Koesten Hirschmann & Crabtree’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Koesten Hirschmann & Crabtree’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	$1.2M	Sell	15,500 -210	-1%	-$15.4K	0.5%	16
2026 Q1	$1.06M	Sell	15,710 -120	-0.8%	-$8.32K	0.52%	16
2025 Q4	$1.04M	Sell	15,830 -3,750	-19%	-$246K	0.51%	15
2025 Q3	$1.28M	Hold	19,580	–	–	0.61%	14
2025 Q2	$1.21M	Sell	19,580 -30	-0.2%	-$1.76K	0.63%	15
2025 Q1	$1.14M	Hold	19,610	–	–	0.66%	15
2024 Q4	$1.22M	Sell	19,610 -50	-0.3%	-$3.21K	0.7%	14
2024 Q3	$1.23M	Sell	19,660 -600	-3%	-$36.2K	0.71%	15
2024 Q2	$1.23M	Hold	20,260	–	–	0.79%	15
2024 Q1	$1.23M	Buy	20,260 +200	+1%	+$11.3K	0.79%	15
2023 Q4	$1.11M	Sell	20,060 -1,415	-7%	-$71.8K	0.77%	15
2023 Q3	$1.07M	Sell	21,475 -380	-2%	-$19.9K	0.84%	15
2023 Q2	$1.14M	Sell	21,855 -205	-0.9%	-$10.2K	0.86%	15
2023 Q1	$1.1M	Hold	22,060	–	–	0.85%	15
2022 Q4	$1.07M	Buy	+22,060	New	+$1.07M	0.88%	15

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IJH Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, selling an estimated $15.4K and leaving 15,500 shares worth $1.2M. The position accounts for 0.5% of the portfolio, ranked #16.

Koesten Hirschmann & Crabtree first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q3 2025. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Koesten Hirschmann & Crabtree held 15,500 shares of iShares Core S&P Mid-Cap ETF worth $1.2M as of Q2 2026.
Koesten Hirschmann & Crabtree sold 210 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $15.4K.
iShares Core S&P Mid-Cap ETF made up 0.5% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #16 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Koesten Hirschmann & Crabtree's iShares Core S&P Mid-Cap ETF position peaked at $1.28M in Q3 2025.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.