CAG
IJS icon

Crestwood Advisors Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Crestwood Advisors Group’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
9,585
+431
+5% +$55.6K 0.02% 283
2026
Q1 		$1.08M Buy
9,154
+1
+0% +$121 0.02% 296
2025
Q4 		$1.04M Buy
9,153
+70
+0.8% +$7.85K 0.02% 278
2025
Q3 		$1M Buy
9,083
+191
+2% +$20.3K 0.02% 291
2025
Q2 		$885K Sell
8,892
-911
-9% -$86K 0.02% 292
2025
Q1 		$956K Buy
9,803
+62
+0.6% +$6.54K 0.02% 277
2024
Q4 		$1.06M Buy
9,741
+6,826
+234% +$757K 0.02% 238
2024
Q3 		$314K Hold
2,915
– – 0.01% 359
2024
Q2 		$284K Hold
2,915
– – 0.01% 361
2024
Q1 		$300K Sell
2,915
-290
-9% -$28.8K 0.01% 355
2023
Q4 		$330K Sell
3,205
-100
-3% -$9.11K 0.01% 317
2023
Q3 		$295K Buy
+3,305
New +$315K 0.01% 296
2017
Q2 		– Sell
-200
Closed -$14K – 284
2017
Q1 		$14K Buy
+200
New +$13.9K ﹤0.01% 412

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Crestwood Advisors Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.7% in Q2 2026, buying an estimated $55.6K and bringing the position to 9,585 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #283.

Crestwood Advisors Group first reported a position in IJS in Q1 2017 and has held it in 13 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Crestwood Advisors Group held 9,585 shares of iShares S&P Small-Cap 600 Value ETF worth $1.31M as of Q2 2026.
  • Crestwood Advisors Group bought 431 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $55.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #283 holding.
  • Crestwood Advisors Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and has held it in 13 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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