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

Crestwood Advisors Group’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.54M Buy
25,392
+566
+2% +$91.7K 0.07% 159
2026
Q1 		$3.59M Sell
24,826
-2,293
-8% -$340K 0.06% 170
2025
Q4 		$3.83M Buy
27,119
+2,000
+8% +$283K 0.06% 160
2025
Q3 		$3.55M Sell
25,119
-60
-0.2% -$8.28K 0.06% 163
2025
Q2 		$3.35M Sell
25,179
-904
-3% -$113K 0.06% 164
2025
Q1 		$3.25M Buy
26,083
+7,731
+42% +$1.03M 0.06% 164
2024
Q4 		$2.48M Sell
18,352
-70
-0.4% -$9.9K 0.05% 170
2024
Q3 		$2.57M Sell
18,422
-112
-0.6% -$15.1K 0.05% 167
2024
Q2 		$2.38M Buy
18,534
+447
+2% +$57.2K 0.05% 165
2024
Q1 		$2.36M Buy
18,087
+2,075
+13% +$259K 0.05% 158
2023
Q4 		$2M Sell
16,012
-664
-4% -$74.5K 0.05% 162
2023
Q3 		$1.83M Buy
16,676
+409
+3% +$47.2K 0.05% 160
2023
Q2 		$1.87M Hold
16,267
– – 0.06% 113
2023
Q1 		$1.79M Sell
16,267
-1,456
-8% -$164K 0.06% 114
2022
Q4 		$1.92M Buy
17,723
+5,331
+43% +$586K 0.07% 114
2022
Q3 		$1.26M Hold
12,392
– – 0.04% 129
2022
Q2 		$1.3M Hold
12,392
– – 0.04% 133
2022
Q1 		$1.55M Sell
12,392
-304
-2% -$38.3K 0.04% 133
2021
Q4 		$1.76M Sell
12,696
-788
-6% -$107K 0.05% 129
2021
Q3 		$1.75M Sell
13,484
-25
-0.2% -$3.29K 0.05% 126
2021
Q2 		$1.79M Sell
13,509
-982
-7% -$128K 0.05% 123
2021
Q1 		$1.86M Sell
14,491
-94
-0.6% -$11.9K 0.06% 119
2020
Q4 		$1.67M Buy
14,585
+1,325
+10% +$135K 0.05% 124
2020
Q3 		$1.17M Buy
13,260
+20
+0.2% +$1.79K 0.04% 121
2020
Q2 		$1.12M Sell
13,240
-78
-0.6% -$6.08K 0.05% 116
2020
Q1 		$918K Sell
13,318
-80
-0.6% -$7.06K 0.05% 119
2019
Q4 		$1.29M Sell
13,398
-1,050
-7% -$97K 0.05% 119
2019
Q3 		$1.29M Sell
14,448
-242
-2% -$21.8K 0.06% 119
2019
Q2 		$1.34M Buy
+14,690
New +$1.32M 0.06% 119
2017
Q2 		– Sell
-40
Closed -$3K – 285
2017
Q1 		$3K Buy
+40
New +$3.03K ﹤0.01% 497

Other funds holding IJT

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Crestwood Advisors Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.3% in Q2 2026, buying an estimated $91.7K and bringing the position to 25,392 shares worth $4.54M. The position accounts for 0.07% of the portfolio, ranked #159.

Crestwood Advisors Group first reported a position in IJT in Q1 2017 and has held it in 30 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Crestwood Advisors Group held 25,392 shares of iShares S&P Small-Cap 600 Growth ETF worth $4.54M as of Q2 2026.
  • Crestwood Advisors Group bought 566 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $91.7K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.07% of Crestwood Advisors Group's portfolio in Q2 2026, its #159 holding.
  • Crestwood Advisors Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and has held it in 30 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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