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iShares Dow Jones US Technology shares owned by Creative Planning

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

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

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All positions including iShares Dow Jones US Technology 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 Technology by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 110k 122.75
2023-09-30 $11M 107k 104.92
2023-06-30 $12M 108k 108.87
2023-03-31 $9.9M 107k 92.81
2022-12-31 $8.0M 108k 74.49
2022-09-30 $7.6M 104k 73.37
2022-06-30 $7.9M 99k 79.95
2022-03-31 $10M 99k 103.04
2021-12-31 $11M 96k 114.82
2021-09-30 $10M 100k 101.26
2021-06-30 $10M 104k 99.40
2021-03-31 $9.8M 112k 87.70
2020-12-31 $9.8M 115k 85.08
2020-09-30 $8.2M 27k 301.05
2020-06-30 $6.5M 24k 269.80
2020-03-31 $8.0M 39k 204.40
2019-12-31 $5.7M 25k 232.60
2019-09-30 $4.6M 23k 204.24
2019-06-30 $4.4M 22k 197.87
2019-03-31 $4.1M 22k 190.58
2018-12-31 $3.6M 23k 159.95
2018-09-30 $4.4M 23k 194.02
2018-06-30 $4.2M 23k 178.29
2018-03-31 $3.7M 22k 168.22
2017-12-31 $3.5M 22k 162.78
2017-09-30 $3.3M 22k 149.93
2017-06-30 $3.0M 22k 139.73
2017-03-31 $2.7M 20k 135.17
2016-12-31 $2.4M 20k 120.23
2016-09-30 $2.0M 17k 118.98
2016-06-30 $1.7M 16k 105.31
2016-03-31 $1.6M 15k 108.52
2015-12-31 $1.6M 15k 107.00
2015-09-30 $1.4M 15k 98.90
2015-06-30 $1.4M 13k 104.68
2015-03-31 $1.6M 15k 104.95
2014-12-31 $1.6M 16k 104.41
2014-09-30 $1.6M 16k 100.74
2014-06-30 $1.4M 14k 96.85
2014-03-31 $1.3M 14k 91.04
2013-12-31 $1.1M 12k 88.48
2013-09-30 $919k 12k 78.77
2013-06-30 $826k 11k 73.64
2012-12-31 $967k 14k 70.70
2012-09-30 $80k 1.1k 75.83
2012-06-30 $90k 1.3k 71.60
2011-12-31 $10k 155 64.52

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 Technology

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Envestnet Portfolio Solutions
Wells Fargo & Company
CWM
Advisor Group Holdings
Park Avenue Securities
Royal Bank of Canada
Raymond James Financial Services Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James & Associates
Bank of New York Mellon
RiverFront Investment Group

View all funds holding iShares Dow Jones US Technology