iShares Morningstar Small Growth shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 23k | 54.31 |
| 2025-06-30 | $1.4M | 28k | 49.76 |
| 2025-03-31 | $991k | 22k | 45.05 |
| 2024-12-31 | $495k | 10k | 49.46 |
| 2024-09-30 | $592k | 12k | 48.96 |
| 2024-06-30 | $638k | 14k | 45.48 |
| 2024-03-31 | $661k | 14k | 46.57 |
| 2023-12-31 | $600k | 14k | 44.00 |
| 2023-09-30 | $522k | 14k | 38.76 |
| 2023-06-30 | $558k | 14k | 41.41 |
| 2023-03-31 | $525k | 14k | 38.98 |
| 2022-12-31 | $486k | 14k | 36.04 |
| 2022-09-30 | $505k | 15k | 34.63 |
| 2022-06-30 | $519k | 15k | 35.33 |
| 2022-03-31 | $622k | 14k | 44.14 |
| 2021-12-31 | $672k | 14k | 49.63 |
| 2021-09-30 | $667k | 14k | 49.26 |
| 2021-06-30 | $702k | 14k | 51.84 |
| 2021-03-31 | $679k | 2.3k | 300.58 |
| 2020-12-31 | $787k | 2.6k | 303.63 |
| 2020-09-30 | $472k | 2.0k | 237.66 |
| 2020-06-30 | $439k | 2.0k | 221.05 |
| 2020-03-31 | $330k | 2.0k | 166.16 |
| 2019-12-31 | $358k | 1.7k | 211.71 |
| 2019-09-30 | $329k | 1.7k | 194.56 |
| 2019-06-30 | $344k | 1.7k | 203.43 |
| 2019-03-31 | $208k | 1.0k | 199.81 |
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