Ownership history in Creekside Partners · 7 quarters on record
This page tracks every 13F SEC filing in which Creekside Partners reported a position in ISHARES TR (SCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 43,544 | +538 | +1.3% | 1.43% | $3.4M | $77.53 |
| 2025 Q3 | ADDED | 43,006 | +118 | +0.3% | 1.45% | $3.3M | $75.25 |
| 2025 Q2 | ADDED | 42,888 | +411 | +1.0% | 1.48% | $3.1M | $71.29 |
| 2025 Q1 | REDUCED | 42,477 | -312 | -0.7% | 1.41% | $2.7M | $61.39 |
| 2024 Q4 | ADDED | 42,789 | +538 | +1.3% | 1.35% | $2.6M | $58.70 |
| 2024 Q3 | ADDED | 42,251 | +215 | +0.5% | 1.48% | $2.9M | $64.15 |
| 2024 Q2 | INITIATED | 42,036 | — | — | 1.43% | $2.6M | — |
As of 2025 Q4 — sorted by position size