Icon shares owned by Creative Planning
Historical chart of Creative Planning investment in Icon
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All positions including Icon held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Icon by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $814k | 4.7k | 175.00 |
| 2025-06-30 | $680k | 4.7k | 145.45 |
| 2025-03-31 | $886k | 5.1k | 174.99 |
| 2024-12-31 | $1.7M | 8.1k | 209.71 |
| 2024-09-30 | $16M | 56k | 287.33 |
| 2024-06-30 | $18M | 56k | 313.40 |
| 2024-03-31 | $19M | 56k | 336.00 |
| 2023-12-31 | $16M | 56k | 283.00 |
| 2023-09-30 | $27M | 110k | 246.25 |
| 2023-06-30 | $16M | 64k | 250.20 |
| 2023-03-31 | $14M | 64k | 213.59 |
| 2022-12-31 | $13M | 65k | 194.25 |
| 2022-09-30 | $12M | 65k | 183.78 |
| 2022-06-30 | $18M | 81k | 216.70 |
| 2022-03-31 | $23M | 93k | 243.21 |
| 2021-12-31 | $1.4M | 4.5k | 309.76 |
| 2021-09-30 | $1.5M | 5.8k | 262.03 |
| 2021-06-30 | $1.4M | 6.7k | 206.71 |
| 2021-03-31 | $1.7M | 8.8k | 196.35 |
| 2020-12-31 | $2.1M | 11k | 194.97 |
| 2020-09-30 | $491k | 2.6k | 191.20 |
| 2020-06-30 | $346k | 2.1k | 168.29 |
| 2020-03-31 | $293k | 2.2k | 135.84 |
| 2019-12-31 | $404k | 2.3k | 172.28 |
| 2019-09-30 | $336k | 2.3k | 147.30 |
| 2019-06-30 | $348k | 2.3k | 153.98 |
| 2019-03-31 | $263k | 1.9k | 136.69 |
| 2018-12-31 | $307k | 2.4k | 129.10 |
| 2018-09-30 | $379k | 2.5k | 153.94 |
| 2018-06-30 | $313k | 2.4k | 132.57 |
| 2018-03-31 | $266k | 2.3k | 117.96 |
| 2017-12-31 | $376k | 3.3k | 112.27 |
| 2017-09-30 | $395k | 3.5k | 114.00 |
| 2017-06-30 | $133k | 1.4k | 97.44 |
| 2017-03-31 | $115k | 1.4k | 79.53 |
| 2016-12-31 | $126k | 1.7k | 75.31 |
| 2016-09-30 | $160k | 2.1k | 77.18 |
| 2016-06-30 | $145k | 2.1k | 69.95 |
| 2016-03-31 | $81k | 1.1k | 74.65 |
| 2015-12-31 | $87k | 1.1k | 77.96 |
| 2015-09-30 | $84k | 1.2k | 71.37 |
| 2015-03-31 | $81k | 1.2k | 70.43 |
| 2014-12-31 | $51k | 1.0k | 51.00 |
| 2014-09-30 | $60k | 1.0k | 57.69 |