Creative Financial Designs’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Creative Financial Designs’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	$822K	Buy	5,540 +36	+0.7%	+$4.94K	0.04%	308
2026 Q1	$684K	Sell	5,504 -658	-11%	-$83.6K	0.04%	284
2025 Q4	$741K	Sell	6,162 -1,238	-17%	-$148K	0.05%	276
2025 Q3	$879K	Sell	7,400 -407	-5%	-$46.8K	0.06%	247
2025 Q2	$853K	Sell	7,807 -1,205	-13%	-$125K	0.06%	233
2025 Q1	$942K	Sell	9,012 -1,848	-17%	-$209K	0.08%	204
2024 Q4	$1.25M	Buy	10,860 +808	+8%	+$96.5K	0.1%	167
2024 Q3	$1.18M	Sell	10,052 -4,318	-30%	-$488K	0.1%	174
2024 Q2	$1.53M	Sell	14,370 -5,426	-27%	-$581K	0.14%	134
2024 Q1	$2.19M	Sell	19,796 -23,533	-54%	-$2.5M	0.21%	102
2023 Q4	$4.69M	Sell	43,329 -24,168	-36%	-$2.33M	0.48%	48
2023 Q3	$6.37M	Buy	67,497 +2,413	+4%	+$241K	0.74%	31
2023 Q2	$6.49M	Buy	65,084 +27,569	+73%	+$2.63M	0.76%	33
2023 Q1	$3.63M	Buy	37,515 +2,540	+7%	+$254K	0.48%	50
2022 Q4	$3.31M	Buy	34,975 +5,925	+20%	+$568K	0.49%	46
2022 Q3	$2.53M	Buy	29,050 +7,585	+35%	+$737K	0.41%	54
2022 Q2	$1.98M	Buy	21,465 +2,671	+14%	+$266K	0.33%	70
2022 Q1	$2.03M	Buy	18,794 +3,420	+22%	+$369K	0.31%	74
2021 Q4	$1.76M	Buy	15,374 +2,869	+23%	+$327K	0.27%	85
2021 Q3	$1.36M	Buy	12,505 +2,011	+19%	+$221K	0.23%	91
2021 Q2	$1.19M	Buy	10,494 +5,334	+103%	+$595K	0.21%	98
2021 Q1	$560K	Sell	5,160 -64	-1%	-$6.7K	0.11%	152
2020 Q4	$480K	Sell	5,224 -8,389	-62%	-$689K	0.1%	150
2020 Q3	$956K	Sell	13,613 -32,696	-71%	-$2.34M	0.24%	81
2020 Q2	$3.16M	Buy	46,309 +4,912	+12%	+$310K	0.96%	20
2020 Q1	$2.32M	Sell	41,397 -45,737	-52%	-$3.41M	1.19%	15
2019 Q4	$7.31M	Sell	87,134 -5,794	-6%	-$466K	3.27%	4
2019 Q3	$7.02M	Buy	92,928 +885	+1%	+$68.5K	3.78%	2
2019 Q2	$7.17M	Sell	92,043 -1,830	-2%	-$142K	3.89%	3
2019 Q1	$7.24M	Sell	93,873 -37,198	-28%	-$2.86M	4.34%	2
2018 Q4	$9.09M	Buy	131,071 +1,766	+1%	+$136K	6.59%	2
2018 Q3	$11.3M	Buy	129,305 +5,261	+4%	+$461K	6.49%	1
2018 Q2	$10.4M	Buy	124,044 +7,243	+6%	+$590K	6.08%	1
2018 Q1	$8.99M	Buy	116,801 +10,865	+10%	+$846K	5.76%	1
2017 Q4	$8.14M	Sell	105,936 -31,237	-23%	-$2.35M	5.52%	1
2017 Q3	$10.2M	Buy	137,173 +26,714	+24%	+$1.87M	5.84%	1
2017 Q2	$7.74M	Buy	110,459 +26,726	+32%	+$1.85M	4.96%	1
2017 Q1	$5.79M	Buy	83,733 +47,039	+128%	+$3.24M	4.16%	1
2016 Q4	$2.52M	Buy	+36,694	New	+$2.37M	2.06%	9

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Creative Financial Designs increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.65% in Q2 2026, buying an estimated $4.94K and bringing the position to 5,540 shares worth $822K. The position accounts for 0.04% of the portfolio, ranked #308.

Creative Financial Designs first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.3M in Q3 2018. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Creative Financial Designs held 5,540 shares of iShares Core S&P Small-Cap ETF worth $822K as of Q2 2026.
Creative Financial Designs bought 36 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.94K.
iShares Core S&P Small-Cap ETF made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #308 holding.
Creative Financial Designs first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's iShares Core S&P Small-Cap ETF position peaked at $11.3M in Q3 2018.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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