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iShares Morningstar Small Value shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value 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 Value by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 5.0k 66.64
2025-06-30 $304k 5.0k 61.39
2025-03-31 $244k 4.1k 59.30
2024-12-31 $261k 4.1k 63.41
2024-09-30 $261k 4.1k 63.48
2024-06-30 $238k 4.1k 57.90
2024-03-31 $251k 4.1k 61.20
2023-12-31 $243k 4.1k 59.21
2023-09-30 $212k 4.1k 51.78
2023-06-30 $221k 4.1k 54.02
2023-03-31 $213k 4.1k 52.17
2022-12-31 $221k 4.3k 52.06
2022-09-30 $202k 4.3k 47.52
2022-06-30 $214k 4.3k 50.34
2022-03-31 $250k 4.3k 58.81
2021-12-31 $253k 4.3k 59.52
2021-09-30 $242k 4.3k 56.93
2021-06-30 $250k 4.3k 58.77
2021-03-31 $239k 1.4k 168.67
2020-12-31 $228k 1.6k 141.00
2019-12-31 $277k 1.9k 143.75
2019-09-30 $258k 1.9k 133.89
2019-06-30 $264k 1.9k 137.00
2018-09-30 $219k 1.4k 153.58
2018-06-30 $217k 1.4k 152.17
2017-06-30 $181k 1.3k 140.75
2017-03-31 $183k 1.3k 144.55
2016-12-31 $170k 1.2k 142.74
2016-09-30 $155k 1.2k 130.14
2016-06-30 $172k 1.4k 121.21
2016-03-31 $159k 1.3k 119.28
2015-12-31 $153k 1.3k 114.78
2015-09-30 $142k 1.3k 112.16
2015-03-31 $166k 1.3k 131.12
2014-12-31 $237k 1.8k 128.73
2014-09-30 $187k 1.6k 119.41
2014-06-30 $202k 1.6k 127.61
2014-03-31 $236k 1.9k 123.69
2013-12-31 $200k 1.7k 120.41
2013-09-30 $193k 1.8k 109.60
2013-06-30 $181k 1.8k 102.78
2012-12-31 $151k 1.7k 90.91
2012-09-30 $148k 1.7k 87.83
2012-06-30 $143k 1.7k 84.87
2011-12-31 $141k 1.8k 78.90

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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 Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding iShares Morningstar Small Value

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Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value