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Jackson Creek Investment Advisors LLC Historic Quarter Change: USA ETF, Added

Jackson Creek Investment Advisors LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Jackson Creek Investment Advisors LLC opened 13 positions, added to 124, reduced 102 and sold out of 53.

  • Q2 2025: Stock SCHA; Country of operation —; Class COM; Shares before 95,437.
  • Q2 2025: Stock VBR; Country of operation —; Class COM; Shares before 4,107.
  • Q2 2025: Stock SPMD; Country of operation —; Class COM; Shares before 15,531.
  • Q2 2025: Stock FNDA; Country of operation —; Class COM; Shares before 28,054.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1831003), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025SCHA
Schwab US Small Cap ETF
COM95,43797,781+2,344$2,236$2,474+$2382025-08-13
Q2 2025VBR
Vanguard Index Funds Small Cap
COM4,1074,251+144$765$829+$642025-08-13
Q2 2025SPMD
SPDR Portfolio S&P400
COM15,53115,635+104$795$850+$552025-08-13
Q2 2025FNDA
Schwab Fundamental US S
COM28,05428,647+593$768$821+$532025-08-13
Q2 2025EPS
WisdomTree US Large Cap Fund
COM8,9308,954+24$529$573+$442025-08-13
Q2 2025IMCV
iShares Mrgstr Mid Cap Value
COM9,3479,460+113$693$719+$262025-08-13
Q2 2025SPYV
SPDR Prtflo S&P 500 VL
COM10,43010,546+116$533$552+$192025-08-13

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