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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.1M | 16k | 126.64 |
| 2025-06-30 | $1.8M | 15k | 120.99 |
| 2025-03-31 | $1.7M | 15k | 112.85 |
| 2024-12-31 | $1.7M | 15k | 110.58 |
| 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 |
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