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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Creative Planning

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 40k 115.01
2025-06-30 $4.1M 38k 109.50
2025-03-31 $3.4M 38k 88.99
2024-12-31 $3.6M 36k 100.12
2024-09-30 $2.8M 31k 89.37
2024-06-30 $2.8M 32k 86.90
2024-03-31 $2.7M 32k 85.27
2023-12-31 $2.4M 5.9k 405.63
2023-09-30 $1.9M 5.5k 341.25
2023-06-30 $1.8M 5.3k 345.90
2023-03-31 $1.5M 5.1k 304.73
2022-12-31 $1.3M 5.1k 255.87
2022-09-30 $953k 3.8k 250.13
2022-06-30 $1.3M 4.7k 269.62
2022-03-31 $2.0M 5.9k 344.90
2021-12-31 $2.3M 5.8k 397.68
2021-09-30 $2.4M 6.0k 399.19
2021-06-30 $2.6M 6.8k 390.12
2021-03-31 $2.1M 6.1k 341.42
2020-12-31 $2.2M 6.3k 354.17
2020-09-30 $1.9M 6.2k 311.08
2020-06-30 $1.5M 5.2k 284.26
2020-03-31 $1.1M 5.1k 210.37
2019-12-31 $1.2M 5.0k 233.12
2019-09-30 $1.0M 4.7k 211.91
2019-06-30 $1.0M 4.6k 218.56
2019-03-31 $814k 3.9k 210.77
2018-12-31 $478k 2.8k 173.38
2018-09-30 $600k 2.9k 204.85
2018-06-30 $544k 3.0k 182.83
2018-03-31 $1.5M 8.6k 169.72
2017-12-31 $517k 3.3k 154.56
2017-06-30 $78k 567 137.57
2017-03-31 $54k 430 125.58
2016-12-31 $47k 430 109.30
2016-09-30 $41k 360 113.89
2016-06-30 $11k 100 110.00
2016-03-31 $13k 130 100.00
2015-12-31 $10k 100 100.00
2015-09-30 $42k 446 94.17
2014-03-31 $2.0k 25 80.00
2013-12-31 $2.0k 25 80.00
2013-09-30 $2.0k 25 80.00
2013-06-30 $2.0k 25 80.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding iShares S&P NA Tec.-SW. Idx. Fund

Morgan Stanley
Elliott Investment Management
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Menora Mivtachim Holdings
Clal Insurance Enterprises Holdings
Susquehanna International
LPL Financial
UBS Group
Wells Fargo & Company
Wellspring Financial Advisors
Jane Street
Phoenix Holdings

View all funds holding iShares S&P NA Tec.-SW. Idx. Fund