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

Crewe Advisors’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
Q2 		$26.8M Buy
180,397
+6,549
+4% +$899K 1.94% 15
2026
Q1 		$21.6M Buy
173,848
+25,952
+18% +$3.3M 1.84% 16
2025
Q4 		$17.8M Buy
147,896
+5,956
+4% +$712K 1.57% 16
2025
Q3 		$16.9M Buy
141,940
+5,244
+4% +$603K 1.61% 18
2025
Q2 		$14.9M Buy
136,696
+22,294
+19% +$2.3M 2.11% 14
2025
Q1 		$12M Buy
114,402
+11,212
+11% +$1.27M 1.68% 15
2024
Q4 		$11.9M Buy
103,190
+20,526
+25% +$2.45M 1.64% 18
2024
Q3 		$9.67M Buy
82,664
+15,627
+23% +$1.77M 1.12% 19
2024
Q2 		$7.15M Buy
67,037
+14,641
+28% +$1.57M 0.8% 25
2024
Q1 		$5.79M Buy
52,396
+26,699
+104% +$2.84M 0.67% 27
2023
Q4 		$2.78M Buy
25,697
+7,668
+43% +$739K 0.44% 26
2023
Q3 		$1.7M Buy
18,029
+1,269
+8% +$127K 0.29% 29
2023
Q2 		$1.67M Sell
16,760
-525
-3% -$50K 0.23% 40
2023
Q1 		$1.67M Hold
17,285
– – 0.24% 41
2022
Q4 		$1.64M Buy
17,285
+9,983
+137% +$958K 0.26% 44
2022
Q3 		$637K Buy
7,302
+2,783
+62% +$270K 0.12% 63
2022
Q2 		$418K Buy
4,519
+136
+3% +$13.5K 0.09% 67
2022
Q1 		$473K Buy
4,383
+3,649
+497% +$394K 0.09% 55
2021
Q4 		$84K Buy
734
+343
+88% +$39.1K 0.02% 145
2021
Q3 		$43K Hold
391
– – 0.01% 157
2021
Q2 		$44K Hold
391
– – 0.01% 161
2021
Q1 		$42K Hold
391
– – 0.01% 159
2020
Q4 		$36K Hold
391
– – 0.01% 154
2020
Q3 		$27K Buy
+391
New +$28K 0.01% 165
2019
Q3 		– Sell
-2,950
Closed -$231K – 265
2019
Q2 		$231K Buy
+2,950
New +$229K 0.08% 80

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crewe Advisors's IJR Position: Q2 2026 in Review

Crewe Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, buying an estimated $899K and bringing the position to 180,397 shares worth $26.8M. The position accounts for 1.94% of the portfolio, ranked #15.

Crewe Advisors first reported a position in IJR in Q2 2019 and has held it in 25 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Crewe Advisors held 180,397 shares of iShares Core S&P Small-Cap ETF worth $26.8M as of Q2 2026.
  • Crewe Advisors bought 6,549 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $899K.
  • iShares Core S&P Small-Cap ETF made up 1.94% of Crewe Advisors's portfolio in Q2 2026, its #15 holding.
  • Crewe Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 25 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.