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Crumly & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Crumly & Associates’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 		$3.79M Sell
49,193
-500
-1% -$36.7K 0.73% 35
2026
Q1 		$3.36M Sell
49,693
-81
-0.2% -$5.62K 0.71% 33
2025
Q4 		$3.29M Hold
49,774
– – 0.69% 38
2025
Q3 		$3.25M Sell
49,774
-951
-2% -$61.1K 0.71% 35
2025
Q2 		$3.15M Sell
50,725
-35
-0.1% -$2.06K 0.77% 33
2025
Q1 		$2.96M Sell
50,760
-984
-2% -$61.1K 0.82% 35
2024
Q4 		$3.22M Sell
51,744
-1,499
-3% -$96.1K 0.88% 33
2024
Q3 		$3.32M Sell
53,243
-1,798
-3% -$108K 0.92% 34
2024
Q2 		$3.22M Sell
55,041
-1,332
-2% -$78.3K 0.93% 27
2024
Q1 		$3.42M Sell
56,373
-1,362
-2% -$77.1K 0.9% 30
2023
Q4 		$3.2M Sell
57,735
-710
-1% -$36K 0.93% 33
2023
Q3 		$2.91M Sell
58,445
-2,735
-4% -$143K 1.14% 29
2023
Q2 		$3.2M Sell
61,180
-68,235
-53% -$3.39M 1.28% 27
2023
Q1 		$6.47M Sell
129,415
-9,045
-7% -$461K 2.81% 12
2022
Q4 		$6.7M Sell
138,460
-79,720
-37% -$3.85M 2.53% 14
2022
Q3 		$9.57M Sell
218,180
-20,870
-9% -$1.01M 3.95% 7
2022
Q2 		$10.8M Sell
239,050
-2,065
-0.9% -$102K 4.49% 4
2022
Q1 		$12.9M Sell
241,115
-35,055
-13% -$1.87M 4.85% 3
2021
Q4 		$14.4M Buy
276,170
+132,095
+92% +$7.35M 5.69% 3
2021
Q3 		$7.58M Buy
144,075
+4,400
+3% +$237K 3.52% 11
2021
Q2 		$7.51M Buy
139,675
+16,925
+14% +$914K 3.64% 11
2021
Q1 		$6.39M Buy
122,750
+34,180
+39% +$1.71M 3.73% 9
2020
Q4 		$4.35M Sell
88,570
-55,190
-38% -$2.33M 3.05% 13
2020
Q3 		$5.33M Buy
143,760
+57,080
+66% +$2.13M 4.55% 7
2020
Q2 		$3.08M Buy
86,680
+40,420
+87% +$1.34M 2.89% 12
2020
Q1 		$1.33M Sell
46,260
-49,970
-52% -$1.86M 1.63% 14
2019
Q4 		$3.96M Buy
+96,230
New +$3.81M 4.1% 10

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Crumly & Associates's IJH Position: Q2 2026 in Review

Crumly & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, selling an estimated $36.7K and leaving 49,193 shares worth $3.79M. The position accounts for 0.73% of the portfolio, ranked #35.

Crumly & Associates first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.4M in Q4 2021. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Crumly & Associates held 49,193 shares of iShares Core S&P Mid-Cap ETF worth $3.79M as of Q2 2026.
  • Crumly & Associates sold 500 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $36.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.73% of Crumly & Associates's portfolio in Q2 2026, its #35 holding.
  • Crumly & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Crumly & Associates's iShares Core S&P Mid-Cap ETF position peaked at $14.4M in Q4 2021.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.