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
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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 |
|---|---|---|---|
| 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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