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iShares Morningstar Large Growth shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Morningstar Large Growth

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All positions including iShares Morningstar Large Growth held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 58k 67.82
2023-09-30 $3.4M 58k 59.65
2023-06-30 $3.5M 57k 62.34
2023-03-31 $3.1M 55k 55.36
2022-12-31 $2.9M 60k 48.68
2022-09-30 $2.9M 61k 48.26
2022-06-30 $3.0M 61k 50.08
2022-03-31 $3.9M 60k 64.99
2021-12-31 $4.3M 61k 71.83
2021-09-30 $4.0M 62k 65.55
2021-06-30 $4.0M 62k 64.77
2021-03-31 $3.5M 12k 288.45
2020-12-31 $2.8M 9.8k 289.93
2020-09-30 $2.8M 10k 267.42
2020-06-30 $2.3M 9.8k 234.43
2020-03-31 $1.5M 8.3k 185.79
2019-12-31 $1.7M 8.3k 209.95
2019-09-30 $1.6M 8.4k 191.46
2019-06-30 $1.6M 8.4k 191.90
2019-03-31 $1.6M 8.8k 182.86
2018-12-31 $248k 1.6k 158.77
2018-09-30 $307k 1.7k 186.06
2018-06-30 $278k 1.6k 174.40
2018-03-31 $268k 1.6k 164.01
2017-12-31 $320k 2.0k 156.56
2017-09-30 $215k 1.5k 146.36
2017-06-30 $235k 1.7k 139.30
2017-03-31 $190k 1.4k 131.85
2016-12-31 $188k 1.6k 120.82
2016-09-30 $190k 1.6k 122.11
2016-06-30 $151k 1.3k 116.78
2016-03-31 $180k 1.5k 117.96
2015-12-31 $184k 1.5k 120.58
2015-09-30 $234k 2.1k 112.02
2015-03-31 $356k 3.0k 118.08
2014-12-31 $406k 3.6k 113.09
2014-09-30 $532k 4.9k 108.90
2014-06-30 $613k 5.7k 106.63
2014-03-31 $750k 7.5k 99.58
2013-12-31 $698k 7.0k 99.69
2013-09-30 $622k 6.9k 89.73
2013-06-30 $772k 9.4k 82.14
2012-12-31 $931k 12k 76.51
2012-09-30 $985k 12k 79.19
2012-06-30 $930k 13k 73.82
2011-12-31 $1.0M 16k 65.95

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 Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth