Creative Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.6M | Sell |
165,672
-2,461
| -1% | -$317K | 0.01% | 467 |
|
|
2026
Q1 | $19.9M | Buy |
168,133
+15,740
| +10% | +$1.9M | 0.01% | 448 |
|
|
2025
Q4 | $17.3M | Buy |
152,393
+2,171
| +1% | +$243K | 0.01% | 426 |
|
|
2025
Q3 | $16.6M | Sell |
150,222
-1,347
| -0.9% | -$143K | 0.01% | 414 |
|
|
2025
Q2 | $15.1M | Sell |
151,569
-9,339
| -6% | -$882K | 0.01% | 403 |
|
|
2025
Q1 | $15.7M | Sell |
160,908
-1,357
| -0.8% | -$143K | 0.01% | 372 |
|
|
2024
Q4 | $17.6M | Buy |
162,265
+24,379
| +18% | +$2.7M | 0.02% | 319 |
|
|
2024
Q3 | $14.8M | Buy |
137,886
+1,920
| +1% | +$199K | 0.01% | 340 |
|
|
2024
Q2 | $13.2M | Sell |
135,966
-2,762
| -2% | -$271K | 0.01% | 345 |
|
|
2024
Q1 | $14.3M | Sell |
138,728
-8,344
| -6% | -$828K | 0.02% | 322 |
|
|
2023
Q4 | $15.2M | Buy |
147,072
+3,184
| +2% | +$290K | 0.03% | 299 |
|
|
2023
Q3 | $12.8M | Sell |
143,888
-5,967
| -4% | -$568K | 0.02% | 311 |
|
|
2023
Q2 | $14.2M | Sell |
149,855
-1,387
| -0.9% | -$127K | 0.02% | 282 |
|
|
2023
Q1 | $14.2M | Buy |
151,242
+624
| +0.4% | +$61K | 0.02% | 268 |
|
|
2022
Q4 | $13.8M | Sell |
150,618
-5,327
| -3% | -$491K | 0.02% | 267 |
|
|
2022
Q3 | $12.9M | Sell |
155,945
-3,383
| -2% | -$313K | 0.02% | 253 |
|
|
2022
Q2 | $14.2M | Buy |
159,328
+8,150
| +5% | +$781K | 0.02% | 255 |
|
|
2022
Q1 | $15.5M | Sell |
151,178
-739
| -0.5% | -$75.3K | 0.02% | 251 |
|
|
2021
Q4 | $15.9M | Sell |
151,917
-240
| -0.2% | -$25.2K | 0.03% | 210 |
|
|
2021
Q3 | $15.3M | Sell |
152,157
-8,875
| -6% | -$896K | 0.03% | 208 |
|
|
2021
Q2 | $17M | Sell |
161,032
-5,374
| -3% | -$562K | 0.03% | 193 |
|
|
2021
Q1 | $16.8M | Buy |
166,406
+2,245
| +1% | +$213K | 0.03% | 195 |
|
|
2020
Q4 | $13.3M | Sell |
164,161
-7,309
| -4% | -$531K | 0.03% | 210 |
|
|
2020
Q3 | $10.5M | Buy |
171,470
+7,358
| +4% | +$463K | 0.03% | 202 |
|
|
2020
Q2 | $9.88M | Sell |
164,112
-3,164
| -2% | -$177K | 0.03% | 194 |
|
|
2020
Q1 | $8.36M | Buy |
167,276
+55,450
| +50% | +$3.84M | 0.03% | 184 |
|
|
2019
Q4 | $8.99M | Sell |
111,826
-2,864
| -2% | -$222K | 0.03% | 211 |
|
|
2019
Q3 | $8.61M | Sell |
114,690
-2,648
| -2% | -$195K | 0.03% | 201 |
|
|
2019
Q2 | $8.72M | Buy |
117,338
+81,162
| +224% | +$6.02M | 0.03% | 201 |
|
|
2019
Q1 | $2.67M | Buy |
36,176
+910
| +3% | +$67.2K | 0.01% | 393 |
|
|
2018
Q4 | $2.33M | Sell |
35,266
-7,498
| -18% | -$557K | 0.01% | 395 |
|
|
2018
Q3 | $3.57M | Buy |
42,764
+10,314
| +32% | +$871K | 0.01% | 338 |
|
|
2018
Q2 | $2.65M | Buy |
32,450
+4,804
| +17% | +$384K | 0.01% | 407 |
|
|
2018
Q1 | $2.08M | Buy |
27,646
+2,116
| +8% | +$163K | 0.01% | 454 |
|
|
2017
Q4 | $1.96M | Sell |
25,530
-1,616
| -6% | -$122K | 0.01% | 464 |
|
|
2017
Q3 | $2.01M | Buy |
27,146
+2,240
| +9% | +$156K | 0.01% | 459 |
|
|
2017
Q2 | $1.74M | Sell |
24,906
-192
| -0.8% | -$13.3K | 0.01% | 483 |
|
|
2017
Q1 | $1.74M | Buy |
25,098
+1,242
| +5% | +$86.5K | 0.01% | 472 |
|
|
2016
Q4 | $1.67M | Buy |
23,856
+2,250
| +10% | +$147K | 0.01% | 456 |
|
|
2016
Q3 | $1.35M | Buy |
21,606
+804
| +4% | +$49.3K | 0.01% | 491 |
|
|
2016
Q2 | $1.22M | Buy |
20,802
+1,632
| +9% | +$93.6K | 0.01% | 461 |
|
|
2016
Q1 | $1.09M | Buy |
19,170
+648
| +3% | +$33.6K | 0.01% | 475 |
|
|
2015
Q4 | $1M | Sell |
18,522
-528
| -3% | -$29.3K | 0.01% | 507 |
|
|
2015
Q3 | $998K | Buy |
+19,050
| New | +$1.06M | 0.01% | 478 |
|
|
2015
Q2 | – | Sell |
-15,512
| Closed | -$922K | – | 1997 |
|
|
2015
Q1 | $922K | Buy |
15,512
+554
| +4% | +$32.2K | 0.01% | 495 |
|
|
2014
Q4 | $882K | Sell |
14,958
-692
| -4% | -$39K | 0.01% | 494 |
|
|
2014
Q3 | $840K | Buy |
15,650
+1,718
| +12% | +$96.7K | 0.01% | 465 |
|
|
2014
Q2 | $804K | Sell |
13,932
-352
| -2% | -$19.7K | 0.01% | 460 |
|
|
2014
Q1 | $810K | Buy |
14,284
+1,458
| +11% | +$80.6K | 0.01% | 438 |
|
|
2013
Q4 | $714K | Buy |
12,826
+834
| +7% | +$44.5K | 0.01% | 404 |
|
|
2013
Q3 | $613K | Buy |
11,992
+1,718
| +17% | +$85.4K | 0.01% | 390 |
|
|
2013
Q2 | $480K | Buy |
+10,274
| New | +$471K | 0.01% | 414 |
|
Other funds holding IJS
SP
PRS
PCIA
MWM
Creative Planning's IJS Position: Q2 2026 in Review
Creative Planning reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.5% in Q2 2026, selling an estimated $317K and leaving 165,672 shares worth $22.6M. The position accounts for 0.01% of the portfolio, ranked #467.
Creative Planning first reported a position in IJS in Q2 2013 and has held it in 52 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.
- Creative Planning held 165,672 shares of iShares S&P Small-Cap 600 Value ETF worth $22.6M as of Q2 2026.
- Creative Planning sold 2,461 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $317K.
- iShares S&P Small-Cap 600 Value ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #467 holding.
- Creative Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 52 quarters since.
- 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.