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iShares Russell 3000 Value Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 Russell 3000 Value Index by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5M 100k 84.33
2023-09-30 $7.5M 101k 74.62
2023-06-30 $7.1M 90k 78.26
2023-03-31 $6.4M 87k 73.78
2022-12-31 $5.9M 84k 70.63
2022-09-30 $5.2M 83k 62.61
2022-06-30 $4.8M 72k 66.87
2022-03-31 $4.7M 62k 75.86
2021-12-31 $4.7M 62k 76.33
2021-09-30 $4.4M 62k 70.89
2021-06-30 $4.5M 63k 71.96
2021-03-31 $4.3M 63k 68.89
2020-12-31 $3.8M 61k 62.19
2020-09-30 $2.9M 54k 54.28
2020-06-30 $1.2M 24k 52.24
2020-03-31 $432k 9.4k 46.16
2019-12-31 $539k 8.6k 63.03
2019-09-30 $505k 8.7k 57.75
2019-06-30 $408k 7.2k 56.64
2019-03-31 $549k 10k 54.86
2018-12-31 $661k 14k 49.09
2018-09-30 $510k 9.0k 56.43
2018-06-30 $534k 9.9k 53.70
2018-03-31 $528k 9.9k 53.09
2017-12-31 $516k 9.3k 55.37
2017-09-30 $412k 7.9k 52.29
2017-06-30 $250k 4.9k 50.95
2017-03-31 $482k 9.5k 50.51
2016-12-31 $173k 3.5k 49.08
2016-09-30 $163k 3.5k 46.24
2016-06-30 $158k 1.2k 134.47
2016-03-31 $50k 390 128.21
2015-12-31 $50k 390 128.21
2015-09-30 $47k 390 120.51

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 Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index