iShares S&P MidCap 400 Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $292M | 1.1M | 277.15 |
| 2023-09-30 | $244M | 980k | 249.35 |
| 2023-06-30 | $250M | 957k | 261.48 |
| 2023-03-31 | $231M | 924k | 250.16 |
| 2022-12-31 | $235M | 970k | 241.89 |
| 2022-09-30 | $202M | 923k | 219.26 |
| 2022-06-30 | $215M | 948k | 226.23 |
| 2022-03-31 | $247M | 919k | 268.34 |
| 2021-12-31 | $253M | 895k | 283.08 |
| 2021-09-30 | $238M | 906k | 263.07 |
| 2021-06-30 | $243M | 903k | 268.73 |
| 2021-03-31 | $249M | 955k | 260.28 |
| 2020-12-31 | $224M | 976k | 229.83 |
| 2020-09-30 | $183M | 990k | 185.31 |
| 2020-06-30 | $179M | 1.0M | 177.82 |
| 2020-03-31 | $160M | 1.1M | 143.86 |
| 2019-12-31 | $415M | 2.0M | 205.82 |
| 2019-09-30 | $397M | 2.1M | 193.23 |
| 2019-06-30 | $405M | 2.1M | 194.26 |
| 2019-03-31 | $405M | 2.1M | 189.40 |
| 2018-12-31 | $355M | 2.1M | 166.06 |
| 2018-09-30 | $321M | 1.6M | 201.29 |
| 2018-06-30 | $314M | 1.6M | 194.78 |
| 2018-03-31 | $319M | 1.7M | 187.57 |
| 2017-12-31 | $251M | 1.3M | 189.78 |
| 2017-09-30 | $236M | 1.3M | 178.90 |
| 2017-06-30 | $221M | 1.3M | 173.95 |
| 2017-03-31 | $217M | 1.3M | 171.28 |
| 2016-12-31 | $215M | 1.3M | 165.34 |
| 2016-09-30 | $203M | 1.3M | 154.71 |
| 2016-06-30 | $193M | 1.3M | 149.39 |
| 2016-03-31 | $180M | 1.2M | 144.19 |
| 2015-12-31 | $143M | 1.0M | 139.32 |
| 2015-09-30 | $136M | 993k | 136.61 |
| 2015-06-30 | $96M | 641k | 149.98 |
| 2015-03-31 | $91M | 598k | 151.98 |
| 2014-12-31 | $75M | 521k | 144.80 |
| 2014-09-30 | $70M | 513k | 136.74 |
| 2014-06-30 | $63M | 440k | 143.08 |
| 2014-03-31 | $54M | 391k | 137.47 |
| 2013-12-31 | $49M | 367k | 133.81 |
| 2013-09-30 | $44M | 351k | 124.14 |
| 2013-06-30 | $37M | 322k | 115.50 |
| 2012-12-31 | $28M | 274k | 101.70 |
| 2012-09-30 | $24M | 248k | 98.68 |
| 2012-06-30 | $23M | 248k | 94.17 |
| 2011-12-31 | $19M | 212k | 87.61 |