iShares S&P 500 Growth Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79M | 650k | 120.72 |
| 2025-06-30 | $71M | 642k | 110.10 |
| 2025-03-31 | $61M | 659k | 92.83 |
| 2024-12-31 | $59M | 576k | 101.53 |
| 2024-09-30 | $49M | 506k | 95.75 |
| 2024-06-30 | $45M | 490k | 92.54 |
| 2024-03-31 | $41M | 488k | 84.44 |
| 2023-12-31 | $37M | 490k | 75.10 |
| 2023-09-30 | $33M | 489k | 68.42 |
| 2023-06-30 | $33M | 465k | 70.48 |
| 2023-03-31 | $31M | 492k | 63.89 |
| 2022-12-31 | $30M | 505k | 58.50 |
| 2022-09-30 | $26M | 442k | 57.85 |
| 2022-06-30 | $28M | 463k | 60.35 |
| 2022-03-31 | $32M | 416k | 76.38 |
| 2021-12-31 | $35M | 413k | 83.67 |
| 2021-09-30 | $31M | 416k | 73.91 |
| 2021-06-30 | $31M | 420k | 72.73 |
| 2021-03-31 | $32M | 495k | 65.11 |
| 2020-12-31 | $32M | 497k | 63.82 |
| 2020-09-30 | $29M | 123k | 231.08 |
| 2020-06-30 | $25M | 118k | 207.49 |
| 2020-03-31 | $21M | 126k | 165.05 |
| 2019-12-31 | $25M | 130k | 193.64 |
| 2019-09-30 | $24M | 132k | 180.03 |
| 2019-06-30 | $23M | 129k | 179.24 |
| 2019-03-31 | $9.3M | 54k | 172.36 |
| 2018-12-31 | $7.9M | 52k | 150.67 |
| 2018-09-30 | $9.0M | 51k | 177.17 |
| 2018-06-30 | $7.5M | 46k | 162.60 |
| 2018-03-31 | $6.4M | 42k | 155.07 |
| 2017-12-31 | $5.7M | 37k | 152.76 |
| 2017-09-30 | $5.4M | 38k | 143.42 |
| 2017-06-30 | $4.3M | 31k | 136.84 |
| 2017-03-31 | $3.5M | 27k | 131.51 |
| 2016-12-31 | $3.4M | 28k | 121.78 |
| 2016-09-30 | $2.9M | 24k | 121.66 |
| 2016-06-30 | $2.5M | 21k | 116.56 |
| 2016-03-31 | $2.4M | 20k | 115.91 |
| 2015-12-31 | $2.9M | 25k | 115.81 |
| 2015-09-30 | $2.3M | 22k | 107.82 |
| 2015-06-30 | $2.3M | 20k | 113.86 |
| 2015-03-31 | $2.0M | 18k | 113.92 |
| 2014-12-31 | $2.0M | 18k | 111.60 |
| 2014-09-30 | $1.7M | 16k | 106.83 |
| 2014-06-30 | $1.1M | 11k | 105.19 |
| 2014-03-31 | $1.1M | 11k | 99.84 |
| 2013-12-31 | $973k | 9.9k | 98.74 |
| 2013-09-30 | $949k | 11k | 89.38 |
| 2013-06-30 | $713k | 8.5k | 84.01 |
| 2012-12-31 | $429k | 5.7k | 75.66 |
| 2012-09-30 | $521k | 6.7k | 77.87 |
| 2012-06-30 | $387k | 5.3k | 73.55 |
| 2011-12-31 | $132k | 2.0k | 67.59 |