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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Crestwood Advisors Group's IJH Position: Q1 2026 in Review

Crestwood Advisors Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.4% in Q1 2026, buying an estimated $2.11M and bringing the position to 508,392 shares worth $34.3M. The position accounts for 0.58% of the portfolio, ranked #48.

Crestwood Advisors Group first reported a position in IJH in Q3 2018 and has held it in 29 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Crestwood Advisors Group held 508,392 shares of iShares Core S&P Mid-Cap ETF worth $34.3M as of Q1 2026.
  • Crestwood Advisors Group bought 30,395 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.11M.
  • iShares Core S&P Mid-Cap ETF made up 0.58% of Crestwood Advisors Group's portfolio in Q1 2026, its #48 holding.
  • Crestwood Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 29 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.