iShares S&P Global Financials Sect. shares owned by Creative Planning
Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares S&P Global Financials Sect.
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Quarterly reported holdings in iShares S&P Global Financials Sect. by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $503k | 4.2k | 120.79 |
| 2025-09-30 | $572k | 4.9k | 116.67 |
| 2025-06-30 | $539k | 4.9k | 110.82 |
| 2025-03-31 | $501k | 4.9k | 103.02 |
| 2024-12-31 | $536k | 5.6k | 96.06 |
| 2024-09-30 | $479k | 5.1k | 94.58 |
| 2024-06-30 | $431k | 5.1k | 85.07 |
| 2024-03-31 | $234k | 2.7k | 86.64 |
| 2023-12-31 | $212k | 2.7k | 78.58 |
| 2023-06-30 | $206k | 2.9k | 71.54 |
| 2022-12-31 | $203k | 2.9k | 70.28 |
| 2022-03-31 | $216k | 2.7k | 79.47 |
| 2021-12-31 | $229k | 2.9k | 80.15 |
| 2017-06-30 | $47k | 749 | 62.75 |
| 2017-03-31 | $37k | 603 | 61.36 |
| 2016-12-31 | $35k | 603 | 58.04 |
| 2016-09-30 | $31k | 603 | 51.41 |
| 2016-06-30 | $29k | 603 | 48.09 |
| 2016-03-31 | $30k | 603 | 49.75 |
| 2015-12-31 | $32k | 603 | 53.07 |
| 2015-09-30 | $38k | 748 | 50.80 |
| 2015-03-31 | $34k | 600 | 56.67 |
| 2014-12-31 | $28k | 500 | 56.00 |
| 2014-09-30 | $48k | 861 | 55.75 |
| 2014-06-30 | $50k | 866 | 57.74 |
| 2014-03-31 | $28k | 500 | 56.00 |
| 2013-12-31 | $28k | 500 | 56.00 |
| 2013-09-30 | $26k | 500 | 52.00 |
| 2013-06-30 | $24k | 500 | 48.00 |
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