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 Q2	$497M	Buy	3,353,475 +70,133	+2%	+$9.62M	1.8%	8
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cresset Asset Management's IJR Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q2 2026, buying an estimated $9.62M and bringing the position to 3,353,475 shares worth $497M. The position accounts for 1.8% of the portfolio, ranked #8.

Cresset Asset Management first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $700M in Q3 2024. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cresset Asset Management held 3,353,475 shares of iShares Core S&P Small-Cap ETF worth $497M as of Q2 2026.
Cresset Asset Management bought 70,133 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.62M.
iShares Core S&P Small-Cap ETF made up 1.8% of Cresset Asset Management's portfolio in Q2 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 31 quarters since.
Cresset Asset Management's iShares Core S&P Small-Cap ETF position peaked at $700M in Q3 2024.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.