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 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	$370	Sell	10,400 -6,080	-37%	-$202K	﹤0.01%	261
2020 Q1	$474	Sell	16,480 -8,450	-34%	-$314K	0.01%	254
2019 Q4	$1.03K	Buy	24,930 +11,190	+81%	+$443K	0.02%	255
2019 Q3	$531	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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freestone Capital Holdings's IJH Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 31% in Q1 2026, selling an estimated $1.01M and leaving 32,030 shares worth $2.16M. 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 25 quarters since. The position peaked at $20M in Q4 2017. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Freestone Capital Holdings held 32,030 shares of iShares Core S&P Mid-Cap ETF worth $2.16M as of Q1 2026.
Freestone Capital Holdings sold 14,629 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.01M.
iShares Core S&P Mid-Cap ETF made up 0.07% of Freestone Capital Holdings's portfolio in Q1 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 25 quarters since.
Freestone Capital Holdings's iShares Core S&P Mid-Cap ETF position peaked at $20M in Q4 2017.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.