ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 41,692 Value ($000) $16,128 Avg Close Range
Q3 2025
Shares 38,200 Value ($000) $14,476 Avg Close Range
Q2 2025
Shares 36,493 Value ($000) $12,809 Avg Close Range
Q1 2025
Shares 36,330 Value ($000) $11,540 Avg Close Range
Q4 2024
Shares 36,212 Value ($000) $12,104 Avg Close Range
Q3 2024
Shares 34,700 Value ($000) $11,337 Avg Close Range
Q2 2024
Shares 35,677 Value ($000) $11,013 Avg Close Range
Q1 2024
Shares 36,103 Value ($000) $10,834 Avg Close Range
Q4 2023
Shares 35,313 Value ($000) $9,667 Avg Close Range
Q3 2023
Shares 32,526 Value ($000) $7,971 Avg Close Range
Q2 2023
Shares 32,013 Value ($000) $8,147 Avg Close Range
Q1 2023
Shares 31,184 Value ($000) $7,341 Avg Close Range
Q4 2022
Shares 31,117 Value ($000) $6,867 Avg Close Range
Q3 2022
Shares 32,053 Value ($000) $6,636 Avg Close Range
Q2 2022
Shares 34,151 Value ($000) $7,424 Avg Close Range
Q1 2022
Shares 34,618 Value ($000) $9,083 Avg Close Range
Q4 2021
Shares 34,887 Value ($000) $9,681 Avg Close Range
Q3 2021
Shares 35,596 Value ($000) $9,072 Avg Close Range
Q2 2021
Shares 47,680 Value ($000) $12,202 Avg Close Range
Q1 2021
Shares 22,938 Value ($000) $5,442 Avg Close Range
Q4 2020
Shares 22,860 Value ($000) $5,110 Avg Close Range
Q3 2020
Shares 20,547 Value ($000) $4,021 Avg Close Range
Q2 2020
Shares 15,314 Value ($000) $2,757 Avg Close Range
Q1 2020
Shares 8,300 Value ($000) $1,231 Avg Close Range
Q4 2019
Shares 8,718 Value ($000) $1,643 Avg Close Range
Q3 2019
Shares 8,750 Value ($000) $1,520 Avg Close Range
Q2 2019
Shares 8,767 Value ($000) $1,511 Avg Close Range
Q1 2019
Shares 8,457 Value ($000) $1,410 Avg Close Range
Q4 2018
Shares 8,500 Value ($000) $1,249 Avg Close Range
Q3 2018
Shares 8,550 Value ($000) $1,473 Avg Close Range
Q2 2018
Shares 6,721 Value ($000) $1,091 Avg Close Range
Q1 2018
Shares 3,423 Value ($000) $535 Avg Close Range
Q4 2017
Shares 3,720 Value ($000) $588 Avg Close Range
Q3 2017
Shares 3,665 Value ($000) $547 Avg Close Range
Q2 2017
Shares 2,808 Value ($000) $404 Avg Close Range
Q1 2017
Shares 2,467 Value ($000) $345 Avg Close Range
Q4 2016
Shares 2,503 Value ($000) $333 Avg Close Range
Q3 2016
Shares 2,598 Value ($000) $333 Avg Close Range
Q2 2016
Shares 2,050 Value ($000) $254 Avg Close Range
Q1 2016
Shares 2,436 Value ($000) $294 Avg Close Range
Q4 2015
Shares 1,524 Value ($000) $183 Avg Close Range
Q3 2015
Shares 1,599 Value ($000) $182 Avg Close Range
Q1 2015
Shares 1,431 Value ($000) $177 Avg Close Range
Q4 2014
Shares 910 Value ($000) $111 Avg Close Range
Q3 2014
Shares 861 Value ($000) $101 Avg Close Range
Q2 2014
Shares 2,210 Value ($000) $260 Avg Close Range
Q1 2014
Shares 1,746 Value ($000) $196 Avg Close Range
Q4 2013
Shares 797 Value ($000) $88 Avg Close Range
Q3 2013
Shares 797 Value ($000) $81 Avg Close Range
Q2 2013
Shares 806 Value ($000) $78 Avg Close Range