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iShares S&P MidCap 400 Value Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value 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 Value Index by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 234k 123.62
2024-06-30 $28M 245k 113.46
2024-03-31 $31M 259k 118.29
2023-12-31 $31M 270k 114.04
2023-09-30 $28M 276k 100.93
2023-06-30 $31M 285k 107.13
2023-03-31 $30M 291k 102.77
2022-12-31 $25M 252k 100.80
2022-09-30 $14M 157k 90.00
2022-06-30 $20M 207k 94.41
2022-03-31 $6.5M 60k 109.64
2021-12-31 $6.8M 61k 110.69
2021-09-30 $6.2M 61k 103.04
2021-06-30 $6.6M 62k 105.34
2021-03-31 $6.3M 62k 101.93
2020-12-31 $5.4M 63k 86.30
2020-09-30 $4.1M 31k 134.87
2020-06-30 $4.2M 31k 132.94
2020-03-31 $4.6M 42k 109.75
2019-12-31 $7.3M 43k 170.74
2019-09-30 $7.0M 44k 159.89
2019-06-30 $6.8M 43k 159.47
2019-03-31 $2.0M 13k 156.98
2018-12-31 $1.7M 12k 138.30
2018-09-30 $2.4M 15k 167.36
2018-06-30 $2.2M 13k 162.02
2018-03-31 $2.3M 15k 154.50
2017-12-31 $1.8M 12k 160.13
2017-09-30 $1.8M 12k 152.76
2017-06-30 $1.3M 8.7k 148.57
2017-03-31 $1.3M 8.5k 148.43
2016-12-31 $923k 6.4k 145.19
2016-09-30 $737k 5.5k 132.98
2016-06-30 $539k 4.2k 128.15
2016-03-31 $529k 4.3k 124.03
2015-12-31 $453k 3.9k 117.08
2015-09-30 $410k 3.6k 115.23
2015-03-31 $433k 3.3k 130.82
2014-12-31 $386k 3.0k 127.73
2014-09-30 $333k 2.8k 120.22
2014-06-30 $351k 2.8k 126.99
2014-03-31 $337k 2.8k 120.53
2013-12-31 $315k 2.7k 116.06
2013-09-30 $293k 2.7k 108.16
2013-06-30 $223k 2.2k 101.13
2012-12-31 $232k 2.6k 88.11
2012-09-30 $196k 2.3k 85.07
2012-06-30 $226k 2.8k 81.65
2011-12-31 $76k 1.0k 75.85

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index