iShares Russell 3000 Value Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Russell 3000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Value Index held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Value Index by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $12M | 124k | 95.49 |
2024-06-30 | $11M | 123k | 88.13 |
2024-03-31 | $10M | 114k | 90.44 |
2023-12-31 | $8.5M | 100k | 84.33 |
2023-09-30 | $7.5M | 101k | 74.62 |
2023-06-30 | $7.1M | 90k | 78.26 |
2023-03-31 | $6.4M | 87k | 73.78 |
2022-12-31 | $5.9M | 84k | 70.63 |
2022-09-30 | $5.2M | 83k | 62.61 |
2022-06-30 | $4.8M | 72k | 66.87 |
2022-03-31 | $4.7M | 62k | 75.86 |
2021-12-31 | $4.7M | 62k | 76.33 |
2021-09-30 | $4.4M | 62k | 70.89 |
2021-06-30 | $4.5M | 63k | 71.96 |
2021-03-31 | $4.3M | 63k | 68.89 |
2020-12-31 | $3.8M | 61k | 62.19 |
2020-09-30 | $2.9M | 54k | 54.28 |
2020-06-30 | $1.2M | 24k | 52.24 |
2020-03-31 | $432k | 9.4k | 46.16 |
2019-12-31 | $539k | 8.6k | 63.03 |
2019-09-30 | $505k | 8.7k | 57.75 |
2019-06-30 | $408k | 7.2k | 56.64 |
2019-03-31 | $549k | 10k | 54.86 |
2018-12-31 | $661k | 14k | 49.09 |
2018-09-30 | $510k | 9.0k | 56.43 |
2018-06-30 | $534k | 9.9k | 53.70 |
2018-03-31 | $528k | 9.9k | 53.09 |
2017-12-31 | $516k | 9.3k | 55.37 |
2017-09-30 | $412k | 7.9k | 52.29 |
2017-06-30 | $250k | 4.9k | 50.95 |
2017-03-31 | $482k | 9.5k | 50.51 |
2016-12-31 | $173k | 3.5k | 49.08 |
2016-09-30 | $163k | 3.5k | 46.24 |
2016-06-30 | $158k | 1.2k | 134.47 |
2016-03-31 | $50k | 390 | 128.21 |
2015-12-31 | $50k | 390 | 128.21 |
2015-09-30 | $47k | 390 | 120.51 |
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