iShares Dow Jones US Consumer Goods shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Dow Jones US Consumer Goods
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All positions including iShares Dow Jones US Consumer Goods held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 23k | 70.57 |
2024-06-30 | $1.7M | 25k | 65.75 |
2024-03-31 | $1.7M | 25k | 67.63 |
2023-12-31 | $1.6M | 8.2k | 191.72 |
2023-09-30 | $1.9M | 9.9k | 186.51 |
2023-06-30 | $2.0M | 10k | 200.29 |
2023-03-31 | $2.0M | 10k | 199.23 |
2022-12-31 | $2.0M | 9.9k | 202.78 |
2022-09-30 | $1.8M | 9.8k | 179.83 |
2022-06-30 | $1.9M | 9.9k | 194.91 |
2022-03-31 | $887k | 4.4k | 200.32 |
2021-12-31 | $314k | 1.6k | 200.00 |
2021-09-30 | $248k | 1.4k | 179.84 |
2021-06-30 | $266k | 1.4k | 184.08 |
2021-03-31 | $229k | 1.3k | 176.83 |
2020-12-31 | $239k | 1.4k | 173.19 |
2020-09-30 | $206k | 1.4k | 149.28 |
2017-06-30 | $187k | 1.5k | 121.98 |
2017-03-31 | $197k | 1.7k | 118.89 |
2016-12-31 | $164k | 1.5k | 110.66 |
2016-09-30 | $169k | 1.5k | 114.04 |
2016-06-30 | $142k | 1.2k | 115.26 |
2016-03-31 | $145k | 1.3k | 112.40 |
2015-12-31 | $134k | 1.2k | 108.77 |
2015-09-30 | $126k | 1.2k | 102.27 |
2015-03-31 | $130k | 1.2k | 105.52 |
2014-12-31 | $131k | 1.2k | 105.14 |
2014-09-30 | $123k | 1.2k | 98.72 |
2014-06-30 | $124k | 1.2k | 99.52 |
2014-03-31 | $117k | 1.2k | 94.97 |
2013-12-31 | $118k | 1.2k | 95.78 |
2013-09-30 | $110k | 1.2k | 89.29 |
2013-06-30 | $107k | 1.2k | 86.85 |
2012-12-31 | $92k | 1.2k | 74.68 |
2012-09-30 | $92k | 1.2k | 74.68 |
2012-06-30 | $88k | 1.2k | 71.43 |
2011-12-31 | $64k | 932 | 68.67 |
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