Creekmur Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Creekmur Asset Management’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	$374K	Buy	2,519 +507	+25%	+$69.6K	18.08%	2
2026 Q1	$250K	Buy	+2,012	New	+$256K	18.85%	2
2025 Q3	$407K	Sell	3,425 -24	-0.7%	-$2.76K	0.07%	139
2025 Q2	$377K	Sell	3,449 -9,543	-73%	-$986K	0.07%	150
2025 Q1	$1.36M	Sell	12,992 -40,216	-76%	-$4.54M	0.28%	41
2024 Q4	$6.13M	Buy	53,208 +15,258	+40%	+$1.82M	1.4%	17
2024 Q3	$4.44M	Buy	37,950 +2,280	+6%	+$258K	1.04%	17
2024 Q2	$3.8M	Buy	35,670 +2,719	+8%	+$291K	0.98%	19
2024 Q1	$3.64M	Sell	32,951 -16,359	-33%	-$1.74M	1.25%	16
2023 Q4	$5.34M	Buy	+49,310	New	+$4.75M	1.66%	13

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

Creekmur Asset Management's IJR Position: Q2 2026 in Review

Creekmur Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q2 2026, buying an estimated $69.6K and bringing the position to 2,519 shares worth $374K. The position accounts for 18.08% of the portfolio, ranked #2.

Creekmur Asset Management first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.13M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Creekmur Asset Management held 2,519 shares of iShares Core S&P Small-Cap ETF worth $374K as of Q2 2026.
Creekmur Asset Management bought 507 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $69.6K.
iShares Core S&P Small-Cap ETF made up 18.08% of Creekmur Asset Management's portfolio in Q2 2026, its #2 holding.
Creekmur Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Creekmur Asset Management's iShares Core S&P Small-Cap ETF position peaked at $6.13M in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Creekmur Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.