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iShares S&P SmallCap 600 Value Idx shares owned by Creative Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 SmallCap 600 Value Idx by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 147k 103.07
2023-09-30 $13M 144k 89.22
2023-06-30 $14M 150k 95.09
2023-03-31 $14M 151k 93.59
2022-12-31 $14M 151k 91.31
2022-09-30 $13M 156k 82.45
2022-06-30 $14M 159k 89.03
2022-03-31 $16M 151k 102.39
2021-12-31 $16M 152k 104.49
2021-09-30 $15M 152k 100.67
2021-06-30 $17M 161k 105.43
2021-03-31 $17M 166k 100.74
2020-12-31 $13M 164k 81.31
2020-09-30 $11M 86k 122.42
2020-06-30 $9.9M 82k 120.37
2020-03-31 $8.4M 84k 99.94
2019-12-31 $9.0M 56k 160.80
2019-09-30 $8.6M 57k 150.20
2019-06-30 $8.7M 59k 148.61
2019-03-31 $2.7M 18k 147.56
2018-12-31 $2.3M 18k 131.86
2018-09-30 $3.6M 21k 166.92
2018-06-30 $2.6M 16k 163.27
2018-03-31 $2.1M 14k 150.84
2017-12-31 $2.0M 13k 153.54
2017-09-30 $2.0M 14k 148.31
2017-06-30 $1.7M 13k 139.81
2017-03-31 $1.7M 13k 138.66
2016-12-31 $1.7M 12k 140.01
2016-09-30 $1.3M 11k 124.78
2016-06-30 $1.2M 10k 116.82
2016-03-31 $1.1M 9.6k 113.30
2015-12-31 $1.0M 9.3k 108.20
2015-09-30 $998k 9.5k 104.78
2015-03-31 $922k 7.8k 118.88
2014-12-31 $882k 7.5k 117.93
2014-09-30 $840k 7.8k 107.35
2014-06-30 $804k 7.0k 115.42
2014-03-31 $810k 7.1k 113.41
2013-12-31 $714k 6.4k 111.34
2013-09-30 $613k 6.0k 102.23
2013-06-30 $480k 5.1k 93.44
2012-12-31 $309k 3.8k 81.04
2012-09-30 $316k 4.0k 79.08
2012-06-30 $203k 2.7k 74.28
2011-12-31 $103k 1.5k 69.93

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 SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Value Idx