iShares Dow Jones US Financial Svc. shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 6.9k | 179.22 |
| 2023-09-30 | $1.2M | 7.6k | 154.65 |
| 2023-06-30 | $1.2M | 7.7k | 157.99 |
| 2023-03-31 | $1.2M | 7.7k | 150.97 |
| 2022-12-31 | $1.2M | 7.7k | 157.53 |
| 2022-09-30 | $517k | 3.7k | 141.30 |
| 2022-06-30 | $571k | 3.9k | 148.27 |
| 2022-03-31 | $734k | 4.1k | 180.30 |
| 2021-12-31 | $817k | 4.2k | 193.01 |
| 2021-09-30 | $789k | 4.2k | 188.08 |
| 2021-06-30 | $784k | 4.2k | 185.26 |
| 2021-03-31 | $387k | 2.3k | 171.47 |
| 2020-12-31 | $264k | 1.8k | 150.34 |
| 2020-03-31 | $260k | 2.5k | 102.48 |
| 2019-12-31 | $429k | 2.8k | 151.80 |
| 2019-09-30 | $211k | 1.5k | 136.48 |
| 2019-06-30 | $204k | 1.5k | 134.12 |
| 2019-03-31 | $221k | 1.8k | 124.93 |
| 2018-09-30 | $206k | 1.5k | 133.42 |
| 2018-06-30 | $200k | 1.5k | 129.53 |
| 2017-06-30 | $159k | 1.4k | 113.57 |
| 2017-03-31 | $240k | 2.2k | 109.09 |
| 2016-12-31 | $7.0k | 68 | 102.94 |
| 2015-09-30 | $17k | 203 | 83.74 |
| 2014-12-31 | $17k | 180 | 94.44 |
| 2014-09-30 | $15k | 180 | 83.33 |
| 2011-12-31 | $9.0k | 200 | 45.00 |
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