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iShares Russell Microcap Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Russell Microcap Index

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All positions including iShares Russell Microcap Index held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 59k 123.33
2024-06-30 $7.0M 61k 114.10
2024-03-31 $8.6M 71k 121.20
2023-12-31 $8.4M 73k 116.04
2023-09-30 $7.4M 74k 100.11
2023-06-30 $8.4M 77k 109.30
2023-03-31 $8.0M 77k 104.51
2022-12-31 $8.4M 78k 107.83
2022-09-30 $7.8M 76k 103.39
2022-06-30 $7.9M 76k 103.96
2022-03-31 $9.7M 75k 128.86
2021-12-31 $10M 74k 139.74
2021-09-30 $11M 73k 144.33
2021-06-30 $9.7M 64k 152.59
2021-03-31 $11M 73k 146.95
2020-12-31 $8.5M 72k 118.65
2020-09-30 $6.7M 74k 90.47
2020-06-30 $6.8M 78k 87.28
2020-03-31 $5.3M 79k 67.04
2019-12-31 $8.2M 82k 99.49
2019-09-30 $7.5M 85k 88.14
2019-06-30 $8.2M 88k 93.19
2019-03-31 $8.3M 90k 92.76
2018-12-31 $7.6M 93k 82.45
2018-09-30 $9.9M 94k 106.30
2018-06-30 $10M 95k 105.62
2018-03-31 $9.1M 95k 96.05
2017-12-31 $9.0M 94k 95.71
2017-09-30 $9.1M 97k 94.45
2017-06-30 $9.3M 105k 88.93
2017-03-31 $9.7M 113k 85.70
2016-12-31 $9.3M 109k 85.23
2016-09-30 $9.0M 117k 76.70
2016-06-30 $8.6M 122k 71.02
2016-03-31 $9.4M 138k 67.92
2015-12-31 $26M 361k 72.10
2015-09-30 $27M 382k 69.75
2015-06-30 $22M 270k 81.53
2015-03-31 $22M 273k 79.08
2014-12-31 $16M 203k 76.98
2014-09-30 $11M 154k 69.52
2014-06-30 $2.3M 30k 76.11
2014-03-31 $2.8M 36k 77.30
2013-12-31 $2.3M 30k 75.11
2013-09-30 $1.8M 26k 68.47
2013-06-30 $1.7M 27k 61.73
2012-12-31 $1.3M 25k 52.31
2012-09-30 $1.3M 24k 52.83
2012-06-30 $1.2M 24k 50.02
2011-12-31 $1.1M 25k 44.66

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index