Creative Capital Management Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Creative Capital Management Investments’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 Q2	$203K	Buy	1,368 +93	+7%	+$12.8K	0.05%	85
2026 Q1	$158K	Sell	1,275 -18	-1%	-$2.29K	0.05%	70
2025 Q4	$155K	Buy	1,293 +18	+1%	+$2.15K	0.05%	68
2025 Q3	$152K	Hold	1,275	–	–	0.05%	70
2025 Q2	$139K	Sell	1,275 -400	-24%	-$41.3K	0.05%	68
2025 Q1	$175K	Buy	1,675 +400	+31%	+$45.1K	0.07%	53
2024 Q4	$147K	Buy	1,275 +2	+0.2%	+$239	0.06%	61
2024 Q3	$149K	Buy	1,273 +423	+50%	+$47.8K	0.06%	56
2024 Q2	$90.7K	Sell	850 -70	-8%	-$7.49K	0.04%	66
2024 Q1	$102K	Buy	920 +70	+8%	+$7.43K	0.05%	62
2023 Q4	$92K	Hold	850	–	–	0.05%	61
2023 Q3	$80.2K	Hold	850	–	–	0.06%	68
2023 Q2	$84.7K	Hold	850	–	–	0.06%	66
2023 Q1	$82.2K	Buy	850 +800	+1,600%	+$80K	0.06%	79
2022 Q4	$5K	Buy	+50	New	+$4.8K	﹤0.01%	143

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Capital Management Investments's IJR Position: Q2 2026 in Review

Creative Capital Management Investments increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.3% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,368 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #85.

Creative Capital Management Investments first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Creative Capital Management Investments held 1,368 shares of iShares Core S&P Small-Cap ETF worth $203K as of Q2 2026.
Creative Capital Management Investments bought 93 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.8K.
iShares Core S&P Small-Cap ETF made up 0.05% of Creative Capital Management Investments's portfolio in Q2 2026, its #85 holding.
Creative Capital Management Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.