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iShares Dow Jones US Consumer Ser. shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $611k 8.1k 75.77
2023-09-30 $534k 8.0k 66.95
2023-06-30 $632k 8.9k 71.16
2023-03-31 $518k 8.0k 64.69
2022-12-31 $405k 7.1k 56.96
2022-09-30 $419k 7.2k 58.18
2022-06-30 $481k 8.5k 56.70
2022-03-31 $539k 7.2k 74.98
2021-12-31 $622k 7.4k 84.05
2021-09-30 $608k 7.9k 77.28
2021-06-30 $1.0M 13k 77.62
2021-03-31 $383k 5.1k 74.76
2020-12-31 $375k 5.3k 70.54
2020-09-30 $362k 1.4k 250.17
2020-06-30 $299k 1.4k 219.21
2020-03-31 $209k 1.2k 176.97
2019-12-31 $270k 1.2k 228.62
2019-09-30 $426k 2.0k 217.24
2019-06-30 $427k 2.0k 217.75
2019-03-31 $401k 2.0k 204.49
2018-12-31 $365k 2.0k 181.05
2018-09-30 $415k 2.0k 211.63
2018-06-30 $380k 2.0k 193.78
2018-03-31 $358k 2.0k 182.56
2017-12-31 $392k 2.2k 179.32
2017-09-30 $391k 2.4k 163.87
2017-06-30 $423k 2.6k 164.14
2017-03-31 $424k 2.6k 160.85
2016-12-31 $270k 1.8k 151.18
2016-09-30 $263k 1.8k 147.26
2016-06-30 $256k 1.8k 143.34
2016-03-31 $344k 2.4k 145.64
2015-12-31 $258k 1.8k 144.46
2015-09-30 $246k 1.8k 137.74
2015-03-31 $170k 1.2k 144.07
2014-12-31 $177k 1.3k 137.74
2014-09-30 $147k 1.2k 124.05
2014-06-30 $146k 1.2k 123.21
2014-03-31 $143k 1.2k 120.68
2013-12-31 $72k 590 122.03
2013-09-30 $44k 400 110.00
2013-06-30 $41k 400 102.50
2012-12-31 $96k 1.1k 86.56
2012-09-30 $35k 400 87.50
2012-06-30 $32k 400 80.00

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 Dow Jones US Consumer Ser.

Bank of America Corporation
UBS Group
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Captrust Financial Advisors
AE Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Pinkerton Retirement Specialists
Ferguson Wellman Capital Management
First Citizens Financial Corp

View all funds holding iShares Dow Jones US Consumer Ser.