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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clear Creek Financial Management's IJH Position: Q1 2026 in Review

Clear Creek Financial Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, buying an estimated $285K and bringing the position to 41,284 shares worth $2.79M. The position accounts for 0.21% of the portfolio, ranked #106.

Clear Creek Financial Management first reported a position in IJH in Q2 2019 and has held it in 19 quarters since. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Clear Creek Financial Management held 41,284 shares of iShares Core S&P Mid-Cap ETF worth $2.79M as of Q1 2026.
Clear Creek Financial Management bought 4,107 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $285K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Clear Creek Financial Management's portfolio in Q1 2026, its #106 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 19 quarters since.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.