Crescent Grove Advisors
IJS icon

Crescent Grove Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Crescent Grove Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.9M Buy
53,888
+1,079
+2% +$146K 0.58% 41
2026
Q2 		$7.22M Sell
52,809
-740
-1% -$95.5K 0.6% 41
2026
Q1 		$6.34M Hold
53,549
– – 0.61% 40
2025
Q4 		$6.09M Buy
53,549
+770
+1% +$86.3K 0.57% 40
2025
Q3 		$5.84M Buy
52,779
+5,989
+13% +$636K 0.55% 44
2025
Q2 		$4.66M Buy
46,790
+871
+2% +$82.3K 0.45% 48
2025
Q1 		$4.48M Hold
45,919
– – 0.47% 45
2024
Q4 		$4.99M Buy
45,919
+147
+0.3% +$16.3K 0.49% 44
2024
Q3 		$4.93M Buy
45,772
+1,628
+4% +$169K 0.5% 41
2024
Q2 		$4.29M Sell
44,144
-2,319
-5% -$228K 0.47% 45
2024
Q1 		$4.77M Sell
46,463
-515
-1% -$51.1K 0.5% 41
2023
Q4 		$4.84M Sell
46,978
-21,731
-32% -$1.98M 0.54% 38
2023
Q3 		$6.17M Buy
68,709
+1,818
+3% +$173K 0.77% 27
2023
Q2 		$6.36M Buy
66,891
+5,217
+8% +$477K 0.68% 32
2023
Q1 		$5.77M Buy
61,674
+988
+2% +$96.5K 0.67% 31
2022
Q4 		$5.54M Sell
60,686
-1,161
-2% -$107K 0.58% 32
2022
Q3 		$5.1M Buy
61,847
+3,089
+5% +$286K 0.59% 28
2022
Q2 		$5.23M Buy
58,758
+12,963
+28% +$1.24M 0.55% 29
2022
Q1 		$4.69M Buy
45,795
+237
+0.5% +$24.2K 0.46% 38
2021
Q4 		$4.76M Sell
45,558
-8,538
-16% -$895K 0.45% 38
2021
Q3 		$5.45M Buy
54,096
+23,593
+77% +$2.38M 0.58% 33
2021
Q2 		$3.22M Buy
30,503
+28,395
+1,347% +$2.97M 0.34% 47
2021
Q1 		$212K Buy
+2,108
New +$200K 0.02% 195
2019
Q1 		– Sell
-4,250
Closed -$280K – 160
2018
Q4 		$280K Buy
+4,250
New +$315K 0.06% 126

Other funds holding IJS

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

Crescent Grove Advisors's IJS Position: Q3 2026 in Review

Crescent Grove Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2% in Q3 2026, buying an estimated $146K and bringing the position to 53,888 shares worth $6.9M. The position accounts for 0.58% of the portfolio, ranked #41.

Crescent Grove Advisors first reported a position in IJS in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.22M in Q2 2026. 278 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Crescent Grove Advisors held 53,888 shares of iShares S&P Small-Cap 600 Value ETF worth $6.9M as of Q3 2026.
  • Crescent Grove Advisors bought 1,079 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $146K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.58% of Crescent Grove Advisors's portfolio in Q3 2026, its #41 holding.
  • Crescent Grove Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 24 quarters since.
  • Crescent Grove Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $7.22M in Q2 2026.
  • 278 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.