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iShares Russell 1000 Value Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value 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 1000 Value Index by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $107M 524k 203.59
2025-06-30 $105M 541k 194.23
2025-03-31 $101M 536k 188.11
2024-12-31 $98M 532k 185.13
2024-09-30 $100M 525k 189.80
2024-06-30 $91M 521k 174.47
2024-03-31 $94M 524k 179.11
2023-12-31 $86M 523k 165.25
2023-09-30 $74M 485k 151.82
2023-06-30 $78M 497k 157.83
2023-03-31 $78M 509k 152.26
2022-12-31 $82M 538k 151.65
2022-09-30 $73M 540k 135.99
2022-06-30 $86M 591k 144.97
2022-03-31 $84M 508k 165.98
2021-12-31 $86M 509k 167.93
2021-09-30 $80M 510k 156.51
2021-06-30 $84M 529k 158.62
2021-03-31 $126M 830k 151.55
2020-12-31 $115M 842k 136.73
2020-09-30 $58M 488k 118.13
2020-06-30 $84M 743k 112.62
2020-03-31 $37M 373k 99.18
2019-12-31 $48M 354k 136.48
2019-09-30 $45M 348k 128.26
2019-06-30 $43M 341k 127.22
2019-03-31 $42M 340k 123.49
2018-12-31 $37M 331k 111.05
2018-09-30 $43M 339k 126.62
2018-06-30 $41M 337k 121.38
2018-03-31 $40M 334k 119.96
2017-12-31 $41M 333k 124.34
2017-09-30 $39M 325k 118.51
2017-06-30 $37M 318k 116.43
2017-03-31 $35M 304k 114.94
2016-12-31 $33M 293k 112.03
2016-09-30 $31M 294k 105.62
2016-06-30 $30M 287k 103.23
2016-03-31 $30M 307k 98.82
2015-12-31 $33M 337k 97.85
2015-09-30 $31M 334k 93.27
2015-06-30 $4.4M 43k 103.15
2015-03-31 $4.4M 42k 103.07
2014-12-31 $4.0M 39k 104.40
2014-09-30 $3.2M 32k 100.08
2014-06-30 $3.1M 31k 101.28
2014-03-31 $2.7M 28k 96.50
2013-12-31 $2.7M 28k 94.17
2013-09-30 $2.0M 23k 86.19
2013-06-30 $1.6M 19k 83.79
2012-12-31 $950k 13k 72.82
2012-09-30 $859k 12k 72.18
2012-06-30 $869k 13k 68.23
2011-12-31 $298k 4.7k 63.49

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index