Clear Creek Financial Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.21M	Buy	+69,270	New	+$8.37M	0.63%	33
2025 Q2	–	Sell	-41,996	Closed	-$4.09M	–	564
2025 Q1	$4.09M	Sell	41,996 -61,879	-60%	-$6.53M	0.42%	47
2024 Q4	$11.3M	Buy	103,875 +96,425	+1,294%	+$10.7M	1.22%	16
2024 Q3	$802K	Buy	7,450 +1,964	+36%	+$204K	0.09%	200
2024 Q2	$534K	Buy	5,486 +522	+11%	+$51.3K	0.06%	243
2024 Q1	$510K	Buy	4,964 +568	+13%	+$56.4K	0.07%	242
2023 Q4	$453K	Buy	4,396 +2,027	+86%	+$185K	0.07%	206
2023 Q3	$211K	Sell	2,369 -535	-18%	-$51K	0.04%	287
2023 Q2	$276K	Sell	2,904 -44	-1%	-$4.02K	0.05%	260
2023 Q1	$276K	Sell	2,948 -359	-11%	-$35.1K	0.05%	235
2022 Q4	$302K	Sell	3,307 -3,520	-52%	-$324K	0.07%	211
2022 Q3	$563K	Sell	6,827 -123,553	-95%	-$11.4M	0.12%	134
2022 Q2	$11.6M	Buy	130,380 +125,648	+2,655%	+$12M	2.43%	7
2022 Q1	$485K	Buy	4,732 +1,286	+37%	+$131K	0.08%	194
2021 Q4	$360K	Buy	3,446 +12	+0.3%	+$1.26K	0.05%	227
2021 Q3	$346K	Sell	3,434 -2,295	-40%	-$232K	0.06%	224
2021 Q2	$604K	Buy	+5,729	New	+$599K	0.09%	167
2020 Q4	–	Sell	-46,396	Closed	-$2.84M	–	314
2020 Q3	$2.84M	Buy	+46,396	New	+$2.92M	0.13%	58

Other funds holding IJS

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Clear Creek Financial Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026: 69,270 shares worth $8.21M. The stake represents 0.63% of the portfolio and ranks #33 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in IJS as recently as Q1 2025.

Clear Creek Financial Management first reported a position in IJS in Q3 2020 and has held it in 18 quarters since. The position peaked at $11.6M in Q2 2022. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Clear Creek Financial Management held 69,270 shares of iShares S&P Small-Cap 600 Value ETF worth $8.21M as of Q1 2026.
iShares S&P Small-Cap 600 Value ETF was a new Clear Creek Financial Management position in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.63% of Clear Creek Financial Management's portfolio in Q1 2026, its #33 holding.
Clear Creek Financial Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 18 quarters since.
Clear Creek Financial Management's iShares S&P Small-Cap 600 Value ETF position peaked at $11.6M in Q2 2022.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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