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iShares Morningstar Mid Value Idx shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Morningstar Mid Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Value Idx 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 Mid Value Idx by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 44k 82.34
2025-09-30 $1.3M 16k 80.35
2025-06-30 $490k 6.4k 75.98
2025-03-31 $475k 6.4k 74.19
2024-12-31 $415k 5.6k 74.26
2024-09-30 $388k 5.1k 76.64
2024-06-30 $356k 5.1k 70.24
2024-03-31 $367k 5.1k 72.55
2023-12-31 $388k 5.7k 67.72
2023-09-30 $347k 5.7k 60.59
2023-06-30 $365k 5.7k 63.70
2023-03-31 $354k 5.7k 61.88
2022-12-31 $381k 6.1k 62.05
2022-09-30 $275k 4.9k 55.93
2022-06-30 $292k 4.9k 59.39
2022-03-31 $363k 5.3k 68.83
2021-12-31 $360k 5.3k 68.26
2021-09-30 $333k 5.3k 63.14
2021-06-30 $619k 9.6k 64.28
2017-06-30 $135k 912 148.03
2017-03-31 $94k 636 147.80
2016-12-31 $34k 236 144.07
2016-09-30 $32k 236 135.59
2016-06-30 $30k 236 127.12
2016-03-31 $11k 86 127.91
2015-12-31 $52k 436 119.27
2015-09-30 $64k 561 114.08
2015-03-31 $11k 86 127.91
2014-12-31 $11k 86 127.91
2014-09-30 $40k 336 119.05
2014-06-30 $35k 285 122.81
2014-03-31 $34k 285 119.30
2013-12-31 $33k 285 115.79
2013-09-30 $4.0k 35 114.29
2013-06-30 $3.0k 35 85.71
2012-12-31 $3.0k 35 85.71
2012-09-30 $3.0k 35 85.71
2012-06-30 $3.0k 35 85.71

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Raymond James Financial
Orgel Wealth Management
LPL Financial
Equitable Holdings
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Black Diamond Financial
Advisor Group Holdings
Matrix Trust
Steele Capital Management
UBS Group
Marietta Wealth Management
swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx