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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,782	Closed	-$205K	–	333
2023 Q2	$205K	Buy	+1,782	New	+$195K	0.04%	300
2022 Q4	–	Sell	-2,360	Closed	-$240K	–	305
2022 Q3	$240K	Sell	2,360 -175	-7%	-$19.6K	0.05%	228
2022 Q2	$267K	Sell	2,535 -237	-9%	-$26.9K	0.06%	231
2022 Q1	$347K	Sell	2,772 -2,034	-42%	-$256K	0.05%	230
2021 Q4	$667K	Sell	4,806 -45,970	-91%	-$6.26M	0.1%	159
2021 Q3	$6.6M	Sell	50,776 -16,675	-25%	-$2.2M	1.06%	20
2021 Q2	$8.95M	Buy	+67,451	New	+$8.78M	1.38%	17

Other funds holding IJT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Clear Creek Financial Management's IJT Position: Q3 2023 in Review

Clear Creek Financial Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 1,782 shares — an estimated $205K sold.

Clear Creek Financial Management first reported a position in IJT in Q2 2021 and held it in 7 quarters. The position peaked at $8.95M in Q2 2021. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

Clear Creek Financial Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
Clear Creek Financial Management sold 1,782 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $205K.
Clear Creek Financial Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2021 and held it in 7 quarters.
Clear Creek Financial Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.95M in Q2 2021.
615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Clear Creek Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.