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: Q3 2026 in Review

Creative Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.53% in Q3 2026, buying an estimated $1.96M and bringing the position to 4,913,913 shares worth $354M. The position accounts for 0.2% of the portfolio, ranked #54.

Creative Planning first reported a position in IJH in Q2 2013 and has held it in 54 quarters since. The position peaked at $415M in Q4 2019. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Creative Planning held 4,913,913 shares of iShares Core S&P Mid-Cap ETF worth $354M as of Q3 2026.
  • Creative Planning bought 25,954 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.96M.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Creative Planning's portfolio in Q3 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 54 quarters since.
  • Creative Planning's iShares Core S&P Mid-Cap ETF position peaked at $415M in Q4 2019.
  • 2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.