Crestwood Advisors Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Crestwood Advisors Group’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	$40.6M	Buy	526,930 +18,538	+4%	+$1.36M	0.6%	45
2026 Q1	$34.3M	Buy	508,392 +30,395	+6%	+$2.11M	0.58%	48
2025 Q4	$31.5M	Buy	477,997 +39,828	+9%	+$2.61M	0.53%	56
2025 Q3	$28.6M	Buy	438,169 +30,822	+8%	+$1.98M	0.49%	61
2025 Q2	$25.3M	Buy	407,347 +315,416	+343%	+$18.5M	0.45%	66
2025 Q1	$5.36M	Buy	91,931 +4,245	+5%	+$264K	0.1%	123
2024 Q4	$5.46M	Buy	87,686 +2,375	+3%	+$152K	0.1%	123
2024 Q3	$5.32M	Sell	85,311 -1,143	-1%	-$68.9K	0.1%	124
2024 Q2	$5.06M	Buy	86,454 +464	+0.5%	+$27.3K	0.1%	120
2024 Q1	$5.22M	Sell	85,990 -1,955	-2%	-$111K	0.11%	116
2023 Q4	$4.87M	Sell	87,945 -3,810	-4%	-$193K	0.11%	120
2023 Q3	$4.58M	Buy	91,755 +39,020	+74%	+$2.04M	0.12%	118
2023 Q2	$2.76M	Buy	52,735 +2,130	+4%	+$106K	0.09%	102
2023 Q1	$2.53M	Buy	50,605 +740	+1%	+$37.7K	0.08%	105
2022 Q4	$2.41M	Sell	49,865 -1,605	-3%	-$77.5K	0.08%	106
2022 Q3	$2.26M	Sell	51,470 -1,310	-2%	-$63.3K	0.08%	114
2022 Q2	$2.39M	Sell	52,780 -1,815	-3%	-$89.6K	0.08%	112
2022 Q1	$2.93M	Sell	54,595 -1,625	-3%	-$86.5K	0.08%	108
2021 Q4	$3.18M	Buy	56,220 +3,000	+6%	+$167K	0.08%	106
2021 Q3	$2.8M	Sell	53,220 -6,600	-11%	-$355K	0.08%	113
2021 Q2	$3.21M	Sell	59,820 -750	-1%	-$40.5K	0.09%	107
2021 Q1	$3.15M	Buy	60,570 +1,125	+2%	+$56.2K	0.1%	106
2020 Q4	$2.73M	Buy	59,445 +265	+0.4%	+$11.2K	0.09%	107
2020 Q3	$2.19M	Sell	59,180 -1,825	-3%	-$68.2K	0.08%	102
2020 Q2	$2.17M	Sell	61,005 -1,450	-2%	-$48.2K	0.09%	103
2020 Q1	$1.8M	Sell	62,455 -2,285	-4%	-$85K	0.09%	103
2019 Q4	$2.67M	Buy	64,740 +2,835	+5%	+$112K	0.11%	105
2019 Q3	$2.39M	Buy	61,905 +1,805	+3%	+$69.4K	0.11%	105
2019 Q2	$2.33M	Buy	+60,100	New	+$2.3M	0.11%	105
2018 Q4	–	Sell	-6,560	Closed	-$264K	–	174
2018 Q3	$264K	Buy	+6,560	New	+$264K	0.02%	143

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

Crestwood Advisors Group's IJH Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, buying an estimated $1.36M and bringing the position to 526,930 shares worth $40.6M. The position accounts for 0.6% of the portfolio, ranked #45.

Crestwood Advisors Group first reported a position in IJH in Q3 2018 and has held it in 30 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Crestwood Advisors Group held 526,930 shares of iShares Core S&P Mid-Cap ETF worth $40.6M as of Q2 2026.
Crestwood Advisors Group bought 18,538 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
iShares Core S&P Mid-Cap ETF made up 0.6% of Crestwood Advisors Group's portfolio in Q2 2026, its #45 holding.
Crestwood Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.