Creative Planning’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.6M | Sell |
200,444
-18,764
| -9% | -$2.57M | 0.02% | 339 |
|
|
2025
Q4 | $28.8M | Sell |
219,208
-2,488
| -1% | -$324K | 0.02% | 294 |
|
|
2025
Q3 | $28.8M | Sell |
221,696
-3,141
| -1% | -$402K | 0.02% | 285 |
|
|
2025
Q2 | $27.8M | Sell |
224,837
-10,159
| -4% | -$1.2M | 0.02% | 269 |
|
|
2025
Q1 | $28.1M | Sell |
234,996
-7,624
| -3% | -$955K | 0.03% | 250 |
|
|
2024
Q4 | $30.3M | Buy |
242,620
+8,321
| +4% | +$1.06M | 0.03% | 221 |
|
|
2024
Q3 | $29M | Sell |
234,299
-10,620
| -4% | -$1.26M | 0.03% | 213 |
|
|
2024
Q2 | $27.8M | Sell |
244,919
-14,217
| -5% | -$1.62M | 0.03% | 215 |
|
|
2024
Q1 | $30.7M | Sell |
259,136
-11,226
| -4% | -$1.26M | 0.03% | 191 |
|
|
2023
Q4 | $30.8M | Sell |
270,362
-5,863
| -2% | -$603K | 0.06% | 181 |
|
|
2023
Q3 | $27.9M | Sell |
276,225
-8,331
| -3% | -$890K | 0.04% | 195 |
|
|
2023
Q2 | $30.5M | Sell |
284,556
-6,151
| -2% | -$625K | 0.04% | 170 |
|
|
2023
Q1 | $29.9M | Buy |
290,707
+39,000
| +15% | +$4.17M | 0.04% | 165 |
|
|
2022
Q4 | $25.4M | Buy |
251,707
+94,695
| +60% | +$9.46M | 0.04% | 182 |
|
|
2022
Q3 | $14.1M | Sell |
157,012
-49,547
| -24% | -$4.93M | 0.02% | 238 |
|
|
2022
Q2 | $19.5M | Buy |
206,559
+147,054
| +247% | +$15M | 0.03% | 197 |
|
|
2022
Q1 | $6.52M | Sell |
59,505
-1,848
| -3% | -$199K | 0.01% | 394 |
|
|
2021
Q4 | $6.79M | Buy |
61,353
+898
| +1% | +$97.7K | 0.01% | 354 |
|
|
2021
Q3 | $6.23M | Sell |
60,455
-1,756
| -3% | -$185K | 0.01% | 364 |
|
|
2021
Q2 | $6.55M | Buy |
62,211
+42
| +0.1% | +$4.49K | 0.01% | 343 |
|
|
2021
Q1 | $6.34M | Sell |
62,169
-309
| -0.5% | -$29.5K | 0.01% | 357 |
|
|
2020
Q4 | $5.39M | Buy |
62,478
+1,322
| +2% | +$104K | 0.01% | 358 |
|
|
2020
Q3 | $4.12M | Sell |
61,156
-1,294
| -2% | -$89.4K | 0.01% | 347 |
|
|
2020
Q2 | $4.15M | Sell |
62,450
-21,526
| -26% | -$1.35M | 0.01% | 316 |
|
|
2020
Q1 | $4.61M | Sell |
83,976
-1,862
| -2% | -$140K | 0.02% | 270 |
|
|
2019
Q4 | $7.33M | Sell |
85,838
-2,134
| -2% | -$175K | 0.02% | 240 |
|
|
2019
Q3 | $7.03M | Buy |
87,972
+2,652
| +3% | +$209K | 0.02% | 240 |
|
|
2019
Q2 | $6.8M | Buy |
85,320
+59,878
| +235% | +$4.75M | 0.02% | 235 |
|
|
2019
Q1 | $2M | Buy |
25,442
+1,220
| +5% | +$94.5K | 0.01% | 458 |
|
|
2018
Q4 | $1.68M | Sell |
24,222
-4,758
| -16% | -$364K | 0.01% | 466 |
|
|
2018
Q3 | $2.42M | Buy |
28,980
+2,378
| +9% | +$199K | 0.01% | 430 |
|
|
2018
Q2 | $2.15M | Sell |
26,602
-3,404
| -11% | -$272K | 0.01% | 448 |
|
|
2018
Q1 | $2.32M | Buy |
30,006
+7,012
| +30% | +$556K | 0.01% | 433 |
|
|
2017
Q4 | $1.84M | Sell |
22,994
-900
| -4% | -$70.2K | 0.01% | 485 |
|
|
2017
Q3 | $1.82M | Buy |
23,894
+6,502
| +37% | +$482K | 0.01% | 492 |
|
|
2017
Q2 | $1.29M | Buy |
17,392
+414
| +2% | +$30.6K | 0.01% | 580 |
|
|
2017
Q1 | $1.26M | Buy |
16,978
+4,264
| +34% | +$316K | 0.01% | 587 |
|
|
2016
Q4 | $923K | Buy |
12,714
+1,630
| +15% | +$113K | 0.01% | 658 |
|
|
2016
Q3 | $737K | Buy |
11,084
+2,672
| +32% | +$177K | ﹤0.01% | 719 |
|
|
2016
Q2 | $539K | Sell |
8,412
-118
| -1% | -$7.42K | ﹤0.01% | 735 |
|
|
2016
Q1 | $529K | Buy |
8,530
+792
| +10% | +$44.9K | ﹤0.01% | 723 |
|
|
2015
Q4 | $453K | Buy |
7,738
+622
| +9% | +$37.7K | ﹤0.01% | 812 |
|
|
2015
Q3 | $410K | Buy |
+7,116
| New | +$436K | ﹤0.01% | 824 |
|
|
2015
Q2 | – | Sell |
-6,620
| Closed | -$433K | – | 1995 |
|
|
2015
Q1 | $433K | Buy |
6,620
+576
| +10% | +$37K | ﹤0.01% | 803 |
|
|
2014
Q4 | $386K | Buy |
6,044
+504
| +9% | +$31.2K | ﹤0.01% | 800 |
|
|
2014
Q3 | $333K | Buy |
5,540
+12
| +0.2% | +$750 | ﹤0.01% | 815 |
|
|
2014
Q2 | $351K | Sell |
5,528
-64
| -1% | -$3.9K | ﹤0.01% | 781 |
|
|
2014
Q1 | $337K | Buy |
5,592
+164
| +3% | +$9.61K | 0.01% | 775 |
|
|
2013
Q4 | $315K | Buy |
5,428
+10
| +0.2% | +$563 | 0.01% | 662 |
|
|
2013
Q3 | $293K | Buy |
5,418
+1,008
| +23% | +$53.8K | 0.01% | 609 |
|
|
2013
Q2 | $223K | Buy |
+4,410
| New | +$223K | 0.01% | 649 |
|
Other funds holding IJJ
DADC
CFB
Creative Planning's IJJ Position: Q1 2026 in Review
Creative Planning reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.6% in Q1 2026, selling an estimated $2.57M and leaving 200,444 shares worth $26.6M. The position accounts for 0.02% of the portfolio, ranked #339.
Creative Planning first reported a position in IJJ in Q2 2013 and has held it in 51 quarters since. The position peaked at $30.8M in Q4 2023. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- Creative Planning held 200,444 shares of iShares S&P Mid-Cap 400 Value ETF worth $26.6M as of Q1 2026.
- Creative Planning sold 18,764 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $2.57M.
- iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #339 holding.
- Creative Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's iShares S&P Mid-Cap 400 Value ETF position peaked at $30.8M in Q4 2023.
- 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.