CROWLEY WEALTH MANAGEMENT, INC. IJH — ISHARES CORE S&P MID CAPETF

Ownership history in CROWLEY WEALTH MANAGEMENT, INC.  ·  5 quarters on record

AI Ownership Summary

CROWLEY WEALTH MANAGEMENT, INC. reported ISHARES CORE S&P MID CAPETF (IJH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.6% in 2024 Q4. The latest visible filing shows IJH at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CROWLEY WEALTH MANAGEMENT, INC.'s position in ISHARES CORE S&P MID CAPETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJH was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJH stock page CROWLEY WEALTH MANAGEMENT, INC. fund profile CROWLEY WEALTH MANAGEMENT, INC. full holdings
How CROWLEY WEALTH MANAGEMENT, INC. held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 11,045 — 0% 0.57% $721K 2026-02-14 (Est.) $71.07
2025 Q3 ADDED — — — 11,045 +570 +5.4% 0.57% $721K 2025-10-21 $65.04
2025 Q2 ADDED — — — 10,475 +339 +3.3% 0.59% $650K 2025-07-16 $62.15
2025 Q1 REDUCED 6.9% +6.6% ❌ 10,136 -751 -6.9% 0.56% $591K 2025-04-16 $53.65
2024 Q4 INITIATED — — — 10,887 — — 0.60% $678K 2025-02-11 $62.78

🏢 Other funds also holding IJH

As of 2026 Q1 — sorted by position size

Charter Capital Management, LLC\DE 30.54% Holland Advisory Services, Inc. 3Y 23.95% New England Professional Planning Group Inc. 3Y 7Y 18.92% LTG Capital LLC 3Y 18.21% MKD WEALTH COACHES, LLC 3Y 7Y 16.53% Investments & Financial Planning, LLC 3Y 14.94% TRUEFG, LLC 3Y 14.87% Platt Investment Counsel, LLC 3Y 14.86% INSTRUMENTAL WEALTH, LLC 14.02% Altus Wealth Management, LLC 3Y 13.6%

FAQ About CROWLEY WEALTH MANAGEMENT, INC. and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CROWLEY WEALTH MANAGEMENT, INC. reported owning IJH?

CROWLEY WEALTH MANAGEMENT, INC. reported IJH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IJH position in CROWLEY WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for IJH was 0.60% in 2024 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when CROWLEY WEALTH MANAGEMENT, INC. reported 11,045 shares, equal to 0.57% of portfolio, with an estimated market value of $721K.

What does the chart on this IJH ownership page compare?

The chart compares CROWLEY WEALTH MANAGEMENT, INC.'s quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CROWLEY WEALTH MANAGEMENT, INC. time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, CROWLEY WEALTH MANAGEMENT, INC. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on IJH relative to SPY over the holding period was -0.7%.

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