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iShares Morningstar Small Core Idx shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core 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 Small Core Idx by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 3.7k 58.69
2024-06-30 $201k 3.7k 53.88
2017-06-30 $27k 166 162.65
2017-03-31 $26k 166 156.63
2014-03-31 $7.0k 50 140.00

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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)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
LPL Financial
Wells Fargo & Company
Atria Wealth Solutions
Susquehanna International
Bank of America Corporation
H D Vest Advisory Services
Goldman Sachs Group
CacheTech
Adams Wealth Management
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Brand Asset Management Group
Rockefeller Capital Management

View all funds holding iShares Morningstar Small Core Idx