Creative Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298M | Sell |
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|
2025
Q1 | $292M | Buy |
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|
2024
Q4 | $308M | Sell |
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|
2024
Q3 | $312M | Sell |
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|
2024
Q2 | $299M | Sell |
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|
2024
Q1 | $313M | Sell |
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|
2023
Q4 | $292M | Buy |
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|
2023
Q3 | $244M | Buy |
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|
2023
Q2 | $250M | Buy |
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|
2023
Q1 | $231M | Sell |
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|
2022
Q4 | $235M | Buy |
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|
2022
Q3 | $202M | Sell |
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|
2022
Q2 | $214M | Buy |
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|
2022
Q1 | $247M | Buy |
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|
2021
Q4 | $253M | Sell |
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|
2021
Q3 | $238M | Buy |
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|
2021
Q2 | $243M | Sell |
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|
2021
Q1 | $249M | Sell |
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|
2020
Q4 | $224M | Sell |
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|
2020
Q3 | $183M | Sell |
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|
2020
Q2 | $179M | Sell |
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|
2020
Q1 | $160M | Sell |
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|
2019
Q4 | $415M | Sell |
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|
2019
Q3 | $397M | Sell |
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|
2019
Q2 | $405M | Sell |
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|
2019
Q1 | $405M | Sell |
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|
2018
Q4 | $355M | Buy |
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|
2018
Q3 | $321M | Sell |
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|
2018
Q2 | $314M | Sell |
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|
2018
Q1 | $319M | Buy |
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|
2017
Q4 | $251M | Buy |
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|
2017
Q3 | $236M | Buy |
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|
2017
Q2 | $221M | Buy |
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|
2017
Q1 | $217M | Sell |
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|
2016
Q4 | $215M | Sell |
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|
2016
Q3 | $203M | Buy |
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|
2016
Q2 | $193M | Buy |
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|
2016
Q1 | $180M | Buy |
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|
2015
Q4 | $143M | Buy |
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|
2015
Q3 | $136M | Buy |
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|
2015
Q2 | $96.1M | Buy |
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|
2015
Q1 | $90.9M | Buy |
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|
2014
Q4 | $75.4M | Buy |
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|
2014
Q3 | $70.1M | Buy |
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|
2014
Q2 | $62.9M | Buy |
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|
2014
Q1 | $53.7M | Buy |
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|
2013
Q4 | $49.1M | Buy |
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|
2013
Q3 | $43.6M | Buy |
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|
2013
Q2 | $37.2M | Buy |
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