iShares Russell 2000 Value Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Russell 2000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Value Index held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Value Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 77k | 166.82 |
| 2024-06-30 | $13M | 85k | 152.29 |
| 2024-03-31 | $13M | 83k | 158.81 |
| 2023-12-31 | $12M | 79k | 155.33 |
| 2023-09-30 | $9.0M | 66k | 135.55 |
| 2023-06-30 | $9.5M | 68k | 140.80 |
| 2023-03-31 | $14M | 98k | 137.02 |
| 2022-12-31 | $14M | 102k | 138.67 |
| 2022-09-30 | $12M | 90k | 128.93 |
| 2022-06-30 | $15M | 109k | 136.15 |
| 2022-03-31 | $15M | 91k | 161.40 |
| 2021-12-31 | $4.3M | 26k | 166.07 |
| 2021-09-30 | $4.5M | 28k | 160.22 |
| 2021-06-30 | $5.2M | 32k | 165.78 |
| 2021-03-31 | $4.4M | 27k | 159.47 |
| 2020-12-31 | $3.9M | 30k | 131.74 |
| 2020-09-30 | $2.3M | 24k | 99.34 |
| 2020-06-30 | $1.9M | 19k | 97.48 |
| 2020-03-31 | $1.9M | 23k | 82.02 |
| 2019-12-31 | $3.7M | 29k | 128.57 |
| 2019-09-30 | $3.2M | 27k | 119.42 |
| 2019-06-30 | $3.2M | 27k | 120.52 |
| 2019-03-31 | $3.1M | 26k | 119.90 |
| 2018-12-31 | $2.8M | 26k | 107.56 |
| 2018-09-30 | $3.3M | 25k | 133.00 |
| 2018-06-30 | $3.0M | 23k | 131.94 |
| 2018-03-31 | $2.5M | 20k | 121.90 |
| 2017-12-31 | $2.7M | 22k | 125.76 |
| 2017-09-30 | $2.4M | 20k | 124.13 |
| 2017-06-30 | $2.1M | 17k | 118.86 |
| 2017-03-31 | $2.3M | 19k | 118.17 |
| 2016-12-31 | $2.2M | 19k | 118.96 |
| 2016-09-30 | $1.8M | 18k | 104.77 |
| 2016-06-30 | $1.3M | 13k | 97.33 |
| 2016-03-31 | $1.3M | 14k | 93.15 |
| 2015-12-31 | $1.2M | 14k | 91.96 |
| 2015-09-30 | $1.1M | 13k | 90.13 |
| 2015-06-30 | $1.5M | 15k | 101.96 |
| 2015-03-31 | $1.2M | 12k | 103.23 |
| 2014-12-31 | $1.1M | 11k | 101.71 |
| 2014-09-30 | $842k | 9.0k | 93.52 |
| 2014-06-30 | $899k | 8.7k | 103.24 |
| 2014-03-31 | $685k | 6.8k | 100.82 |
| 2013-12-31 | $653k | 6.6k | 99.48 |
| 2013-09-30 | $510k | 5.6k | 91.63 |
| 2013-06-30 | $533k | 6.2k | 85.88 |
| 2012-12-31 | $475k | 6.3k | 75.58 |
| 2012-09-30 | $457k | 6.2k | 74.01 |
| 2012-06-30 | $455k | 6.5k | 70.38 |
| 2011-12-31 | $411k | 6.3k | 65.70 |
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index