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Cresset Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cresset Asset Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$408M Buy
3,283,342
+63,738
+2% +$8.1M 1.77% 8
2025
Q4 		$387M Buy
3,219,604
+111,938
+4% +$13.4M 1.63% 10
2025
Q3 		$369M Buy
3,107,666
+101,603
+3% +$11.7M 1.61% 10
2025
Q2 		$329M Sell
3,006,063
-708,095
-19% -$73.2M 1.63% 9
2025
Q1 		$388M Buy
3,714,158
+58,989
+2% +$6.66M 1.94% 7
2024
Q4 		$421M Sell
3,655,169
-2,328,403
-39% -$278M 2.01% 6
2024
Q3 		$700M Buy
5,983,572
+263,445
+5% +$29.8M 2.69% 5
2024
Q2 		$610M Buy
5,720,127
+97,450
+2% +$10.4M 2.56% 5
2024
Q1 		$621M Buy
5,622,677
+2,524,510
+81% +$268M 2.99% 4
2023
Q4 		$335M Buy
3,098,167
+20,576
+0.7% +$1.98M 2% 6
2023
Q3 		$291M Buy
3,077,591
+217,343
+8% +$21.7M 1.12% 14
2023
Q2 		$285M Buy
2,860,248
+1,018,032
+55% +$96.9M 0.35% 20
2023
Q1 		$178M Sell
1,842,216
-2,447,419
-57% -$245M 3.56% 4
2022
Q4 		$294M Buy
4,289,635
+77,378
+2% +$7.42M 3.72% 5
2022
Q3 		$367M Buy
4,212,257
+5,894
+0.1% +$572K 4.64% 3
2022
Q2 		$389M Buy
4,206,363
+1,195,604
+40% +$119M 4.78% 3
2022
Q1 		$325M Buy
3,010,759
+113,602
+4% +$12.3M 3.38% 6
2021
Q4 		$332M Buy
2,897,157
+63,647
+2% +$7.25M 3.2% 5
2021
Q3 		$309M Buy
2,833,510
+19,538
+0.7% +$2.15M 4.16% 4
2021
Q2 		$318M Sell
2,813,972
-10,072
-0.4% -$1.12M 4.5% 4
2021
Q1 		$306M Buy
2,824,044
+9,911
+0.4% +$1.04M 4.85% 4
2020
Q4 		$259M Sell
2,814,133
-13,126
-0.5% -$1.08M 4.2% 5
2020
Q3 		$199M Sell
2,827,259
-11,159
-0.4% -$800K 3.71% 4
2020
Q2 		$194M Buy
2,838,418
+36,956
+1% +$2.33M 4.25% 4
2020
Q1 		$157M Buy
2,801,462
+109,225
+4% +$8.13M 4.78% 4
2019
Q4 		$226M Buy
2,692,237
+28,361
+1% +$2.28M 6.11% 3
2019
Q3 		$207M Buy
2,663,876
+20,142
+0.8% +$1.56M 6.34% 3
2019
Q2 		$207M Buy
2,643,734
+4,872
+0.2% +$378K 6.44% 3
2019
Q1 		$204M Buy
2,638,862
+479,270
+22% +$36.8M 7.9% 3
2018
Q4 		$150M Buy
+2,159,592
New +$167M 8.89% 3

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cresset Asset Management's IJR Position: Q1 2026 in Review

Cresset Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q1 2026, buying an estimated $8.1M and bringing the position to 3,283,342 shares worth $408M. The position accounts for 1.77% of the portfolio, ranked #8.

Cresset Asset Management first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $700M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Cresset Asset Management held 3,283,342 shares of iShares Core S&P Small-Cap ETF worth $408M as of Q1 2026.
  • Cresset Asset Management bought 63,738 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $8.1M.
  • iShares Core S&P Small-Cap ETF made up 1.77% of Cresset Asset Management's portfolio in Q1 2026, its #8 holding.
  • Cresset Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's iShares Core S&P Small-Cap ETF position peaked at $700M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.