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iShares Russell Midcap Value Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 97k 125.33
2023-12-31 $12M 101k 116.29
2023-09-30 $11M 100k 104.34
2023-06-30 $11M 101k 109.84
2023-03-31 $9.8M 92k 106.20
2022-12-31 $11M 104k 105.34
2022-09-30 $9.8M 102k 96.05
2022-06-30 $10M 99k 101.57
2022-03-31 $9.4M 78k 119.63
2021-12-31 $9.4M 77k 122.38
2021-09-30 $7.9M 70k 113.25
2021-06-30 $7.2M 63k 114.98
2021-03-31 $7.9M 72k 109.30
2020-12-31 $6.5M 67k 96.97
2020-09-30 $5.6M 69k 80.85
2020-06-30 $3.9M 51k 76.54
2020-03-31 $2.8M 43k 64.10
2019-12-31 $4.4M 46k 94.78
2019-09-30 $3.8M 42k 89.69
2019-06-30 $3.6M 41k 89.13
2019-03-31 $3.5M 40k 86.85
2018-12-31 $3.3M 43k 76.35
2018-09-30 $3.7M 41k 90.25
2018-06-30 $3.1M 35k 88.49
2018-03-31 $3.0M 35k 86.44
2017-12-31 $2.9M 33k 89.14
2017-09-30 $2.7M 32k 84.93
2017-06-30 $2.4M 28k 84.10
2017-03-31 $2.6M 31k 82.99
2016-12-31 $2.1M 26k 80.42
2016-09-30 $2.0M 26k 76.76
2016-06-30 $2.0M 26k 74.31
2016-03-31 $1.7M 25k 70.93
2015-12-31 $1.8M 27k 68.67
2015-09-30 $2.1M 31k 67.09
2015-06-30 $2.0M 28k 73.75
2015-03-31 $1.9M 25k 75.26
2014-12-31 $2.0M 27k 73.77
2014-09-30 $2.5M 36k 69.99
2014-06-30 $2.5M 34k 72.60
2014-03-31 $2.2M 32k 68.74
2013-12-31 $2.1M 32k 65.71
2013-09-30 $1.8M 29k 60.89
2013-06-30 $685k 12k 57.96
2012-12-31 $205k 4.1k 50.33
2012-09-30 $131k 2.7k 48.81
2012-06-30 $108k 2.3k 46.47
2011-12-31 $34k 778 43.70

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Morgan Stanley
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
ZB

View all funds holding iShares Russell Midcap Value Index