Hold	137,455	–	–	0.43%	16
2019 Q2	$5.34M	Hold	137,455	–	–	0.42%	15
2019 Q1	$5.21M	Buy	137,455 +87,500	+175%	+$3.23M	0.42%	15
2018 Q4	$1.66M	Buy	49,955 +260	+0.5%	+$9.49K	0.14%	28
2018 Q3	$2M	Sell	49,695 -2,440	-5%	-$98.1K	0.18%	27
2018 Q2	$2.03M	Hold	52,135	–	–	0.19%	25
2018 Q1	$1.96M	Sell	52,135 -13,330	-20%	-$510K	0.18%	25
2017 Q4	$2.48M	Hold	65,465	–	–	0.23%	22
2017 Q3	$2.34M	Buy	65,465 +12,500	+24%	+$435K	0.23%	22
2017 Q2	$1.84M	Sell	52,965 -6,895	-12%	-$238K	0.3%	10
2017 Q1	$2.05M	Sell	59,860 -155	-0.3%	-$5.28K	0.34%	12
2016 Q4	$1.99M	Sell	60,015 -12,500	-17%	-$396K	0.35%	11
2016 Q3	$2.24M	Buy	72,515 +2,440	+3%	+$75.4K	0.46%	17
2016 Q2	$2.09M	Hold	70,075	–	–	0.39%	19
2016 Q1	$2.02M	Buy	70,075 +12,500	+22%	+$334K	0.38%	17
2015 Q4	$1.6M	Hold	57,575	–	–	0.37%	8
2015 Q3	$1.57M	Hold	57,575	–	–	0.27%	10
2015 Q2	$1.73M	Buy	57,575 +45,075	+361%	+$1.37M	0.58%	9
2015 Q1	$380K	Hold	12,500	–	–	0.21%	14
2014 Q4	$362K	Buy	+12,500	New	+$351K	0.08%	137
2014 Q3	–	Sell	-47,245	Closed	-$1.35M	–	592
2014 Q2	$1.35M	Buy	+47,245	New	+$1.3M	0.19%	77

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

Hirtle Callaghan & Co's IJH Position: Q1 2026 in Review

Hirtle Callaghan & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 31% in Q1 2026, selling an estimated $1.04M and leaving 33,019 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #52.

Hirtle Callaghan & Co first reported a position in IJH in Q2 2014 and has held it in 47 quarters since. The position peaked at $5.66M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Hirtle Callaghan & Co held 33,019 shares of iShares Core S&P Mid-Cap ETF worth $2.23M as of Q1 2026.
Hirtle Callaghan & Co sold 15,049 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.04M.
iShares Core S&P Mid-Cap ETF made up 0.08% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #52 holding.
Hirtle Callaghan & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 47 quarters since.
Hirtle Callaghan & Co's iShares Core S&P Mid-Cap ETF position peaked at $5.66M in Q4 2019.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.