ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 605,575 Value ($000) $149,068 Avg Close Range
Q3 2025
Shares 568,709 Value ($000) $137,605 Avg Close Range
Q2 2025
Shares 567,965 Value ($000) $122,561 Avg Close Range
Q1 2025
Shares 603,746 Value ($000) $120,441 Avg Close Range
Q4 2024
Shares 593,418 Value ($000) $131,122 Avg Close Range
Q3 2024
Shares 560,710 Value ($000) $123,493 Avg Close Range
Q2 2024
Shares 574,787 Value ($000) $116,619 Avg Close Range
Q1 2024
Shares 571,852 Value ($000) $120,260 Avg Close Range
Q4 2023
Shares 591,281 Value ($000) $118,676 Avg Close Range
Q3 2023
Shares 590,635 Value ($000) $104,389 Avg Close Range
Q2 2023
Shares 544,015 Value ($000) $101,878 Avg Close Range
Q1 2023
Shares 557,007 Value ($000) $99,370 Avg Close Range
Q4 2022
Shares 584,238 Value ($000) $101,868 Avg Close Range
Q3 2022
Shares 618,697 Value ($000) $102,036 Avg Close Range
Q2 2022
Shares 747,865 Value ($000) $126,658 Avg Close Range
Q1 2022
Shares 454,837 Value ($000) $93,365 Avg Close Range
Q4 2021
Shares 313,708 Value ($000) $69,784 Avg Close Range
Q3 2021
Shares 270,644 Value ($000) $59,203 Avg Close Range
Q2 2021
Shares 325,495 Value ($000) $74,659 Avg Close Range
Q1 2021
Shares 182,791 Value ($000) $40,386 Avg Close Range
Q4 2020
Shares 161,899 Value ($000) $31,742 Avg Close Range
Q3 2020
Shares 158,448 Value ($000) $23,734 Avg Close Range
Q2 2020
Shares 146,475 Value ($000) $20,972 Avg Close Range
Q1 2020
Shares 155,743 Value ($000) $17,826 Avg Close Range
Q4 2019
Shares 165,189 Value ($000) $27,367 Avg Close Range
Q3 2019
Shares 161,943 Value ($000) $24,508 Avg Close Range
Q2 2019
Shares 138,672 Value ($000) $21,564 Avg Close Range
Q1 2019
Shares 128,066 Value ($000) $19,606 Avg Close Range
Q4 2018
Shares 122,312 Value ($000) $16,378 Avg Close Range
Q3 2018
Shares 101,862 Value ($000) $17,169 Avg Close Range
Q2 2018
Shares 72,627 Value ($000) $11,894 Avg Close Range
Q1 2018
Shares 68,293 Value ($000) $10,369 Avg Close Range
Q4 2017
Shares 65,397 Value ($000) $9,970 Avg Close Range
Q3 2017
Shares 61,307 Value ($000) $9,084 Avg Close Range
Q2 2017
Shares 51,935 Value ($000) $7,319 Avg Close Range
Q1 2017
Shares 56,499 Value ($000) $7,767 Avg Close Range
Q4 2016
Shares 50,573 Value ($000) $6,820 Avg Close Range
Q3 2016
Shares 44,833 Value ($000) $5,569 Avg Close Range
Q2 2016
Shares 38,810 Value ($000) $4,462 Avg Close Range
Q1 2016
Shares 57,681 Value ($000) $6,381 Avg Close Range
Q4 2015
Shares 70,224 Value ($000) $7,909 Avg Close Range
Q3 2015
Shares 62,090 Value ($000) $6,780 Avg Close Range
Q2 2015
Shares 61,685 Value ($000) $7,702 Avg Close Range
Q1 2015
Shares 36,773 Value ($000) $4,573 Avg Close Range
Q4 2014
Shares 29,217 Value ($000) $3,495 Avg Close Range
Q3 2014
Shares 28,417 Value ($000) $3,107 Avg Close Range
Q2 2014
Shares 26,895 Value ($000) $3,195 Avg Close Range
Q1 2014
Shares 22,312 Value ($000) $2,596 Avg Close Range
Q4 2013
Shares 20,678 Value ($000) $2,385 Avg Close Range
Q3 2013
Shares 19,262 Value ($000) $2,053 Avg Close Range
Q2 2013
Shares 18,840 Value ($000) $1,827 Avg Close Range