Crestwood Advisors Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Crestwood Advisors Group’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$712K	Buy	4,821 +672	+16%	+$95.1K	0.01%	382
2026 Q1	$550K	Buy	4,149 +583	+16%	+$79.8K	0.01%	399
2025 Q4	$469K	Sell	3,566 -1,215	-25%	-$158K	0.01%	405
2025 Q3	$620K	Sell	4,781 -653	-12%	-$83.6K	0.01%	339
2025 Q2	$672K	Buy	5,434 +762	+16%	+$89.6K	0.01%	310
2025 Q1	$559K	Buy	4,672 +1,268	+37%	+$159K	0.01%	330
2024 Q4	$425K	Sell	3,404 -759	-18%	-$96.9K	0.01%	330
2024 Q3	$515K	Sell	4,163 -530	-11%	-$63K	0.01%	289
2024 Q2	$532K	Buy	4,693 +944	+25%	+$108K	0.01%	271
2024 Q1	$443K	Buy	3,749 +275	+8%	+$31K	0.01%	296
2023 Q4	$396K	Buy	3,474 +217	+7%	+$22.3K	0.01%	291
2023 Q3	$329K	Buy	+3,257	New	+$348K	0.01%	285

Other funds holding IJJ

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

Crestwood Advisors Group's IJJ Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 16% in Q2 2026, buying an estimated $95.1K and bringing the position to 4,821 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #382.

Crestwood Advisors Group first reported a position in IJJ in Q3 2023 and has held it in 12 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Crestwood Advisors Group held 4,821 shares of iShares S&P Mid-Cap 400 Value ETF worth $712K as of Q2 2026.
Crestwood Advisors Group bought 672 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $95.1K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #382 holding.
Crestwood Advisors Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 12 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.