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
2017
Q1
Sell
-5,000
Closed -$5K 4771
2016
Q4
$5K Buy
+5,000
New +$159K ﹤0.01% 3950

Other funds holding IJH

Creative Planning's IJH Position: Q2 2026 in Review

Creative Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, buying an estimated $3.63M and bringing the position to 4,887,959 shares worth $377M. The position accounts for 0.22% of the portfolio, ranked #54.

Creative Planning first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $415M in Q4 2019. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Creative Planning held 4,887,959 shares of iShares Core S&P Mid-Cap ETF worth $377M as of Q2 2026.
  • Creative Planning bought 49,410 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.63M.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of Creative Planning's portfolio in Q2 2026, its #54 holding.
  • Creative Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's iShares Core S&P Mid-Cap ETF position peaked at $415M in Q4 2019.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.