Ishares Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $379k | 7.7k | 49.08 |
| 2024-06-30 | $338k | 7.3k | 46.58 |
| 2024-03-31 | $325k | 7.2k | 45.15 |
| 2023-12-31 | $568k | 14k | 39.82 |
| 2021-12-31 | $255k | 6.5k | 39.47 |
| 2021-09-30 | $233k | 6.5k | 36.06 |
| 2021-06-30 | $235k | 6.5k | 36.37 |