Crestmont Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Crestmont Private Wealth’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	$936K	Sell	6,310 -37,909	-86%	-$5.2M	0.26%	26
2026 Q1	$5.5M	Buy	44,219 +1,720	+4%	+$219K	1.73%	12
2025 Q4	$5.11M	Sell	42,499 -274	-0.6%	-$32.8K	1.66%	12
2025 Q3	$5.08M	Buy	42,773 +758	+2%	+$87.2K	1.68%	12
2025 Q2	$4.59M	Sell	42,015 -919	-2%	-$95K	1.66%	12
2025 Q1	$4.49M	Sell	42,934 -34,949	-45%	-$3.94M	1.94%	10
2024 Q4	$8.97M	Buy	77,883 +1,390	+2%	+$166K	4.04%	7
2024 Q3	$8.95M	Buy	76,493 +873	+1%	+$98.6K	3.91%	8
2024 Q2	$8.07M	Sell	75,620 -5,134	-6%	-$549K	3.89%	7
2024 Q1	$8.92M	Sell	80,754 -6,460	-7%	-$686K	4.43%	7
2023 Q4	$9.44M	Sell	87,214 -18,837	-18%	-$1.82M	4.8%	7
2023 Q3	$10M	Buy	106,051 +839	+0.8%	+$83.8K	6.12%	7
2023 Q2	$10.5M	Buy	105,212 +8,836	+9%	+$841K	6.15%	7
2023 Q1	$9.32M	Sell	96,376 -787	-0.8%	-$78.7K	6.09%	7
2022 Q4	$9.2M	Sell	97,163 -808	-0.8%	-$77.5K	6.29%	6
2022 Q3	$8.54M	Buy	97,971 +44,003	+82%	+$4.27M	6.48%	6
2022 Q2	$4.99M	Buy	53,968 +2,895	+6%	+$288K	4.94%	6
2022 Q1	$5.51M	Buy	51,073 +2,255	+5%	+$243K	5.23%	5
2021 Q4	$5.59M	Buy	+48,818	New	+$5.56M	5.29%	5

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

Crestmont Private Wealth's IJR Position: Q2 2026 in Review

Crestmont Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 86% in Q2 2026, selling an estimated $5.2M and leaving 6,310 shares worth $936K. The position accounts for 0.26% of the portfolio, ranked #26.

Crestmont Private Wealth first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q2 2023. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Crestmont Private Wealth held 6,310 shares of iShares Core S&P Small-Cap ETF worth $936K as of Q2 2026.
Crestmont Private Wealth sold 37,909 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.2M.
iShares Core S&P Small-Cap ETF made up 0.26% of Crestmont Private Wealth's portfolio in Q2 2026, its #26 holding.
Crestmont Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Crestmont Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $10.5M in Q2 2023.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.