Clear Creek Financial Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clear Creek Financial Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Buy	44,901 +3,617	+9%	+$265K	0.22%	111
2026 Q1	$2.79M	Buy	41,284 +4,107	+11%	+$285K	0.21%	106
2025 Q4	$2.45M	Buy	37,177 +1,522	+4%	+$99.7K	0.2%	114
2025 Q3	$2.33M	Buy	35,655 +18,873	+112%	+$1.21M	0.2%	112
2025 Q2	$1.04M	Buy	16,782 +7,585	+82%	+$445K	0.1%	212
2025 Q1	$537K	Buy	9,197 +3,663	+66%	+$227K	0.06%	300
2024 Q4	$345K	Buy	5,534 +50	+0.9%	+$3.21K	0.04%	357
2024 Q3	$342K	Sell	5,484 -747	-12%	-$45K	0.04%	324
2024 Q2	$427K	Buy	6,231 +41	+0.7%	+$2.41K	0.05%	277
2024 Q1	$438K	Sell	6,190 -745	-11%	-$42.2K	0.06%	266
2023 Q4	$381K	Buy	6,935 +940	+16%	+$47.7K	0.06%	229
2023 Q3	$304K	Buy	+5,995	New	+$314K	0.05%	237
2022 Q1	–	Sell	-3,810	Closed	-$216K	–	355
2021 Q4	$216K	Sell	3,810 -2,725	-42%	-$152K	0.03%	312
2021 Q3	$344K	Buy	6,535 +35	+0.5%	+$1.88K	0.06%	225
2021 Q2	$349K	Buy	+6,500	New	+$351K	0.05%	216
2021 Q1	–	Sell	-8,185	Closed	-$376K	–	146
2020 Q4	$376K	Buy	+8,185	New	+$345K	0.07%	213
2020 Q3	–	Sell	-8,405	Closed	-$298K	–	167
2020 Q2	$298K	Buy	+8,405	New	+$279K	0.08%	178
2020 Q1	–	Sell	-7,140	Closed	-$293K	–	179
2019 Q4	$293K	Sell	7,140 -7,685	-52%	-$305K	0.12%	92
2019 Q3	$594K	Sell	14,825 -1,925	-11%	-$74K	0.29%	48
2019 Q2	$650K	Buy	+16,750	New	+$642K	0.28%	54

Other funds holding IJH

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clear Creek Financial Management's IJH Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.8% in Q2 2026, buying an estimated $265K and bringing the position to 44,901 shares worth $3.46M. The position accounts for 0.22% of the portfolio, ranked #111.

Clear Creek Financial Management first reported a position in IJH in Q2 2019 and has held it in 20 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Clear Creek Financial Management held 44,901 shares of iShares Core S&P Mid-Cap ETF worth $3.46M as of Q2 2026.
Clear Creek Financial Management bought 3,617 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $265K.
iShares Core S&P Mid-Cap ETF made up 0.22% of Clear Creek Financial Management's portfolio in Q2 2026, its #111 holding.
Clear Creek Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 20 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.