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
2025 Q3	$1M	Buy
2025 Q2	$885K	Sell
2025 Q1	$956K	Buy
2024 Q4	$1.06M	Buy
2024 Q3	$314K	Hold
2024 Q2	$284K	Hold
2024 Q1	$300K	Sell
2023 Q4	$330K	Sell
2023 Q3	$295K	Buy
2017 Q2	–	Sell
2017 Q1	$14K	Buy