iShares Russell 3000 Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 35k | 326.73 |
| 2024-06-30 | $11M | 36k | 308.68 |
| 2024-03-31 | $11M | 36k | 300.08 |
| 2023-12-31 | $9.7M | 35k | 273.74 |
| 2023-09-30 | $8.0M | 33k | 245.06 |
| 2023-06-30 | $8.1M | 32k | 254.48 |
| 2023-03-31 | $7.3M | 31k | 235.41 |
| 2022-12-31 | $6.9M | 31k | 220.68 |
| 2022-09-30 | $6.6M | 32k | 207.03 |
| 2022-06-30 | $7.4M | 34k | 217.39 |
| 2022-03-31 | $9.1M | 35k | 262.38 |
| 2021-12-31 | $9.7M | 35k | 277.50 |
| 2021-09-30 | $9.1M | 36k | 254.86 |
| 2021-06-30 | $12M | 48k | 255.92 |
| 2021-03-31 | $5.4M | 23k | 237.25 |
| 2020-12-31 | $5.1M | 23k | 223.53 |
| 2020-09-30 | $4.0M | 21k | 195.70 |
| 2020-06-30 | $2.8M | 15k | 180.03 |
| 2020-03-31 | $1.2M | 8.3k | 148.31 |
| 2019-12-31 | $1.6M | 8.7k | 188.46 |
| 2019-09-30 | $1.5M | 8.8k | 173.71 |
| 2019-06-30 | $1.5M | 8.8k | 172.35 |
| 2019-03-31 | $1.4M | 8.5k | 166.73 |
| 2018-12-31 | $1.2M | 8.5k | 146.94 |
| 2018-09-30 | $1.5M | 8.6k | 172.28 |
| 2018-06-30 | $1.1M | 6.7k | 162.33 |
| 2018-03-31 | $535k | 3.4k | 156.30 |
| 2017-12-31 | $588k | 3.7k | 158.06 |
| 2017-09-30 | $547k | 3.7k | 149.25 |
| 2017-06-30 | $404k | 2.8k | 143.87 |
| 2017-03-31 | $345k | 2.5k | 139.85 |
| 2016-12-31 | $333k | 2.5k | 133.04 |
| 2016-09-30 | $333k | 2.6k | 128.18 |
| 2016-06-30 | $254k | 2.1k | 123.90 |
| 2016-03-31 | $294k | 2.4k | 120.69 |
| 2015-12-31 | $183k | 1.5k | 120.08 |
| 2015-09-30 | $182k | 1.6k | 113.82 |
| 2015-03-31 | $177k | 1.4k | 123.69 |
| 2014-12-31 | $111k | 910 | 121.98 |
| 2014-09-30 | $101k | 861 | 117.31 |
| 2014-06-30 | $260k | 2.2k | 117.65 |
| 2014-03-31 | $196k | 1.7k | 112.26 |
| 2013-12-31 | $88k | 797 | 110.41 |
| 2013-09-30 | $81k | 797 | 101.63 |
| 2013-06-30 | $78k | 806 | 96.77 |
| 2012-12-31 | $89k | 1.1k | 84.28 |
| 2012-09-30 | $25k | 290 | 86.21 |
| 2012-06-30 | $999 | 9 | 111.11 |
| 2011-12-31 | $19k | 251 | 75.70 |