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

Freestone Capital Holdings’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	$2.64M	Buy	34,208 +2,178	+7%	+$160K	0.07%	175
2026 Q1	$2.16M	Sell	32,030 -14,629	-31%	-$1.01M	0.07%	175
2025 Q4	$3.08M	Sell	46,659 -465	-1%	-$30.5K	0.09%	141
2025 Q3	$3.08M	Buy	47,124 +32,174	+215%	+$2.07M	0.09%	141
2025 Q2	$927K	Buy	14,950 +160	+1%	+$9.39K	0.03%	231
2025 Q1	$863K	Sell	14,790 -786	-5%	-$48.8K	0.03%	224
2024 Q4	$971K	Buy	15,576 +516	+3%	+$33.1K	0.03%	211
2024 Q3	$939K	Buy	15,060 +4,076	+37%	+$246K	0.03%	225
2024 Q2	$643K	Buy	10,984 +846	+8%	+$49.7K	0.02%	263
2024 Q1	$616K	Buy	+10,138	New	+$574K	0.02%	277
2022 Q1	–	Sell	-6,380	Closed	-$361K	–	595
2021 Q4	$361K	Buy	+6,380	New	+$355K	0.02%	365
2021 Q2	–	Sell	-4,385	Closed	-$228K	–	423
2021 Q1	$228K	Sell	4,385 -5	-0.1%	-$250	0.01%	364
2020 Q4	$202K	Sell	4,390 -4,225	-49%	-$178K	0.01%	346
2020 Q3	$319K	Sell	8,615 -1,785	-17%	-$66.7K	0.02%	266
2020 Q2	$370K	Sell	10,400 -6,080	-37%	-$202K	﹤0.01%	261
2020 Q1	$474K	Sell	16,480 -8,450	-34%	-$314K	0.01%	254
2019 Q4	$1.03M	Buy	24,930 +11,190	+81%	+$443K	0.02%	255
2019 Q3	$531K	Buy	+13,740	New	+$528K	0.01%	308
2019 Q1	–	Sell	-104,735	Closed	-$3.48M	–	383
2018 Q4	$3.48M	Buy	+104,735	New	+$3.82M	0.24%	115
2018 Q3	–	Sell	-8,730	Closed	-$340K	–	408
2018 Q2	$340K	Sell	8,730 -4,635	-35%	-$179K	﹤0.01%	303
2018 Q1	$501K	Sell	13,365 -514,475	-97%	-$19.7M	0.03%	276
2017 Q4	$20M	Buy	527,840 +405,420	+331%	+$15M	1.39%	16
2017 Q3	$4.38M	Buy	122,420 +103,470	+546%	+$3.6M	0.31%	98
2017 Q2	$659K	Buy	18,950 +4,855	+34%	+$168K	0.05%	234
2017 Q1	$483K	Sell	14,095 -250,765	-95%	-$8.53M	0.04%	278
2016 Q4	$8.76M	Buy	+264,860	New	+$8.4M	0.75%	33

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

Freestone Capital Holdings's IJH Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q2 2026, buying an estimated $160K and bringing the position to 34,208 shares worth $2.64M. The position accounts for 0.07% of the portfolio, ranked #175.

Freestone Capital Holdings first reported a position in IJH in Q4 2016 and has held it in 26 quarters since. The position peaked at $20M in Q4 2017. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Freestone Capital Holdings held 34,208 shares of iShares Core S&P Mid-Cap ETF worth $2.64M as of Q2 2026.
Freestone Capital Holdings bought 2,178 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $160K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Freestone Capital Holdings's portfolio in Q2 2026, its #175 holding.
Freestone Capital Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 26 quarters since.
Freestone Capital Holdings's iShares Core S&P Mid-Cap ETF position peaked at $20M in Q4 2017.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.