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	–	Sell	-400	Closed	-$48.1K	–	1717
2025 Q4	$48.1K	Hold	400	–	–	﹤0.01%	1614
2025 Q3	$47.5K	Buy	+400	New	+$46K	﹤0.01%	1528
2025 Q1	–	Hold	0	–	-$46.1K	–	1786
2024 Q4	–	Sell	-500	Closed	-$59.7K	–	1675
2024 Q3	$58.5K	Hold	500	–	–	﹤0.01%	2082
2024 Q2	$53.3K	Buy	+500	New	+$53.5K	﹤0.01%	2001
2024 Q1	–	Sell	-200	Closed	-$21.6K	–	1944
2023 Q4	$21.6K	Buy	+200	New	+$19.3K	﹤0.01%	1816

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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.