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: 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.