Ishares Tr dev val factor shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr dev val factor
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All positions including Ishares Tr dev val factor held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr dev val factor by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 37k | 35.48 |
| 2025-06-30 | $1.1M | 34k | 32.89 |
| 2025-03-31 | $1.0M | 34k | 30.31 |
| 2024-12-31 | $500k | 19k | 27.11 |
| 2024-09-30 | $539k | 18k | 29.53 |
| 2024-06-30 | $495k | 18k | 27.44 |
| 2024-03-31 | $580k | 21k | 28.23 |
| 2023-12-31 | $528k | 20k | 26.51 |
| 2023-09-30 | $626k | 25k | 25.36 |
| 2023-06-30 | $711k | 28k | 25.45 |
| 2023-03-31 | $808k | 33k | 24.79 |
| 2022-12-31 | $807k | 35k | 23.17 |
| 2022-09-30 | $1.0M | 53k | 19.76 |
| 2022-06-30 | $1.2M | 56k | 22.18 |
| 2022-03-31 | $1.3M | 50k | 25.44 |