Ishares Tr edge msci minm shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr edge msci minm
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Quarterly reported holdings in Ishares Tr edge msci minm by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 90k | 40.80 |
| 2024-06-30 | $3.4M | 90k | 37.29 |
| 2024-03-31 | $3.4M | 90k | 37.45 |
| 2023-12-31 | $3.3M | 93k | 35.69 |
| 2023-09-30 | $3.3M | 101k | 33.05 |
| 2023-06-30 | $3.5M | 103k | 34.28 |
| 2023-03-31 | $3.6M | 103k | 34.68 |
| 2022-12-31 | $3.6M | 105k | 34.60 |
| 2022-09-30 | $3.4M | 105k | 31.91 |
| 2022-06-30 | $3.7M | 108k | 34.07 |
| 2022-03-31 | $4.1M | 109k | 37.18 |
| 2021-12-31 | $4.3M | 109k | 39.09 |
| 2021-09-30 | $4.0M | 108k | 37.08 |
| 2021-06-30 | $4.1M | 109k | 38.04 |
| 2021-03-31 | $3.9M | 106k | 36.85 |
| 2020-12-31 | $3.6M | 108k | 33.89 |
| 2020-09-30 | $3.2M | 111k | 29.22 |