CCFM
Clear Creek Financial Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,785
| Closed | -$3.93M | – | 563 |
|
|
2025
Q1 | $3.93M | Buy |
+32,785
| New | +$3.93M | 0.41% | 50 |
|
|
2023
Q3 | – | Sell |
-2,013
| Closed | -$216K | – | 332 |
|
|
2023
Q2 | $216K | Sell |
2,013
-714
| -26% | -$76.5K | 0.04% | 294 |
|
|
2023
Q1 | $280K | Sell |
2,727
-124,751
| -98% | -$12.8M | 0.05% | 232 |
|
|
2022
Q4 | $12.8M | Buy |
127,478
+120,949
| +1,852% | +$12.2M | 2.82% | 5 |
|
|
2022
Q3 | $588K | Sell |
6,529
-116,075
| -95% | -$10.5M | 0.13% | 129 |
|
|
2022
Q2 | $11.6M | Buy |
122,604
+118,010
| +2,569% | +$11.1M | 2.42% | 8 |
|
|
2022
Q1 | $504K | Sell |
4,594
-79,814
| -95% | -$8.76M | 0.08% | 189 |
|
|
2021
Q4 | $9.34M | Buy |
84,408
+24,498
| +41% | +$2.71M | 1.4% | 17 |
|
|
2021
Q3 | $6.17M | Sell |
59,910
-26,525
| -31% | -$2.73M | 0.99% | 25 |
|
|
2021
Q2 | $9.11M | Buy |
+86,435
| New | +$9.11M | 1.41% | 16 |
|
|
2020
Q4 | – | Sell |
-4,942
| Closed | -$666K | – | 312 |
|
|
2020
Q3 | $666K | Buy |
+4,942
| New | +$666K | 0.03% | 73 |
|