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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327M | Buy |
4,838,549
+77,986
| +2% | +$5.41M | 0.22% | 51 |
|
|
2025
Q4 | $314M | Sell |
4,760,563
-27,436
| -0.6% | -$1.8M | 0.22% | 49 |
|
|
2025
Q3 | $312M | Sell |
4,787,999
-12,761
| -0.3% | -$820K | 0.24% | 48 |
|
|
2025
Q2 | $298M | Sell |
4,800,760
-202,233
| -4% | -$11.9M | 0.25% | 47 |
|
|
2025
Q1 | $292M | Buy |
5,002,993
+58,485
| +1% | +$3.63M | 0.27% | 45 |
|
|
2024
Q4 | $308M | Sell |
4,944,508
-59,753
| -1% | -$3.83M | 0.3% | 45 |
|
|
2024
Q3 | $312M | Sell |
5,004,261
-97,761
| -2% | -$5.9M | 0.31% | 43 |
|
|
2024
Q2 | $299M | Sell |
5,102,022
-48,783
| -0.9% | -$2.87M | 0.32% | 44 |
|
|
2024
Q1 | $313M | Sell |
5,150,805
-112,115
| -2% | -$6.35M | 0.35% | 43 |
|
|
2023
Q4 | $292M | Buy |
5,262,920
+362,640
| +7% | +$18.4M | 0.54% | 35 |
|
|
2023
Q3 | $244M | Buy |
4,900,280
+113,910
| +2% | +$5.97M | 0.33% | 41 |
|
|
2023
Q2 | $250M | Buy |
4,786,370
+166,665
| +4% | +$8.28M | 0.33% | 40 |
|
|
2023
Q1 | $231M | Sell |
4,619,705
-228,180
| -5% | -$11.6M | 0.33% | 42 |
|
|
2022
Q4 | $235M | Buy |
4,847,885
+234,030
| +5% | +$11.3M | 0.35% | 42 |
|
|
2022
Q3 | $202M | Sell |
4,613,855
-126,095
| -3% | -$6.1M | 0.35% | 41 |
|
|
2022
Q2 | $214M | Buy |
4,739,950
+146,815
| +3% | +$7.25M | 0.35% | 40 |
|
|
2022
Q1 | $247M | Buy |
4,593,135
+116,900
| +3% | +$6.22M | 0.38% | 39 |
|
|
2021
Q4 | $253M | Sell |
4,476,235
-55,740
| -1% | -$3.1M | 0.41% | 39 |
|
|
2021
Q3 | $238M | Buy |
4,531,975
+15,395
| +0.3% | +$828K | 0.42% | 38 |
|
|
2021
Q2 | $243M | Sell |
4,516,580
-260,080
| -5% | -$14M | 0.43% | 38 |
|
|
2021
Q1 | $249M | Sell |
4,776,660
-102,415
| -2% | -$5.11M | 0.5% | 34 |
|
|
2020
Q4 | $224M | Sell |
4,879,075
-68,550
| -1% | -$2.89M | 0.49% | 34 |
|
|
2020
Q3 | $183M | Sell |
4,947,625
-90,410
| -2% | -$3.38M | 0.48% | 34 |
|
|
2020
Q2 | $179M | Sell |
5,038,035
-528,990
| -10% | -$17.6M | 0.52% | 34 |
|
|
2020
Q1 | $160M | Sell |
5,567,025
-4,503,250
| -45% | -$167M | 0.57% | 33 |
|
|
2019
Q4 | $415M | Sell |
10,070,275
-199,050
| -2% | -$7.89M | 1.24% | 19 |
|
|
2019
Q3 | $397M | Sell |
10,269,325
-156,800
| -2% | -$6.03M | 1.29% | 20 |
|
|
2019
Q2 | $405M | Sell |
10,426,125
-255,815
| -2% | -$9.8M | 1.36% | 18 |
|
|
2019
Q1 | $405M | Sell |
10,681,940
-8,735
| -0.1% | -$323K | 1.46% | 18 |
|
|
2018
Q4 | $355M | Buy |
10,690,675
+2,729,105
| +34% | +$99.6M | 1.46% | 17 |
|
|
2018
Q3 | $321M | Sell |
7,961,570
-86,525
| -1% | -$3.48M | 1.19% | 16 |
|
|
2018
