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iShares Dow Jones US Financial shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 15k 103.90
2024-06-30 $1.4M 15k 94.57
2024-03-31 $1.4M 15k 95.65
2023-12-31 $1.4M 16k 85.41
2023-09-30 $1.2M 17k 74.76
2023-06-30 $1.2M 15k 74.61
2023-03-31 $1.1M 15k 71.14
2022-12-31 $1.2M 16k 75.47
2022-09-30 $1.0M 16k 67.55
2022-06-30 $1.1M 16k 70.00
2022-03-31 $1.3M 16k 84.58
2021-12-31 $1.2M 14k 86.72
2021-09-30 $1.1M 13k 82.56
2021-06-30 $1.1M 14k 81.03
2021-03-31 $1.2M 16k 74.88
2020-12-31 $702k 11k 66.81
2020-09-30 $609k 5.4k 113.49
2020-06-30 $526k 4.8k 110.23
2020-03-31 $349k 3.6k 97.40
2019-12-31 $518k 3.8k 137.66
2019-09-30 $439k 3.4k 128.81
2019-06-30 $462k 3.7k 125.68
2019-03-31 $844k 7.1k 118.14
2018-12-31 $1.0M 9.7k 106.42
2018-09-30 $1.2M 9.8k 121.44
2018-06-30 $1.1M 9.8k 117.18
2018-03-31 $1.2M 9.9k 117.85
2017-12-31 $1.2M 9.8k 119.47
2017-09-30 $658k 5.9k 112.08
2017-06-30 $595k 5.5k 107.54
2017-03-31 $432k 4.2k 103.97
2016-12-31 $374k 3.7k 101.58
2016-09-30 $350k 3.9k 90.00
2016-06-30 $307k 3.6k 85.85
2016-03-31 $303k 3.6k 84.73
2015-12-31 $331k 3.8k 88.27
2015-09-30 $345k 4.1k 84.15
2015-03-31 $687k 7.7k 88.99
2014-12-31 $670k 7.4k 90.16
2014-09-30 $77k 924 83.33
2014-06-30 $79k 955 82.72
2014-03-31 $179k 2.2k 81.55
2013-12-31 $92k 1.1k 80.28
2013-09-30 $115k 1.6k 73.48
2013-06-30 $68k 950 71.58
2012-12-31 $60k 982 61.10
2012-09-30 $70k 1.2k 57.90
2012-06-30 $72k 1.3k 55.21
2011-12-31 $82k 1.7k 49.13

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial