iShares Russell 2000 Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 611k | 3.07 |
| 2023-09-30 | $104M | 591k | 176.74 |
| 2023-06-30 | $2.7M | 544k | 4.98 |
| 2023-03-31 | $100M | 559k | 178.40 |
| 2022-12-31 | $102M | 586k | 174.36 |
| 2022-09-30 | $22M | 639k | 34.60 |
| 2022-06-30 | $127M | 749k | 169.36 |
| 2022-03-31 | $481k | 457k | 1.05 |
| 2021-12-31 | $70M | 314k | 222.45 |
| 2021-09-30 | $59M | 271k | 218.75 |
| 2021-06-30 | $75M | 326k | 229.37 |
| 2021-03-31 | $42M | 189k | 220.94 |
| 2020-12-31 | $33M | 169k | 196.06 |
| 2020-09-30 | $25M | 168k | 149.79 |
| 2020-06-30 | $22M | 154k | 143.18 |
| 2020-03-31 | $18M | 161k | 114.46 |
| 2019-12-31 | $28M | 170k | 165.67 |
| 2019-09-30 | $25M | 162k | 151.34 |
| 2019-06-30 | $22M | 139k | 155.50 |
| 2019-03-31 | $20M | 128k | 153.09 |
| 2018-12-31 | $252k | 126k | 2.00 |
| 2018-09-30 | $18M | 104k | 168.55 |
| 2018-06-30 | $12M | 74k | 163.77 |
| 2018-03-31 | $10M | 68k | 151.83 |
| 2017-12-31 | $10M | 65k | 152.45 |
| 2017-09-30 | $9.1M | 61k | 148.17 |
| 2017-06-30 | $7.4M | 52k | 140.93 |
| 2017-03-31 | $8.1M | 59k | 137.47 |
| 2016-12-31 | $7.2M | 53k | 134.85 |
| 2016-09-30 | $5.8M | 46k | 124.22 |
| 2016-06-30 | $4.9M | 43k | 114.97 |
| 2016-03-31 | $6.6M | 60k | 110.63 |
| 2015-12-31 | $8.4M | 74k | 112.62 |
| 2015-09-30 | $0 | 64k | 0.00 |
| 2015-06-30 | $7.7M | 62k | 124.86 |
| 2015-03-31 | $5.0M | 40k | 124.36 |
| 2014-12-31 | $3.7M | 31k | 119.62 |
| 2014-09-30 | $3.2M | 29k | 109.34 |
| 2014-06-30 | $3.2M | 27k | 118.80 |
| 2014-03-31 | $2.8M | 24k | 116.35 |
| 2013-12-31 | $2.4M | 21k | 115.34 |
| 2013-09-30 | $2.1M | 19k | 106.58 |
| 2013-06-30 | $1.8M | 19k | 96.97 |
| 2012-12-31 | $1.6M | 19k | 84.34 |
| 2012-09-30 | $1.2M | 15k | 83.42 |
| 2012-06-30 | $1.1M | 14k | 79.53 |
| 2011-12-31 | $909k | 12k | 73.76 |