Creekmur Asset Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Creekmur Asset Management’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
2025 Q3	$38.8K	Sell	351 -93	-21%	-$9.88K	0.01%	368
2025 Q2	$44.2K	Hold	444	–	–	0.01%	355
2025 Q1	$43.3K	Sell	444 -21	-5%	-$2.22K	0.01%	332
2024 Q4	$50.5K	Hold	465	–	–	0.01%	233
2024 Q3	$50.1K	Sell	465 -235	-34%	-$24.4K	0.01%	239
2024 Q2	$68.1K	Buy	700 +188	+37%	+$18.5K	0.02%	219
2024 Q1	$52.6K	Sell	512 -238	-32%	-$23.6K	0.02%	248
2023 Q4	$77.3K	Buy	+750	New	+$68.3K	0.02%	242

Other funds holding IJS

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creekmur Asset Management's IJS Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 21% in Q3 2025, selling an estimated $9.88K and leaving 351 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #368.

Creekmur Asset Management first reported a position in IJS in Q4 2023 and has held it in 8 quarters since. The position peaked at $77.3K in Q4 2023. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

Creekmur Asset Management held 351 shares of iShares S&P Small-Cap 600 Value ETF worth $38.8K as of Q3 2025.
Creekmur Asset Management sold 93 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $9.88K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #368 holding.
Creekmur Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $77.3K in Q4 2023.
795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.