Creative Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Creative Planning’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.3M	Buy	207,056 +2,268	+1%	+$252K	0.01%	425
2026 Q1	$20.6M	Buy	204,788 +16,821	+9%	+$1.73M	0.01%	431
2025 Q4	$18.2M	Buy	187,967 +1,341	+0.7%	+$129K	0.01%	413
2025 Q3	$17.9M	Sell	186,626 -2,376	-1%	-$224K	0.01%	389
2025 Q2	$17.2M	Sell	189,002 -7,432	-4%	-$636K	0.01%	370
2025 Q1	$16.4M	Buy	196,434 +5,358	+3%	+$483K	0.02%	364
2024 Q4	$17.4M	Buy	191,076 +21,561	+13%	+$2.03M	0.02%	320
2024 Q3	$15.6M	Buy	169,515 +1,268	+0.8%	+$113K	0.02%	328
2024 Q2	$14.8M	Buy	168,247 +3,020	+2%	+$267K	0.02%	318
2024 Q1	$15.1M	Sell	165,227 -14,239	-8%	-$1.19M	0.02%	312
2023 Q4	$14.2M	Sell	179,466 -532	-0.3%	-$39K	0.03%	307
2023 Q3	$13M	Buy	179,998 +8,830	+5%	+$666K	0.02%	304
2023 Q2	$12.8M	Sell	171,168 -12,867	-7%	-$919K	0.02%	297
2023 Q1	$13.2M	Buy	184,035 +9,432	+5%	+$674K	0.02%	283
2022 Q4	$11.9M	Sell	174,603 -4,792	-3%	-$329K	0.02%	304
2022 Q3	$11.3M	Sell	179,395 -2,574	-1%	-$178K	0.02%	283
2022 Q2	$11.6M	Buy	181,969 +2,303	+1%	+$162K	0.02%	294
2022 Q1	$13.9M	Sell	179,666 -3,703	-2%	-$286K	0.02%	269
2021 Q4	$15.6M	Sell	183,369 -2,035	-1%	-$171K	0.03%	217
2021 Q3	$14.7M	Sell	185,404 -3,141	-2%	-$255K	0.03%	211
2021 Q2	$15.3M	Sell	188,545 -8,647	-4%	-$694K	0.03%	205
2021 Q1	$15.5M	Sell	197,192 -3,422	-2%	-$264K	0.03%	211
2020 Q4	$14.5M	Buy	200,614 +8,122	+4%	+$542K	0.03%	204
2020 Q3	$11.5M	Buy	192,492 +121,512	+171%	+$7.23M	0.03%	189
2020 Q2	$3.98M	Sell	70,980 -9,560	-12%	-$496K	0.01%	323
2020 Q1	$3.59M	Buy	80,540 +2,052	+3%	+$113K	0.01%	299
2019 Q4	$4.67M	Sell	78,488 -4,292	-5%	-$246K	0.01%	308
2019 Q3	$4.63M	Buy	82,780 +4,696	+6%	+$264K	0.02%	297
2019 Q2	$4.42M	Buy	78,084 +15,696	+25%	+$870K	0.01%	314
2019 Q1	$3.42M	Buy	62,388 +340	+0.5%	+$17.9K	0.01%	341
2018 Q4	$2.97M	Sell	62,048 -3,336	-5%	-$175K	0.01%	348
2018 Q3	$3.81M	Sell	65,384 -1,476	-2%	-$85.7K	0.01%	328
2018 Q2	$3.76M	Sell	66,860 -4,868	-7%	-$272K	0.01%	323
2018 Q1	$3.92M	Buy	71,728 +10,244	+17%	+$566K	0.02%	302
2017 Q4	$3.32M	Sell	61,484 -932	-1%	-$49.1K	0.01%	335
2017 Q3	$3.16M	Buy	62,416 +4,384	+8%	+$216K	0.01%	332
2017 Q2	$2.85M	Buy	58,032 +3,972	+7%	+$193K	0.01%	337
2017 Q1	$2.58M	Buy	54,060 +7,620	+16%	+$359K	0.01%	352
2016 Q4	$2.12M	Buy	46,440 +744	+2%	+$32.8K	0.01%	389
2016 Q3	$2M	Buy	45,696 +2,020	+5%	+$88.7K	0.01%	380
2016 Q2	$1.85M	Buy	43,676 +2,136	+5%	+$88.5K	0.01%	352
2016 Q1	$1.69M	Buy	41,540 +904	+2%	+$34.5K	0.01%	352
2015 Q4	$1.64M	Sell	40,636 -808	-2%	-$33.1K	0.01%	356
2015 Q3	$1.63M	Buy	+41,444	New	+$1.73M	0.01%	342
2015 Q2	–	Sell	-30,368	Closed	-$1.3M	–	1996
2015 Q1	$1.3M	Sell	30,368 -232	-0.8%	-$9.6K	0.01%	385
2014 Q4	$1.22M	Buy	30,600 +3,044	+11%	+$118K	0.01%	390
2014 Q3	$1.04M	Buy	27,556 +1,096	+4%	+$42.5K	0.01%	393
2014 Q2	$1.04M	Sell	26,460 -720	-3%	-$27.2K	0.01%	377
2014 Q1	$1.04M	Buy	27,180 +6,816	+33%	+$257K	0.02%	360
2013 Q4	$765K	Sell	20,364 -416	-2%	-$15K	0.01%	381
2013 Q3	$723K	Buy	20,780 +3,684	+22%	+$125K	0.01%	339
2013 Q2	$551K	Buy	+17,096	New	+$555K	0.01%	385

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Creative Planning's IJK Position: Q2 2026 in Review

Creative Planning increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.1% in Q2 2026, buying an estimated $252K and bringing the position to 207,056 shares worth $24.3M. The position accounts for 0.01% of the portfolio, ranked #425.

Creative Planning first reported a position in IJK in Q2 2013 and has held it in 52 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Creative Planning held 207,056 shares of iShares S&P Mid-Cap 400 Growth ETF worth $24.3M as of Q2 2026.
Creative Planning bought 2,268 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $252K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #425 holding.
Creative Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 52 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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