Crossmark Global Holdings’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Crossmark Global Holdings’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
2025 Q4	–	Sell	-10,425	Closed	-$1.24M	–	1275
2025 Q3	$1.24M	Buy	10,425 +943	+10%	+$108K	0.02%	565
2025 Q2	$1.04M	Sell	9,482 -3,400	-26%	-$351K	0.02%	596
2025 Q1	$1.35M	Buy	+12,882	New	+$1.45M	0.02%	522
2019 Q1	–	Sell	-25,802	Closed	-$1.79M	–	1396
2018 Q4	$1.79M	Sell	25,802 -3,063	-11%	-$237K	0.06%	379
2018 Q3	$2.52M	Sell	28,865 -491	-2%	-$43K	0.06%	340
2018 Q2	$2.45M	Sell	29,356 -4,199	-13%	-$342K	0.07%	336
2018 Q1	$2.58M	Sell	33,555 -888	-3%	-$69.1K	0.07%	348
2017 Q4	$2.65M	Sell	34,443 -1,750	-5%	-$132K	0.06%	353
2017 Q3	$2.69M	Buy	+36,193	New	+$2.54M	0.07%	340
2016 Q3	$2.69M	Buy	+72,386	New	+$4.42M	0.07%	340

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crossmark Global Holdings's IJR Position: Q4 2025 in Review

Crossmark Global Holdings sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 10,425 shares — an estimated $1.24M sold.

Crossmark Global Holdings first reported a position in IJR in Q3 2016 and held it in 10 quarters. The position peaked at $2.69M in Q3 2017. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Crossmark Global Holdings reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 10,425 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $1.24M.
Crossmark Global Holdings first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and held it in 10 quarters.
Crossmark Global Holdings's iShares Core S&P Small-Cap ETF position peaked at $2.69M in Q3 2017.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.