iShares Russell Midcap Value Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 123k | 139.67 |
| 2025-06-30 | $17M | 126k | 132.14 |
| 2025-03-31 | $14M | 110k | 125.97 |
| 2024-12-31 | $15M | 112k | 129.34 |
| 2024-09-30 | $12M | 94k | 132.25 |
| 2024-06-30 | $12M | 96k | 120.74 |
| 2024-03-31 | $12M | 97k | 125.33 |
| 2023-12-31 | $12M | 101k | 116.29 |
| 2023-09-30 | $11M | 100k | 104.34 |
| 2023-06-30 | $11M | 101k | 109.84 |
| 2023-03-31 | $9.8M | 92k | 106.20 |
| 2022-12-31 | $11M | 104k | 105.34 |
| 2022-09-30 | $9.8M | 102k | 96.05 |
| 2022-06-30 | $10M | 99k | 101.57 |
| 2022-03-31 | $9.4M | 78k | 119.63 |
| 2021-12-31 | $9.4M | 77k | 122.38 |
| 2021-09-30 | $7.9M | 70k | 113.25 |
| 2021-06-30 | $7.2M | 63k | 114.98 |
| 2021-03-31 | $7.9M | 72k | 109.30 |
| 2020-12-31 | $6.5M | 67k | 96.97 |
| 2020-09-30 | $5.6M | 69k | 80.85 |
| 2020-06-30 | $3.9M | 51k | 76.54 |
| 2020-03-31 | $2.8M | 43k | 64.10 |
| 2019-12-31 | $4.4M | 46k | 94.78 |
| 2019-09-30 | $3.8M | 42k | 89.69 |
| 2019-06-30 | $3.6M | 41k | 89.13 |
| 2019-03-31 | $3.5M | 40k | 86.85 |
| 2018-12-31 | $3.3M | 43k | 76.35 |
| 2018-09-30 | $3.7M | 41k | 90.25 |
| 2018-06-30 | $3.1M | 35k | 88.49 |
| 2018-03-31 | $3.0M | 35k | 86.44 |
| 2017-12-31 | $2.9M | 33k | 89.14 |
| 2017-09-30 | $2.7M | 32k | 84.93 |
| 2017-06-30 | $2.4M | 28k | 84.10 |
| 2017-03-31 | $2.6M | 31k | 82.99 |
| 2016-12-31 | $2.1M | 26k | 80.42 |
| 2016-09-30 | $2.0M | 26k | 76.76 |
| 2016-06-30 | $2.0M | 26k | 74.31 |
| 2016-03-31 | $1.7M | 25k | 70.93 |
| 2015-12-31 | $1.8M | 27k | 68.67 |
| 2015-09-30 | $2.1M | 31k | 67.09 |
| 2015-06-30 | $2.0M | 28k | 73.75 |
| 2015-03-31 | $1.9M | 25k | 75.26 |
| 2014-12-31 | $2.0M | 27k | 73.77 |
| 2014-09-30 | $2.5M | 36k | 69.99 |
| 2014-06-30 | $2.5M | 34k | 72.60 |
| 2014-03-31 | $2.2M | 32k | 68.74 |
| 2013-12-31 | $2.1M | 32k | 65.71 |
| 2013-09-30 | $1.8M | 29k | 60.89 |
| 2013-06-30 | $685k | 12k | 57.96 |
| 2012-12-31 | $205k | 4.1k | 50.33 |
| 2012-09-30 | $131k | 2.7k | 48.81 |
| 2012-06-30 | $108k | 2.3k | 46.47 |
| 2011-12-31 | $34k | 778 | 43.70 |
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