Clear Creek Financial Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Buy	+10,032	New	+$1.42M	0.1%	216
2025 Q2	–	Sell	-32,785	Closed	-$3.93M	–	563
2025 Q1	$3.93M	Buy	+32,785	New	+$4.11M	0.41%	50
2023 Q3	–	Sell	-2,013	Closed	-$216K	–	332
2023 Q2	$216K	Sell	2,013 -714	-26%	-$72.5K	0.04%	294
2023 Q1	$280K	Sell	2,727 -124,751	-98%	-$13.3M	0.05%	232
2022 Q4	$12.8M	Buy	127,478 +120,949	+1,852%	+$12.1M	2.82%	5
2022 Q3	$588K	Sell	6,529 -116,075	-95%	-$11.6M	0.13%	129
2022 Q2	$11.6M	Buy	122,604 +118,010	+2,569%	+$12M	2.42%	8
2022 Q1	$504K	Sell	4,594 -79,814	-95%	-$8.61M	0.08%	189
2021 Q4	$9.34M	Buy	84,408 +24,498	+41%	+$2.67M	1.4%	17
2021 Q3	$6.17M	Sell	59,910 -26,525	-31%	-$2.79M	0.99%	25
2021 Q2	$9.11M	Buy	+86,435	New	+$9.23M	1.41%	16
2020 Q4	–	Sell	-9,884	Closed	-$666K	–	312
2020 Q3	$666K	Buy	+9,884	New	+$683K	0.03%	73

Other funds holding IJJ

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Clear Creek Financial Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 10,032 shares worth $1.48M. The stake represents 0.1% of the portfolio and ranks #216 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in IJJ as recently as Q1 2025.

Clear Creek Financial Management first reported a position in IJJ in Q3 2020 and has held it in 12 quarters since. The position peaked at $12.8M in Q4 2022. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Clear Creek Financial Management held 10,032 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.48M as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Clear Creek Financial Management position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #216 holding.
Clear Creek Financial Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and has held it in 12 quarters since.
Clear Creek Financial Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $12.8M in Q4 2022.
586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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