Q2 | $314M | Sell |
8,048,095
-451,850
| -5% | -$17.5M | 1.23% | 17 |
|
|
2018
Q1 | $319M | Buy |
8,499,945
+1,878,170
| +28% | +$71.8M | 1.3% | 17 |
|
|
2017
Q4 | $251M | Buy |
6,621,775
+24,540
| +0.4% | +$907K | 1.08% | 18 |
|
|
2017
Q3 | $236M | Buy |
6,597,235
+251,480
| +4% | +$8.76M | 1.1% | 18 |
|
|
2017
Q2 | $221M | Buy |
6,345,755
+6,965
| +0.1% | +$240K | 1.12% | 18 |
|
|
2017
Q1 | $217M | Sell |
6,338,790
-150,260
| -2% | -$5.11M | 1.19% | 18 |
|
|
2016
Q4 | $215M | Sell |
6,489,050
-74,915
| -1% | -$2.38M | 1.31% | 18 |
|
|
2016
Q3 | $203M | Buy |
6,563,965
+115,335
| +2% | +$3.56M | 1.29% | 18 |
|
|
2016
Q2 | $193M | Buy |
6,448,630
+209,005
| +3% | +$6.13M | 1.4% | 18 |
|
|
2016
Q1 | $180M | Buy |
6,239,625
+1,100,790
| +21% | +$29.4M | 1.4% | 19 |
|
|
2015
Q4 | $143M | Buy |
5,138,835
+172,605
| +3% | +$4.93M | 1.18% | 20 |
|
|
2015
Q3 | $136M | Buy |
4,966,230
+1,762,040
| +55% | +$51.2M | 1.2% | 20 |
|
|
2015
Q2 | $96.1M | Buy |
3,204,190
+212,590
| +7% | +$6.48M | 0.87% | 24 |
|
|
2015
Q1 | $90.9M | Buy |
2,991,600
+389,165
| +15% | +$11.5M | 0.85% | 27 |
|
|
2014
Q4 | $75.4M | Buy |
2,602,435
+39,880
| +2% | +$1.12M | 0.78% | 27 |
|
|
2014
Q3 | $70.1M | Buy |
2,562,555
+363,665
| +17% | +$10.2M | 0.81% | 27 |
|
|
2014
Q2 | $62.9M | Buy |
2,198,890
+246,300
| +13% | +$6.77M | 0.82% | 24 |
|
|
2014
Q1 | $53.7M | Buy |
1,952,590
+118,090
| +6% | +$3.18M | 0.81% | 22 |
|
|
2013
Q4 | $49.1M | Buy |
1,834,500
+79,890
| +5% | +$2.06M | 0.84% | 20 |
|
|
2013
Q3 | $43.6M | Buy |
1,754,610
+144,160
| +9% | +$3.52M | 0.86% | 19 |
|
|
2013
Q2 | $37.2M | Buy |
+1,610,450
| New | +$37.4M | 0.86% | 20 |
|
Other funds holding IJH
Creative Planning's IJH Position: Q1 2026 in Review
Creative Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q1 2026, buying an estimated $5.41M and bringing the position to 4,838,549 shares worth $327M. The position accounts for 0.22% of the portfolio, ranked #51.
Creative Planning first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $415M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Creative Planning held 4,838,549 shares of iShares Core S&P Mid-Cap ETF worth $327M as of Q1 2026.
- Creative Planning bought 77,986 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.41M.
- iShares Core S&P Mid-Cap ETF made up 0.22% of Creative Planning's portfolio in Q1 2026, its #51 holding.
- Creative Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's iShares Core S&P Mid-Cap ETF position peaked at $415M in Q4 2019.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.