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

Crestwood Advisors Group’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Sell
18,585
-40
-0.2% -$4.44K 0.03% 233
2026
Q1 		$1.87M Hold
18,625
– – 0.03% 235
2025
Q4 		$1.8M Buy
18,625
+819
+5% +$78.9K 0.03% 223
2025
Q3 		$1.71M Hold
17,806
– – 0.03% 228
2025
Q2 		$1.62M Buy
17,806
+184
+1% +$15.8K 0.03% 230
2025
Q1 		$1.47M Sell
17,622
-1,430
-8% -$129K 0.03% 227
2024
Q4 		$1.73M Hold
19,052
– – 0.03% 201
2024
Q3 		$1.75M Buy
19,052
+338
+2% +$30.2K 0.03% 197
2024
Q2 		$1.65M Hold
18,714
– – 0.03% 190
2024
Q1 		$1.71M Sell
18,714
-114
-0.6% -$9.51K 0.04% 184
2023
Q4 		$1.49M Buy
18,828
+821
+5% +$60.2K 0.03% 181
2023
Q3 		$1.3M Sell
18,007
-280
-2% -$21.1K 0.03% 175
2023
Q2 		$1.37M Buy
18,287
+132
+0.7% +$9.43K 0.04% 121
2023
Q1 		$1.3M Sell
18,155
-138
-0.8% -$9.86K 0.04% 131
2022
Q4 		$1.25M Sell
18,293
-300
-2% -$20.6K 0.04% 129
2022
Q3 		$1.17M Hold
18,593
– – 0.04% 133
2022
Q2 		$1.19M Sell
18,593
-93
-0.5% -$6.53K 0.04% 141
2022
Q1 		$1.44M Sell
18,686
-25
-0.1% -$1.93K 0.04% 138
2021
Q4 		$1.59M Sell
18,711
-1,010
-5% -$84.7K 0.04% 133
2021
Q3 		$1.56M Sell
19,721
-447
-2% -$36.3K 0.04% 130
2021
Q2 		$1.63M Sell
20,168
-1,200
-6% -$96.3K 0.05% 128
2021
Q1 		$1.68M Sell
21,368
-200
-0.9% -$15.4K 0.05% 125
2020
Q4 		$1.56M Buy
21,568
+1,900
+10% +$127K 0.05% 126
2020
Q3 		$1.18M Buy
19,668
+200
+1% +$11.9K 0.04% 120
2020
Q2 		$1.09M Sell
19,468
-100
-0.5% -$5.19K 0.04% 119
2020
Q1 		$873K Sell
19,568
-568
-3% -$31.2K 0.04% 122
2019
Q4 		$1.2M Sell
20,136
-232
-1% -$13.3K 0.05% 126
2019
Q3 		$1.14M Sell
20,368
-600
-3% -$33.7K 0.05% 123
2019
Q2 		$1.19M Buy
+20,968
New +$1.16M 0.05% 125

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Crestwood Advisors Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.21% in Q2 2026, selling an estimated $4.44K and leaving 18,585 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #233.

Crestwood Advisors Group first reported a position in IJK in Q2 2019 and has held it in 29 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Crestwood Advisors Group held 18,585 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.18M as of Q2 2026.
  • Crestwood Advisors Group sold 40 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.44K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #233 holding.
  • Crestwood Advisors Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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