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

Crestone Asset 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
2024 Q2	–	Sell	-5,150	Closed	-$313K	–	39
2024 Q1	$313K	Hold	5,150	–	–	0.06%	75
2023 Q4	$285K	Hold	5,150	–	–	0.06%	76
2023 Q3	$257K	Hold	5,150	–	–	0.06%	86
2023 Q2	$269K	Hold	5,150	–	–	0.06%	61
2023 Q1	$258K	Hold	5,150	–	–	0.05%	64
2022 Q4	$249K	Hold	5,150	–	–	0.05%	63
2022 Q3	$226K	Hold	5,150	–	–	0.06%	63
2022 Q2	$233K	Hold	5,150	–	–	0.05%	76
2022 Q1	$276K	Hold	5,150	–	–	0.06%	73
2021 Q4	$292K	Buy	+5,150	New	+$287K	0.06%	80

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crestone Asset Management's IJH Position: Q2 2024 in Review

Crestone Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 5,150 shares — an estimated $313K sold.

Crestone Asset Management first reported a position in IJH in Q4 2021 and held it in 10 quarters. The position peaked at $313K in Q1 2024. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Crestone Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 5,150 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $313K.
Crestone Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
Crestone Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $313K in Q1 2024.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.