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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Sell	9,049 -9,476	-51%	-$1.05M	0.07%	267
2026 Q1	$1.86M	Buy	+18,525	New	+$1.9M	0.14%	155
2024 Q4	–	Sell	-157,235	Closed	-$14.5M	–	492
2024 Q3	$14.5M	Buy	157,235 +3,379	+2%	+$302K	1.64%	9
2024 Q2	$13.6M	Buy	153,856 +32,494	+27%	+$2.87M	1.64%	8
2024 Q1	$11.1M	Sell	121,362 -45,312	-27%	-$3.78M	1.42%	9
2023 Q4	$13.2M	Buy	166,674 +123,189	+283%	+$9.04M	2.1%	7
2023 Q3	$3.14M	Buy	43,485 +11,075	+34%	+$835K	0.55%	39
2023 Q2	$2.43M	Buy	+32,410	New	+$2.31M	0.42%	57
2020 Q4	–	Sell	-8,832	Closed	-$528K	–	313
2020 Q3	$528K	Buy	+8,832	New	+$525K	0.02%	78

Other funds holding IJK

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

DADC

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

Clear Creek Financial Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 51% in Q2 2026, selling an estimated $1.05M and leaving 9,049 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #267.

Clear Creek Financial Management first reported a position in IJK in Q3 2020 and has held it in 9 quarters since. The position peaked at $14.5M in Q3 2024. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Clear Creek Financial Management held 9,049 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.06M as of Q2 2026.
Clear Creek Financial Management sold 9,476 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.05M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Clear Creek Financial Management's portfolio in Q2 2026, its #267 holding.
Clear Creek Financial Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 9 quarters since.
Clear Creek Financial Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14.5M in Q3 2024.
666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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