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Ishares Tr us tech brkthr shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares Tr us tech brkthr (TECB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ishares Tr us tech brkthr

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All positions including Ishares Tr us tech brkthr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us tech brkthr by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 4.7k 60.88
2025-09-30 $213k 3.5k 60.36
2025-03-31 $215k 4.4k 48.90
2024-12-31 $209k 3.9k 53.19

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Series Trust State Street Spd (SPMD)
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Vanguard Index Fds Mid Cap Etf (VO)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Ishares Tr us tech brkthr

Financial Engines Advisors L.L.C
NorthRock Partners
Northwestern Mutual Wealth Management Company
LPL Financial
Citadel Advisors
Two Sigma Investments
Ameriprise Financial
Advisory Services Network
Gts Securities
Stonebridge Financial Planning Group
Valley National Advisers
Sheets Smith Wealth Management
Advisor Group Holdings
Raymond James Financial
Sigma Planning

View all funds holding Ishares Tr us tech brkthr