Creative Capital Management Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Creative Capital Management Investments’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$315K	Hold	4,663	–	–	0.09%	41
2025 Q4	$308K	Sell	4,663 -91	-2%	-$5.96K	0.09%	39
2025 Q3	$310K	Hold	4,754	–	–	0.1%	39
2025 Q2	$295K	Sell	4,754 -700	-13%	-$41.1K	0.11%	37
2025 Q1	$318K	Buy	5,454 +700	+15%	+$43.5K	0.12%	38
2024 Q4	$296K	Buy	4,754 +99	+2%	+$6.35K	0.12%	39
2024 Q3	$290K	Hold	4,655	–	–	0.12%	37
2024 Q2	$272K	Sell	4,655 -255	-5%	-$15K	0.13%	35
2024 Q1	$298K	Buy	4,910 +255	+5%	+$14.4K	0.15%	29
2023 Q4	$258K	Hold	4,655	–	–	0.15%	32
2023 Q3	$232K	Hold	4,655	–	–	0.16%	31
2023 Q2	$243K	Hold	4,655	–	–	0.18%	33
2023 Q1	$233K	Buy	4,655 +4,470	+2,416%	+$228K	0.17%	42
2022 Q4	$9K	Buy	+185	New	+$8.94K	0.01%	128

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Capital Management Investments's IJH Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,663 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #41.

Creative Capital Management Investments first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $318K in Q1 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Creative Capital Management Investments held 4,663 shares of iShares Core S&P Mid-Cap ETF worth $315K as of Q1 2026.
Creative Capital Management Investments left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.09% of Creative Capital Management Investments's portfolio in Q1 2026, its #41 holding.
Creative Capital Management Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Creative Capital Management Investments's iShares Core S&P Mid-Cap ETF position peaked at $318K in Q1 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.