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

Crowley Wealth 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
2025 Q4	–	Sell	-11,045	Closed	-$721K	–	169
2025 Q3	$721K	Buy	11,045 +570	+5%	+$36.6K	0.57%	32
2025 Q2	$650K	Buy	10,475 +339	+3%	+$19.9K	0.59%	30
2025 Q1	$591K	Sell	10,136 -751	-7%	-$46.6K	0.56%	37
2024 Q4	$678K	Buy	+10,887	New	+$698K	0.6%	34

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crowley Wealth Management's IJH Position: Q4 2025 in Review

Crowley Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 11,045 shares — an estimated $721K sold.

Crowley Wealth Management first reported a position in IJH in Q4 2024 and held it in 4 quarters. The position peaked at $721K in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Crowley Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 11,045 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $721K.
Crowley Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $721K in Q3 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.