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XJHXJH
13 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES TR

Creative Planning holds 41,291 shares of XJH (ISHARES TR), worth $2.2M as of 2026-Q2. The position was decreased (-0.6% shares). XJH represents 0.0% of Creative Planning's portfolio.

Current Value

$2.2M

Current Shares

41,291

Total Value Change

+$1.9M

Total Shares Change

+35,439

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
41,291
-0.6%
$2.2M0.0%$52.15
0
2026-Q1
Increased
41,524
+227.6%
$1.9M0.0%$47.88
42
2025-Q4
Increased
12,674
+0.6%
$565,9020.0%$45.13
24
2025-Q3
Increased
12,596
+0.1%
$552,3430.0%$43.50
24
2025-Q2
Increased
12,589
+11.8%
$522,4380.0%$41.29
27
2025-Q1
Decreased
11,263
-17.8%
$440,0590.0%$38.63
0
2024-Q4
Increased
13,693
+14.6%
$572,8610.0%$41.27
28
2024-Q3
Decreased
11,954
-14.9%
$505,5350.0%$41.51
0
2024-Q2
Increased
14,045
+36.0%
$555,7560.0%$38.76
32
2024-Q1
Increased
10,327
+0.1%
$424,2250.0%$40.14
24
2023-Q4
Increased
10,321
+132.0%
$389,3730.0%$36.78
38
2023-Q3
Decreased
4,448
-24.0%
$150,6540.0%$32.88
0
2023-Q2
New
5,852
-
$208,4440.0%$34.16
32

Other major holders of XJH: BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC

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