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Crews Bank & Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Crews Bank & Trust’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 		$805K Buy
5,429
+136
+3% +$18.7K 0.11% 115
2026
Q1 		$658K Sell
5,293
-433
-8% -$55K 0.1% 122
2025
Q4 		$688K Sell
5,726
-70
-1% -$8.37K 0.1% 117
2025
Q3 		$689K Sell
5,796
-25
-0.4% -$2.88K 0.1% 117
2025
Q2 		$636K Sell
5,821
-150
-3% -$15.5K 0.1% 115
2025
Q1 		$624K Sell
5,971
-535
-8% -$60.4K 0.11% 117
2024
Q4 		$750K Buy
+6,506
New +$777K 0.13% 106

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

Crews Bank & Trust's IJR Position: Q2 2026 in Review

Crews Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, buying an estimated $18.7K and bringing the position to 5,429 shares worth $805K. The position accounts for 0.11% of the portfolio, ranked #115.

Crews Bank & Trust first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Crews Bank & Trust held 5,429 shares of iShares Core S&P Small-Cap ETF worth $805K as of Q2 2026.
  • Crews Bank & Trust bought 136 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $18.7K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Crews Bank & Trust's portfolio in Q2 2026, its #115 holding.
  • Crews Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.