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iShares S&P MidCap 400 Growth shares owned by Creative Planning

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 180k 79.22
2023-09-30 $13M 180k 72.24
2023-06-30 $13M 171k 75.00
2023-03-31 $13M 184k 71.51
2022-12-31 $12M 175k 68.30
2022-09-30 $11M 179k 63.02
2022-06-30 $12M 182k 63.73
2022-03-31 $14M 180k 77.27
2021-12-31 $16M 183k 85.26
2021-09-30 $15M 185k 79.19
2021-06-30 $15M 189k 80.93
2021-03-31 $16M 197k 78.37
2020-12-31 $15M 201k 72.22
2020-09-30 $12M 48k 239.18
2020-06-30 $4.0M 18k 224.01
2020-03-31 $3.6M 20k 178.45
2019-12-31 $4.7M 20k 238.10
2019-09-30 $4.6M 21k 223.87
2019-06-30 $4.4M 20k 226.27
2019-03-31 $3.4M 16k 219.08
2018-12-31 $3.0M 16k 191.21
2018-09-30 $3.8M 16k 232.96
2018-06-30 $3.8M 17k 224.77
2018-03-31 $3.9M 18k 218.32
2017-12-31 $3.3M 15k 215.80
2017-09-30 $3.2M 16k 202.38
2017-06-30 $2.9M 15k 196.65
2017-03-31 $2.6M 14k 190.90
2016-12-31 $2.1M 12k 182.17
2016-09-30 $2.0M 11k 174.72
2016-06-30 $1.8M 11k 169.06
2016-03-31 $1.7M 10k 162.64
2015-12-31 $1.6M 10k 160.94
2015-09-30 $1.6M 10k 157.13
2015-03-31 $1.3M 7.6k 171.50
2014-12-31 $1.2M 7.7k 159.61
2014-09-30 $1.0M 6.9k 151.40
2014-06-30 $1.0M 6.6k 157.07
2014-03-31 $1.0M 6.8k 152.91
2013-12-31 $765k 5.1k 150.27
2013-09-30 $723k 5.2k 139.17
2013-06-30 $551k 4.3k 128.92
2012-12-31 $492k 4.3k 114.42
2012-09-30 $448k 4.0k 112.03
2012-06-30 $216k 2.0k 105.68
2011-12-31 $89k 901 98.78

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 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth