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 Q2	$2.64M	Sell	19,317 -49,953	-72%	-$6.44M	0.17%	134
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Clear Creek Financial Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 72% in Q2 2026, selling an estimated $6.44M and leaving 19,317 shares worth $2.64M. The position accounts for 0.17% of the portfolio, ranked #134.

Clear Creek Financial Management first reported a position in IJS in Q3 2020 and has held it in 19 quarters since. The position peaked at $11.6M in Q2 2022. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Clear Creek Financial Management held 19,317 shares of iShares S&P Small-Cap 600 Value ETF worth $2.64M as of Q2 2026.
Clear Creek Financial Management sold 49,953 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $6.44M.
iShares S&P Small-Cap 600 Value ETF made up 0.17% of Clear Creek Financial Management's portfolio in Q2 2026, its #134 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 19 quarters since.
Clear Creek Financial Management's iShares S&P Small-Cap 600 Value ETF position peaked at $11.6M in Q2 2022.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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