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Institute for Wealth Management’s Crown Crafts CRWS Stock Holding History

Institute for Wealth Management’s Portfolio CRWS Stock Details CRWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.4K Hold
10,000
– – ﹤0.01% 1027
2026
Q1 		$25.8K Hold
10,000
– – ﹤0.01% 541
2025
Q4 		$27.7K Buy
+10,000
New +$27.8K ﹤0.01% 543

Other funds holding CRWS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institute for Wealth Management's CRWS Position: Q2 2026 in Review

Institute for Wealth Management held its Crown Crafts (CRWS) position steady in Q2 2026 at 10,000 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Institute for Wealth Management first reported a position in CRWS in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold CRWS as of Q2 2026.

  • Institute for Wealth Management held 10,000 shares of Crown Crafts worth $28.4K as of Q2 2026.
  • Institute for Wealth Management left its Crown Crafts share count unchanged in Q2 2026.
  • Crown Crafts made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1027 holding.
  • Institute for Wealth Management first reported a position in Crown Crafts in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Crown Crafts as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.