ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 133,060 Value ($000) $13,644 Avg Close — Range —
Q3 2025
Shares 135,026 Value ($000) $13,496 Avg Close — Range —
Q2 2025
Shares 138,741 Value ($000) $13,129 Avg Close — Range —
Q1 2025
Shares 150,688 Value ($000) $13,907 Avg Close — Range —
Q4 2024
Shares 133,018 Value ($000) $12,316 Avg Close — Range —
Q3 2024
Shares 123,995 Value ($000) $11,840 Avg Close — Range —
Q2 2024
Shares 123,106 Value ($000) $10,849 Avg Close — Range —
Q1 2024
Shares 114,136 Value ($000) $10,322 Avg Close — Range —
Q4 2023
Shares 100,309 Value ($000) $8,459 Avg Close — Range —
Q3 2023
Shares 100,874 Value ($000) $7,527 Avg Close — Range —
Q2 2023
Shares 90,433 Value ($000) $7,077 Avg Close — Range —
Q1 2023
Shares 86,715 Value ($000) $6,398 Avg Close — Range —
Q4 2022
Shares 83,702 Value ($000) $5,912 Avg Close — Range —
Q3 2022
Shares 83,193 Value ($000) $5,209 Avg Close — Range —
Q2 2022
Shares 72,135 Value ($000) $4,824 Avg Close — Range —
Q1 2022
Shares 61,953 Value ($000) $4,700 Avg Close — Range —
Q4 2021
Shares 61,584 Value ($000) $4,701 Avg Close — Range —
Q3 2021
Shares 62,354 Value ($000) $4,420 Avg Close — Range —
Q2 2021
Shares 63,156 Value ($000) $4,545 Avg Close — Range —
Q1 2021
Shares 62,458 Value ($000) $4,303 Avg Close — Range —
Q4 2020
Shares 60,619 Value ($000) $3,770 Avg Close — Range —
Q3 2020
Shares 54,197 Value ($000) $2,942 Avg Close — Range —
Q2 2020
Shares 23,620 Value ($000) $1,234 Avg Close — Range —
Q1 2020
Shares 9,359 Value ($000) $432 Avg Close — Range —
Q4 2019
Shares 8,551 Value ($000) $539 Avg Close — Range —
Q3 2019
Shares 8,744 Value ($000) $505 Avg Close — Range —
Q2 2019
Shares 7,204 Value ($000) $408 Avg Close — Range —
Q1 2019
Shares 10,007 Value ($000) $549 Avg Close — Range —
Q4 2018
Shares 13,465 Value ($000) $661 Avg Close — Range —
Q3 2018
Shares 9,037 Value ($000) $510 Avg Close — Range —
Q2 2018
Shares 9,945 Value ($000) $534 Avg Close — Range —
Q1 2018
Shares 9,945 Value ($000) $528 Avg Close — Range —
Q4 2017
Shares 9,319 Value ($000) $516 Avg Close — Range —
Q3 2017
Shares 7,879 Value ($000) $412 Avg Close — Range —
Q2 2017
Shares 4,907 Value ($000) $250 Avg Close — Range —
Q1 2017
Shares 9,543 Value ($000) $482 Avg Close — Range —
Q4 2016
Shares 3,525 Value ($000) $173 Avg Close — Range —
Q3 2016
Shares 3,525 Value ($000) $163 Avg Close — Range —
Q2 2016
Shares 1,175 Value ($000) $158 Avg Close — Range —
Q1 2016
Shares 390 Value ($000) $50 Avg Close — Range —
Q4 2015
Shares 390 Value ($000) $50 Avg Close — Range —
Q3 2015
Shares 390 Value ($000) $47 Avg Close — Range —