Crestmont Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Crestmont Private Wealth’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	$9.31M	Buy	120,687 +5,074	+4%	+$372K	2.61%	11
2026 Q1	$7.81M	Buy	115,613 +2,142	+2%	+$149K	2.46%	11
2025 Q4	$7.49M	Buy	113,471 +69	+0.1%	+$4.52K	2.43%	11
2025 Q3	$7.4M	Buy	113,402 +1,148	+1%	+$73.8K	2.45%	11
2025 Q2	$6.96M	Sell	112,254 -1,339	-1%	-$78.6K	2.52%	11
2025 Q1	$6.63M	Sell	113,593 -50,956	-31%	-$3.16M	2.87%	9
2024 Q4	$10.3M	Buy	164,549 +3,641	+2%	+$234K	4.61%	6
2024 Q3	$10M	Buy	160,908 +2,800	+2%	+$169K	4.38%	6
2024 Q2	$9.25M	Sell	158,108 -7,648	-5%	-$449K	4.46%	6
2024 Q1	$10.1M	Sell	165,756 -9,019	-5%	-$511K	5%	6
2023 Q4	$9.69M	Sell	174,775 -36,075	-17%	-$1.83M	4.93%	6
2023 Q3	$10.5M	Buy	210,850 +4,545	+2%	+$238K	6.43%	6
2023 Q2	$10.8M	Buy	206,305 +17,230	+9%	+$856K	6.32%	6
2023 Q1	$9.46M	Sell	189,075 -535	-0.3%	-$27.3K	6.18%	6
2022 Q4	$9.17M	Sell	189,610 -1,325	-0.7%	-$64K	6.27%	7
2022 Q3	$8.37M	Buy	190,935 +46,140	+32%	+$2.23M	6.35%	7
2022 Q2	$6.55M	Buy	144,795 +6,985	+5%	+$345K	6.49%	4
2022 Q1	$7.4M	Buy	137,810 +4,480	+3%	+$239K	7.01%	4
2021 Q4	$7.55M	Buy	+133,330	New	+$7.42M	7.15%	3

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

Crestmont Private Wealth's IJH Position: Q2 2026 in Review

Crestmont Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.4% in Q2 2026, buying an estimated $372K and bringing the position to 120,687 shares worth $9.31M. The position accounts for 2.61% of the portfolio, ranked #11.

Crestmont Private Wealth first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q2 2023. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Crestmont Private Wealth held 120,687 shares of iShares Core S&P Mid-Cap ETF worth $9.31M as of Q2 2026.
Crestmont Private Wealth bought 5,074 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $372K.
iShares Core S&P Mid-Cap ETF made up 2.61% of Crestmont Private Wealth's portfolio in Q2 2026, its #11 holding.
Crestmont Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Crestmont Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q2 2023.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.