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iShares Russell 2000 Value Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 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 2000 Value Index by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 79k 155.33
2023-09-30 $9.0M 66k 135.55
2023-06-30 $9.5M 68k 140.80
2023-03-31 $14M 98k 137.02
2022-12-31 $14M 102k 138.67
2022-09-30 $12M 90k 128.93
2022-06-30 $15M 109k 136.15
2022-03-31 $15M 91k 161.40
2021-12-31 $4.3M 26k 166.07
2021-09-30 $4.5M 28k 160.22
2021-06-30 $5.2M 32k 165.78
2021-03-31 $4.4M 27k 159.47
2020-12-31 $3.9M 30k 131.74
2020-09-30 $2.3M 24k 99.34
2020-06-30 $1.9M 19k 97.48
2020-03-31 $1.9M 23k 82.02
2019-12-31 $3.7M 29k 128.57
2019-09-30 $3.2M 27k 119.42
2019-06-30 $3.2M 27k 120.52
2019-03-31 $3.1M 26k 119.90
2018-12-31 $2.8M 26k 107.56
2018-09-30 $3.3M 25k 133.00
2018-06-30 $3.0M 23k 131.94
2018-03-31 $2.5M 20k 121.90
2017-12-31 $2.7M 22k 125.76
2017-09-30 $2.4M 20k 124.13
2017-06-30 $2.1M 17k 118.86
2017-03-31 $2.3M 19k 118.17
2016-12-31 $2.2M 19k 118.96
2016-09-30 $1.8M 18k 104.77
2016-06-30 $1.3M 13k 97.33
2016-03-31 $1.3M 14k 93.15
2015-12-31 $1.2M 14k 91.96
2015-09-30 $1.1M 13k 90.13
2015-06-30 $1.5M 15k 101.96
2015-03-31 $1.2M 12k 103.23
2014-12-31 $1.1M 11k 101.71
2014-09-30 $842k 9.0k 93.52
2014-06-30 $899k 8.7k 103.24
2014-03-31 $685k 6.8k 100.82
2013-12-31 $653k 6.6k 99.48
2013-09-30 $510k 5.6k 91.63
2013-06-30 $533k 6.2k 85.88
2012-12-31 $475k 6.3k 75.58
2012-09-30 $457k 6.2k 74.01
2012-06-30 $455k 6.5k 70.38
2011-12-31 $411k 6.3k 65.70

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 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
M^T Bank Corporation
Alaska Permanent Fund Corp
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index