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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
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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Goldman Sachs Group
UBS Group
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding iShares Dow Jones US Financial