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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.33M	Buy	34,865 +2,193	+7%	+$279K	0.33%	68
2025 Q4	$3.93M	Buy	32,672 +959	+3%	+$115K	0.32%	65
2025 Q3	$3.77M	Buy	31,713 +9,952	+46%	+$1.14M	0.33%	65
2025 Q2	$2.38M	Buy	21,761 +5,098	+31%	+$527K	0.23%	103
2025 Q1	$1.74M	Buy	16,663 +2,629	+19%	+$297K	0.18%	114
2024 Q4	$1.62M	Sell	14,034 -7,668	-35%	-$916K	0.17%	120
2024 Q3	$2.54M	Sell	21,702 -1,108	-5%	-$125K	0.29%	81
2024 Q2	$2.43M	Buy	22,810 +78	+0.3%	+$8.35K	0.29%	75
2024 Q1	$2.51M	Buy	22,732 +532	+2%	+$56.5K	0.32%	68
2023 Q4	$2.4M	Sell	22,200 -1,793	-7%	-$173K	0.38%	57
2023 Q3	$2.27M	Sell	23,993 -4,005	-14%	-$400K	0.4%	57
2023 Q2	$2.79M	Buy	27,998 +120	+0.4%	+$11.4K	0.48%	52
2023 Q1	$2.7M	Buy	27,878 +10,664	+62%	+$1.07M	0.51%	45
2022 Q4	$1.63M	Sell	17,214 -7,458	-30%	-$715K	0.36%	69
2022 Q3	$2.15M	Sell	24,672 -1,221	-5%	-$119K	0.47%	47
2022 Q2	$2.39M	Sell	25,893 -1,602	-6%	-$159K	0.5%	45
2022 Q1	$2.97M	Sell	27,495 -3,150	-10%	-$340K	0.47%	57
2021 Q4	$3.51M	Buy	30,645 +1,064	+4%	+$121K	0.53%	42
2021 Q3	$3.23M	Sell	29,581 -2,237	-7%	-$246K	0.52%	55
2021 Q2	$3.6M	Buy	31,818 +18,244	+134%	+$2.03M	0.56%	48
2021 Q1	$1.49M	Sell	13,574 -23,673	-64%	-$2.48M	2.98%	15
2020 Q4	$3.42M	Sell	37,247 -264,281	-88%	-$21.7M	0.66%	42
2020 Q3	$21.2M	Buy	301,528 +264,648	+718%	+$19M	0.96%	26
2020 Q2	$2.52M	Buy	36,880 +19,446	+112%	+$1.23M	0.65%	35
2020 Q1	$1.01M	Buy	17,434 +2,674	+18%	+$199K	0.38%	38
2019 Q4	$1.24M	Buy	14,760 +429	+3%	+$34.5K	0.49%	33
2019 Q3	$1.16M	Sell	14,331 -1,143	-7%	-$88.5K	0.56%	29
2019 Q2	$1.21M	Buy	+15,474	New	+$1.2M	0.52%	33

Other funds holding IJR

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Clear Creek Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.7% in Q1 2026, buying an estimated $279K and bringing the position to 34,865 shares worth $4.33M. The position accounts for 0.33% of the portfolio, ranked #68.

Clear Creek Financial Management first reported a position in IJR in Q2 2019 and has held it in 28 quarters since. The position peaked at $21.2M in Q3 2020. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Clear Creek Financial Management held 34,865 shares of iShares Core S&P Small-Cap ETF worth $4.33M as of Q1 2026.
Clear Creek Financial Management bought 2,193 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $279K.
iShares Core S&P Small-Cap ETF made up 0.33% of Clear Creek Financial Management's portfolio in Q1 2026, its #68 holding.
Clear Creek Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 28 quarters since.
Clear Creek Financial Management's iShares Core S&P Small-Cap ETF position peaked at $21.2M in Q3 2020.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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