Ishares Tr msci usavalfct shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 17k | 125.05 |
| 2025-06-30 | $1.6M | 14k | 113.21 |
| 2025-03-31 | $1.3M | 12k | 106.65 |
| 2024-12-31 | $1.4M | 13k | 105.61 |
| 2024-09-30 | $1.4M | 13k | 109.04 |
| 2024-06-30 | $1.3M | 13k | 103.46 |
| 2024-03-31 | $1.4M | 13k | 108.31 |
| 2023-12-31 | $1.3M | 13k | 101.16 |
| 2023-09-30 | $1.2M | 14k | 90.72 |
| 2023-06-30 | $1.2M | 13k | 93.79 |
| 2023-03-31 | $1.2M | 13k | 92.59 |
| 2022-12-31 | $1.3M | 14k | 91.14 |
| 2022-09-30 | $1.6M | 20k | 81.84 |
| 2022-06-30 | $1.3M | 14k | 90.55 |
| 2022-03-31 | $1.4M | 13k | 104.61 |
| 2021-12-31 | $1.1M | 9.9k | 109.51 |
| 2021-09-30 | $619k | 6.2k | 100.65 |
| 2021-06-30 | $580k | 5.5k | 104.98 |
| 2021-03-31 | $598k | 5.8k | 102.43 |
| 2020-12-31 | $479k | 5.5k | 86.82 |