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

Crew Capital 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
2026 Q2	$1.32M	Sell	17,181 -542	-3%	-$39.8K	0.72%	45
2026 Q1	$1.2M	Sell	17,723 -1,233	-7%	-$85.5K	0.79%	36
2025 Q4	$1.25M	Hold	18,956	–	–	0.79%	37
2025 Q3	$1.24M	Sell	18,956 -3,250	-15%	-$209K	0.83%	32
2025 Q2	$1.38M	Sell	22,206 -4,795	-18%	-$281K	0.99%	25
2025 Q1	$1.58M	Sell	27,001 -40,880	-60%	-$2.54M	1.29%	12
2024 Q4	$4.23M	Buy	67,881 +42,517	+168%	+$2.73M	3.5%	4
2024 Q3	$1.58M	Sell	25,364 -94,464	-79%	-$5.7M	1.26%	12
2024 Q2	$7.01M	Buy	119,828 +18,840	+19%	+$1.11M	5.61%	2
2024 Q1	$6.13M	Buy	100,988 +80,498	+393%	+$4.56M	4.97%	4
2023 Q4	$1.14M	Sell	20,490 -2,080	-9%	-$105K	1.16%	18
2023 Q3	$1.13M	Sell	22,570 -17,895	-44%	-$938K	1.21%	22
2023 Q2	$2.12M	Sell	40,465 -27,960	-41%	-$1.39M	2.41%	11
2023 Q1	$3.42M	Sell	68,425 -4,355	-6%	-$222K	4.92%	4
2022 Q4	$3.52M	Buy	72,780 +1,515	+2%	+$73.2K	5.05%	4
2022 Q3	$3.13M	Sell	71,265 -190	-0.3%	-$9.19K	4.26%	4
2022 Q2	$3.23M	Buy	71,455 +190	+0.3%	+$9.38K	4.06%	4
2022 Q1	$3.83M	Sell	71,265 -6,785	-9%	-$361K	3.68%	3
2021 Q4	$4.42M	Sell	78,050 -2,610	-3%	-$145K	3.74%	4
2021 Q3	$4.24M	Sell	80,660 -50	-0.1%	-$2.69K	3.95%	4
2021 Q2	$4.34M	Buy	80,710 +5,240	+7%	+$283K	4.05%	4
2021 Q1	$3.93M	Buy	+75,470	New	+$3.77M	3.92%	5

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

Crew Capital Management's IJH Position: Q2 2026 in Review

Crew Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2026, selling an estimated $39.8K and leaving 17,181 shares worth $1.32M. The position accounts for 0.72% of the portfolio, ranked #45.

Crew Capital Management first reported a position in IJH in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.01M in Q2 2024. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Crew Capital Management held 17,181 shares of iShares Core S&P Mid-Cap ETF worth $1.32M as of Q2 2026.
Crew Capital Management sold 542 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $39.8K.
iShares Core S&P Mid-Cap ETF made up 0.72% of Crew Capital Management's portfolio in Q2 2026, its #45 holding.
Crew Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Crew Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $7.01M in Q2 2024.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.