Crescent Grove Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.7M | Sell |
305,853
-2,741
| -0.9% | -$190K | 1.99% | 11 |
|
|
2025
Q4 | $20.4M | Buy |
308,594
+9,395
| +3% | +$615K | 1.89% | 14 |
|
|
2025
Q3 | $19.5M | Buy |
299,199
+4,141
| +1% | +$266K | 1.85% | 14 |
|
|
2025
Q2 | $18.3M | Buy |
295,058
+5,937
| +2% | +$349K | 1.77% | 14 |
|
|
2025
Q1 | $16.9M | Buy |
289,121
+1,053
| +0.4% | +$65.4K | 1.76% | 16 |
|
|
2024
Q4 | $17.9M | Buy |
288,068
+17,298
| +6% | +$1.11M | 1.78% | 14 |
|
|
2024
Q3 | $16.9M | Buy |
270,770
+696
| +0.3% | +$42K | 1.72% | 16 |
|
|
2024
Q2 | $15.8M | Buy |
270,074
+10,394
| +4% | +$611K | 1.73% | 16 |
|
|
2024
Q1 | $15.8M | Sell |
259,680
-3,945
| -1% | -$223K | 1.64% | 15 |
|
|
2023
Q4 | $14.6M | Sell |
263,625
-13,470
| -5% | -$683K | 1.63% | 15 |
|
|
2023
Q3 | $13.9M | Buy |
277,095
+10,515
| +4% | +$551K | 1.73% | 12 |
|
|
2023
Q2 | $13.9M | Buy |
266,580
+10,110
| +4% | +$502K | 1.5% | 14 |
|
|
2023
Q1 | $12.8M | Buy |
256,470
+19,520
| +8% | +$994K | 1.49% | 16 |
|
|
2022
Q4 | $11.5M | Buy |
236,950
+13,525
| +6% | +$653K | 1.19% | 19 |
|
|
2022
Q3 | $9.8M | Buy |
223,425
+5,240
| +2% | +$253K | 1.13% | 19 |
|
|
2022
Q2 | $9.87M | Buy |
218,185
+2,590
| +1% | +$128K | 1.04% | 20 |
|
|
2022
Q1 | $11.6M | Sell |
215,595
-63,425
| -23% | -$3.38M | 1.13% | 19 |
|
|
2021
Q4 | $15.8M | Buy |
279,020
+28,055
| +11% | +$1.56M | 1.48% | 16 |
|
|
2021
Q3 | $13.2M | Buy |
250,965
+28,555
| +13% | +$1.54M | 1.4% | 16 |
|
|
2021
Q2 | $12M | Buy |
222,410
+12,940
| +6% | +$699K | 1.26% | 18 |
|
|
2021
Q1 | $10.9M | Buy |
209,470
+16,515
| +9% | +$825K | 1.28% | 18 |
|
|
2020
Q4 | $8.87M | Buy |
192,955
+9,170
| +5% | +$386K | 1.16% | 20 |
|
|
2020
Q3 | $6.81M | Sell |
183,785
-10,530
| -5% | -$394K | 1.36% | 17 |
|
|
2020
Q2 | $6.91M | Sell |
194,315
-17,230
| -8% | -$572K | 1.46% | 16 |
|
|
2020
Q1 | $6.09M | Buy |
211,545
+7,000
| +3% | +$260K | 1.35% | 13 |
|
|
2019
Q4 | $8.42M | Buy |
204,545
+2,740
| +1% | +$109K | 1.46% | 13 |
|
|
2019
Q3 | $7.8M | Buy |
201,805
+35,640
| +21% | +$1.37M | 1.5% | 12 |
|
|
2019
Q2 | $6.46M | Sell |
166,165
-29,610
| -15% | -$1.13M | 1.22% | 14 |
|
|
2019
Q1 | $7.42M | Buy |
195,775
+160,520
| +455% | +$5.93M | 1.52% | 11 |
|
|
2018
Q4 | $1.17M | Buy |
35,255
+25,155
| +249% | +$918K | 0.25% | 52 |
|
|
2018
Q3 | $408K | Hold |
10,100
| – | – | 0.09% | 92 |
|
|
2018
Q2 | $395K | Buy |
10,100
+2,335
| +30% | +$90.2K | 0.1% | 93 |
|
|
2018
Q1 | $291K | Hold |
7,765
| – | – | 0.07% | 106 |
|
|
2017
Q4 | $295K | Buy |
7,765
+265
| +4% | +$9.8K | 0.07% | 103 |
|
|
2017
Q3 | $268K | Hold |
7,500
| – | – | 0.07% | 109 |
|
|
2017
Q2 | $261K | Buy |
+7,500
| New | +$259K | 0.08% | 110 |
|
Other funds holding IJH
Crescent Grove Advisors's IJH Position: Q1 2026 in Review
Crescent Grove Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.89% in Q1 2026, selling an estimated $190K and leaving 305,853 shares worth $20.7M. The position accounts for 1.99% of the portfolio, ranked #11.
Crescent Grove Advisors first reported a position in IJH in Q2 2017 and has held it in 36 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Crescent Grove Advisors held 305,853 shares of iShares Core S&P Mid-Cap ETF worth $20.7M as of Q1 2026.
- Crescent Grove Advisors sold 2,741 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $190K.
- iShares Core S&P Mid-Cap ETF made up 1.99% of Crescent Grove Advisors's portfolio in Q1 2026, its #11 holding.
- Crescent Grove Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.