Ishares Tr rusel 2500 etf shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $665k | 8.9k | 74.94 |
| 2025-09-30 | $917k | 12k | 73.73 |
| 2025-06-30 | $826k | 12k | 67.78 |
| 2025-03-31 | $950k | 15k | 62.54 |
| 2024-12-31 | $880k | 13k | 68.00 |
| 2024-09-30 | $842k | 12k | 67.73 |
| 2024-06-30 | $793k | 13k | 62.60 |
| 2024-03-31 | $857k | 13k | 65.61 |
| 2023-12-31 | $804k | 13k | 61.57 |
| 2023-09-30 | $719k | 13k | 54.51 |
| 2023-06-30 | $780k | 14k | 57.47 |
| 2023-03-31 | $724k | 13k | 54.82 |
| 2022-12-31 | $835k | 16k | 53.14 |
| 2022-09-30 | $583k | 12k | 49.78 |
| 2022-06-30 | $609k | 12k | 51.63 |
| 2022-03-31 | $676k | 11k | 62.38 |
| 2021-12-31 | $497k | 7.5k | 66.38 |
| 2021-09-30 | $481k | 7.5k | 64.24 |
| 2021-06-30 | $496k | 7.5k | 66.25 |
| 2021-03-31 | $482k | 7.7k | 62.85 |