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
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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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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