Creekside Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Creekside Partners’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	$878K	Buy	5,923 +3	+0.1%	+$412	0.32%	70
2026 Q1	$736K	Buy	5,920 +1	+0%	+$127	0.3%	73
2025 Q4	$711K	Buy	5,919 +5	+0.1%	+$598	0.3%	74
2025 Q3	$703K	Sell	5,914 -196	-3%	-$22.5K	0.31%	74
2025 Q2	$668K	Buy	6,110 +3	+0%	+$310	0.32%	71
2025 Q1	$639K	Buy	6,107 +3	+0%	+$339	0.33%	73
2024 Q4	$703K	Buy	6,104 +21	+0.3%	+$2.51K	0.36%	63
2024 Q3	$712K	Buy	6,083 +9	+0.1%	+$1.02K	0.37%	63
2024 Q2	$648K	Buy	+6,074	New	+$650K	0.36%	64

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 22.9% 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

Creekside Partners's IJR Position: Q2 2026 in Review

Creekside Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, buying an estimated $412 and bringing the position to 5,923 shares worth $878K. The position accounts for 0.32% of the portfolio, ranked #70.

Creekside Partners first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Creekside Partners held 5,923 shares of iShares Core S&P Small-Cap ETF worth $878K as of Q2 2026.
Creekside Partners bought 3 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $412.
iShares Core S&P Small-Cap ETF made up 0.32% of Creekside Partners's portfolio in Q2 2026, its #70 holding.
Creekside Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.