iShares Morningstar Large Value shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $407k | 5.0k | 82.20 |
| 2024-06-30 | $380k | 5.0k | 76.32 |
| 2024-03-31 | $378k | 4.9k | 76.86 |
| 2023-12-31 | $347k | 4.9k | 70.62 |
| 2023-09-30 | $348k | 5.4k | 64.77 |
| 2023-06-30 | $293k | 4.4k | 66.52 |
| 2023-03-31 | $282k | 4.4k | 63.90 |
| 2022-12-31 | $279k | 4.4k | 63.23 |
| 2022-09-30 | $290k | 5.1k | 56.46 |
| 2022-06-30 | $310k | 5.1k | 60.36 |
| 2022-03-31 | $352k | 5.1k | 68.54 |
| 2021-12-31 | $298k | 4.3k | 69.53 |
| 2021-09-30 | $253k | 4.0k | 63.73 |
| 2021-06-30 | $477k | 7.4k | 64.48 |
| 2016-06-30 | $12k | 140 | 85.71 |
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