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Crestwood Advisors Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Crestwood Advisors Group’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 		$12.8M Buy
103,002
+2,122
+2% +$270K 0.22% 91
2025
Q4 		$12.1M Sell
100,880
-2,461
-2% -$294K 0.2% 91
2025
Q3 		$12.3M Sell
103,341
-4,153
-4% -$478K 0.21% 88
2025
Q2 		$11.7M Buy
107,494
+7,959
+8% +$823K 0.21% 92
2025
Q1 		$10.4M Sell
99,535
-9,315
-9% -$1.05M 0.2% 93
2024
Q4 		$12.5M Buy
108,850
+1,188
+1% +$142K 0.24% 81
2024
Q3 		$12.6M Buy
107,662
+1,155
+1% +$130K 0.24% 80
2024
Q2 		$11.4M Sell
106,507
-4,464
-4% -$478K 0.24% 80
2024
Q1 		$12.3M Sell
110,971
-182
-0.2% -$19.3K 0.27% 75
2023
Q4 		$12M Sell
111,153
-4,130
-4% -$398K 0.28% 74
2023
Q3 		$10.9M Sell
115,283
-1,888
-2% -$189K 0.29% 80
2023
Q2 		$11.7M Sell
117,171
-57,094
-33% -$5.44M 0.37% 62
2023
Q1 		$16.9M Sell
174,265
-4,020
-2% -$402K 0.56% 54
2022
Q4 		$16.9M Sell
178,285
-7,294
-4% -$700K 0.57% 56
2022
Q3 		$16.2M Sell
185,579
-1,309
-0.7% -$127K 0.57% 58
2022
Q2 		$17.3M Buy
186,888
+2,071
+1% +$206K 0.58% 57
2022
Q1 		$19.9M Sell
184,817
-198,390
-52% -$21.4M 0.56% 56
2021
Q4 		$43.9M Buy
383,207
+38,922
+11% +$4.44M 1.14% 32
2021
Q3 		$37.6M Buy
344,285
+238
+0.1% +$26.2K 1.07% 35
2021
Q2 		$38.9M Sell
344,047
-6,807
-2% -$759K 1.12% 33
2021
Q1 		$38.1M Sell
350,854
-3,564
-1% -$373K 1.2% 29
2020
Q4 		$32.6M Buy
354,418
+34,852
+11% +$2.86M 1.07% 37
2020
Q3 		$22.4M Buy
319,566
+483
+0.2% +$34.6K 0.84% 46
2020
Q2 		$21.8M Buy
319,083
+150,953
+90% +$9.53M 0.87% 44
2020
Q1 		$9.43M Sell
168,130
-638,454
-79% -$47.6M 0.47% 63
2019
Q4 		$67.6M Buy
806,584
+170,835
+27% +$13.7M 2.68% 5
2019
Q3 		$49.5M Buy
635,749
+23,337
+4% +$1.81M 2.18% 6
2019
Q2 		$47.9M Buy
612,412
+212,213
+53% +$16.5M 2.17% 7
2019
Q1 		$30.9M Buy
400,199
+19,495
+5% +$1.5M 2.21% 11
2018
Q4 		$26.4M Sell
380,704
-2,663
-0.7% -$206K 2.1% 14
2018
Q3 		$33.4M Buy
383,367
+1,724
+0.5% +$151K 2.35% 9
2018
Q2 		$33.1M Buy
381,643
+15,981
+4% +$1.3M 2.41% 8
2018
Q1 		$28.2M Buy
365,662
+16,372
+5% +$1.27M 2.21% 10
2017
Q4 		$26.8M Buy
349,290
+11,823
+4% +$891K 2.13% 11
2017
Q3 		$25M Buy
337,467
+10,216
+3% +$716K 2.15% 10
2017
Q2 		$23.2M Buy
327,251
+22,587
+7% +$1.56M 1.98% 14
2017
Q1 		$21.3M Buy
304,664
+76,380
+33% +$5.27M 1.88% 16
2016
Q4 		$15.7M Buy
228,284
+8,924
+4% +$576K 1.52% 31
2016
Q3 		$13.6M Buy
219,360
+5,522
+3% +$337K 1.63% 29
2016
Q2 		$12.4M Buy
213,838
+5,666
+3% +$323K 1.54% 30
2016
Q1 		$11.7M Buy
+208,172
New +$10.9M 1.38% 34

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crestwood Advisors Group's IJR Position: Q1 2026 in Review

Crestwood Advisors Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q1 2026, buying an estimated $270K and bringing the position to 103,002 shares worth $12.8M. The position accounts for 0.22% of the portfolio, ranked #91.

Crestwood Advisors Group first reported a position in IJR in Q1 2016 and has held it in 41 quarters since. The position peaked at $67.6M in Q4 2019. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Crestwood Advisors Group held 103,002 shares of iShares Core S&P Small-Cap ETF worth $12.8M as of Q1 2026.
  • Crestwood Advisors Group bought 2,122 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $270K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Crestwood Advisors Group's portfolio in Q1 2026, its #91 holding.
  • Crestwood Advisors Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Crestwood Advisors Group's iShares Core S&P Small-Cap ETF position peaked at $67.6M in Q4 2019.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.