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

Crewe Advisors’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	$9.02K	Hold	66	–	–	﹤0.01%	777
2026 Q1	$7.82K	Hold	66	–	–	﹤0.01%	695
2025 Q4	$7.51K	Hold	66	–	–	﹤0.01%	670
2025 Q3	$7.3K	Hold	66	–	–	﹤0.01%	683
2025 Q2	$6.57K	Hold	66	–	–	﹤0.01%	507
2025 Q1	$6.43K	Hold	66	–	–	﹤0.01%	459
2024 Q4	$7.17K	Hold	66	–	–	﹤0.01%	454
2024 Q3	$7.11K	Sell	66 -63	-49%	-$6.54K	﹤0.01%	532
2024 Q2	$12.5K	Hold	129	–	–	﹤0.01%	645
2024 Q1	$13.3K	Buy	+129	New	+$12.8K	﹤0.01%	576

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Crewe Advisors's IJS Position: Q2 2026 in Review

Crewe Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 66 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Crewe Advisors first reported a position in IJS in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3K in Q1 2024. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Crewe Advisors held 66 shares of iShares S&P Small-Cap 600 Value ETF worth $9.02K as of Q2 2026.
Crewe Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #777 holding.
Crewe Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 10 quarters since.
Crewe Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $13.3K in Q1 2024.
881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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