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Creative Financial Designs’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Creative Financial Designs’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$733K Sell
5,361
-459
-8% -$59.2K 0.03% 329
2026
Q1 		$689K Sell
5,820
-96
-2% -$11.6K 0.04% 283
2025
Q4 		$673K Sell
5,916
-170
-3% -$19.1K 0.04% 290
2025
Q3 		$673K Buy
6,086
+25
+0.4% +$2.65K 0.05% 285
2025
Q2 		$603K Buy
6,061
+455
+8% +$43K 0.04% 292
2025
Q1 		$546K Buy
5,606
+33
+0.6% +$3.48K 0.04% 283
2024
Q4 		$605K Buy
5,573
+330
+6% +$36.6K 0.05% 259
2024
Q3 		$564K Sell
5,243
-2
-0% -$208 0.05% 268
2024
Q2 		$510K Buy
5,245
+20
+0.4% +$1.97K 0.05% 273
2024
Q1 		$537K Sell
5,225
-2,111
-29% -$210K 0.05% 256
2023
Q4 		$756K Buy
7,336
+1,446
+25% +$132K 0.08% 189
2023
Q3 		$526K Buy
5,890
+83
+1% +$7.91K 0.06% 210
2023
Q2 		$552K Sell
5,807
-1,169
-17% -$107K 0.07% 200
2023
Q1 		$653K Buy
6,976
+53
+0.8% +$5.18K 0.09% 179
2022
Q4 		$632K Buy
6,923
+64
+0.9% +$5.89K 0.09% 166
2022
Q3 		$566K Sell
6,859
-2,123
-24% -$196K 0.09% 173
2022
Q2 		$800K Buy
8,982
+2,554
+40% +$245K 0.13% 141
2022
Q1 		$658K Buy
6,428
+271
+4% +$27.6K 0.1% 166
2021
Q4 		$643K Buy
6,157
+142
+2% +$14.9K 0.1% 169
2021
Q3 		$606K Buy
6,015
+1,265
+27% +$128K 0.1% 159
2021
Q2 		$501K Buy
4,750
+2,928
+161% +$306K 0.09% 180
2021
Q1 		$184K Buy
1,822
+83
+5% +$7.86K 0.04% 286
2020
Q4 		$141K Sell
1,739
-145
-8% -$10.5K 0.03% 313
2020
Q3 		$115K Buy
1,884
+538
+40% +$33.8K 0.03% 315
2020
Q2 		$81K Buy
+1,346
New +$75.5K 0.02% 323
2018
Q1 		– Sell
-50
Closed -$4K – 725
2017
Q4 		$4K Buy
+50
New +$3.77K ﹤0.01% 524

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Creative Financial Designs reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7.9% in Q2 2026, selling an estimated $59.2K and leaving 5,361 shares worth $733K. The position accounts for 0.03% of the portfolio, ranked #329.

Creative Financial Designs first reported a position in IJS in Q4 2017 and has held it in 26 quarters since. The position peaked at $800K in Q2 2022. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Creative Financial Designs held 5,361 shares of iShares S&P Small-Cap 600 Value ETF worth $733K as of Q2 2026.
  • Creative Financial Designs sold 459 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $59.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #329 holding.
  • Creative Financial Designs first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 26 quarters since.
  • Creative Financial Designs's iShares S&P Small-Cap 600 Value ETF position peaked at $800K in Q2 2022.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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