Clear Creek Financial Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,196	Closed	-$1.68M	–	570
2025 Q1	$1.68M	Sell	6,196 -2,705	-30%	-$777K	0.17%	118
2024 Q4	$2.57M	Buy	+8,901	New	+$2.55M	0.28%	78
2024 Q1	–	Sell	-2,565	Closed	-$573K	–	429
2023 Q4	$573K	Buy	+2,565	New	+$539K	0.09%	177

Other funds holding OEF

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Clear Creek Financial Management's OEF Position: Q2 2025 in Review

Clear Creek Financial Management sold out of iShares S&P 100 ETF (OEF) in Q2 2025, closing a stake of 6,196 shares — an estimated $1.68M sold.

Clear Creek Financial Management first reported a position in OEF in Q4 2023 and held it in 3 quarters. The position peaked at $2.57M in Q4 2024. 939 funds tracked by Wall St. Rank hold OEF as of Q2 2025.

Clear Creek Financial Management reported no remaining iShares S&P 100 ETF position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 6,196 iShares S&P 100 ETF shares in Q2 2025, an estimated $1.68M.
Clear Creek Financial Management first reported a position in iShares S&P 100 ETF in Q4 2023 and held it in 3 quarters.
Clear Creek Financial Management's iShares S&P 100 ETF position peaked at $2.57M in Q4 2024.
939 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.