Crewe Advisors LLC IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1730033
As of 2026-06-30, Crewe Advisors LLC reported 1.04M IJH (shares), valued at $80.44M, or 5.83% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 2.92%; reported value increased 17.52%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.83% | 1,043,164 | SEC filing ↗Filed Jul 24, 2026Combination report |
| Q1 2026 | 5.84% | 1,013,534 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 5.44% | 930,710 | SEC filing ↗Filed Jan 16, 2026Combination report |
| Q3 2025 | 5.61% | 901,549 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 7.70% | 877,935 | SEC filing ↗Filed Jul 30, 2025Combination report |
| Q1 2025 | 6.97% | 850,319 | SEC filing ↗Filed Apr 23, 2025Combination report |
| Q4 2024 | 7.00% | 814,395 | SEC filing ↗Filed Jan 27, 2025Combination report |
| Q3 2024 | 5.46% | 755,274 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 4.66% | 709,959 | SEC filing ↗Filed Jul 29, 2024Combination report |
| Q1 2024 | 4.74% | 669,746 | SEC filing ↗Filed May 14, 2024Combination report |
| Q4 2023 | 5.78% | 131,825 | SEC filing ↗Filed Feb 9, 2024Combination report |
| Q3 2023 | 6.02% | 139,575 | SEC filing ↗Filed Nov 9, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.02% | 139,575 | $34.80M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 5.78% | 131,825 | $36.54M | Shares decreased 5.55%; reported value increased 4.98%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 4.74% | 669,746 | $40.68M | Shares increased 408.06%; reported value increased 11.35%, and weight changed -1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 4.66% | 709,959 | $41.55M | Shares increased 6.00%; reported value increased 2.13%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 5.46% | 755,274 | $47.07M | Shares increased 6.38%; reported value increased 13.29%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 7.00% | 814,395 | $50.74M | Shares increased 7.83%; reported value increased 7.81%, and weight changed +1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 6.97% | 850,319 | $49.62M | Shares increased 4.41%; reported value decreased 2.22%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 7.70% | 877,935 | $54.45M | Shares increased 3.25%; reported value increased 9.74%, and weight changed +0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 5.61% | 901,549 | $58.84M | Shares increased 2.69%; reported value increased 8.05%, and weight changed -2.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 5.44% | 930,710 | $61.43M | Shares increased 3.23%; reported value increased 4.41%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 5.84% | 1,013,534 | $68.44M | Shares increased 8.90%; reported value increased 11.42%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 5.83% | 1,043,164 | $80.44M | Shares increased 2.92%; reported value increased 17.52%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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