Creative Financial Designs’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Creative Financial Designs’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.2K	Sell	272 -41	-13%	-$5.8K	﹤0.01%	1083
2026 Q1	$41.5K	Hold	313	–	–	﹤0.01%	962
2025 Q4	$41.2K	Hold	313	–	–	﹤0.01%	937
2025 Q3	$40.6K	Hold	313	–	–	﹤0.01%	922
2025 Q2	$38.7K	Sell	313 -17	-5%	-$2K	﹤0.01%	945
2025 Q1	$39.5K	Hold	330	–	–	﹤0.01%	900
2024 Q4	$41.2K	Hold	330	–	–	﹤0.01%	853
2024 Q3	$40.8K	Sell	330 -2	-0.6%	-$238	﹤0.01%	842
2024 Q2	$37.7K	Sell	332 -960	-74%	-$109K	﹤0.01%	833
2024 Q1	$153K	Sell	1,292 -4,278	-77%	-$482K	0.01%	484
2023 Q4	$635K	Buy	5,570 +53	+1%	+$5.45K	0.06%	206
2023 Q3	$557K	Buy	5,517 +152	+3%	+$16.2K	0.06%	198
2023 Q2	$575K	Sell	5,365 -179	-3%	-$18.2K	0.07%	195
2023 Q1	$570K	Buy	5,544 +160	+3%	+$17.1K	0.07%	188
2022 Q4	$543K	Buy	5,384 +128	+2%	+$12.8K	0.08%	185
2022 Q3	$473K	Buy	5,256 +110	+2%	+$10.9K	0.08%	184
2022 Q2	$486K	Buy	5,146 +251	+5%	+$25.6K	0.08%	184
2022 Q1	$537K	Buy	4,895 +109	+2%	+$11.8K	0.08%	183
2021 Q4	$530K	Buy	4,786 +256	+6%	+$27.9K	0.08%	184
2021 Q3	$467K	Buy	4,530 +1,708	+61%	+$179K	0.08%	190
2021 Q2	$297K	Buy	2,822 +2,435	+629%	+$260K	0.05%	240
2021 Q1	$39K	Sell	387 -54	-12%	-$5.16K	0.01%	616
2020 Q4	$38K	Sell	441 -1	-0.2%	-$78	0.01%	566
2020 Q3	$30K	Buy	442 +2	+0.5%	+$138	0.01%	562
2020 Q2	$29K	Buy	+440	New	+$27.6K	0.01%	520
2019 Q2	–	Sell	-40	Closed	-$3K	–	572
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	477
2018 Q4	$3K	Hold	40	–	–	﹤0.01%	481
2018 Q3	$3K	Hold	40	–	–	﹤0.01%	602
2018 Q2	$3K	Buy	+40	New	+$3.2K	﹤0.01%	614
2017 Q4	–	Sell	-282	Closed	-$22K	–	737
2017 Q3	$22K	Buy	282 +2	+0.7%	+$148	0.01%	319
2017 Q2	$21K	Buy	+280	New	+$20.7K	0.01%	322

Other funds holding IJJ

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

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

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

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

Creative Financial Designs's IJJ Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 13% in Q2 2026, selling an estimated $5.8K and leaving 272 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Creative Financial Designs first reported a position in IJJ in Q2 2017 and has held it in 31 quarters since. The position peaked at $635K in Q4 2023. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Creative Financial Designs held 272 shares of iShares S&P Mid-Cap 400 Value ETF worth $40.2K as of Q2 2026.
Creative Financial Designs sold 41 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $5.8K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1083 holding.
Creative Financial Designs first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and has held it in 31 quarters since.
Creative Financial Designs's iShares S&P Mid-Cap 400 Value ETF position peaked at $635K in Q4 2023.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.