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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
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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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