ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 8,868 Value ($000) $665 Avg Close — Range —
Q3 2025
Shares 12,433 Value ($000) $917 Avg Close — Range —
Q2 2025
Shares 12,183 Value ($000) $826 Avg Close — Range —
Q1 2025
Shares 15,182 Value ($000) $949 Avg Close — Range —
Q4 2024
Shares 12,943 Value ($000) $880 Avg Close — Range —
Q3 2024
Shares 12,433 Value ($000) $842 Avg Close — Range —
Q2 2024
Shares 12,670 Value ($000) $793 Avg Close — Range —
Q1 2024
Shares 13,055 Value ($000) $857 Avg Close — Range —
Q4 2023
Shares 13,055 Value ($000) $804 Avg Close — Range —
Q3 2023
Shares 13,198 Value ($000) $719 Avg Close — Range —
Q2 2023
Shares 13,565 Value ($000) $780 Avg Close — Range —
Q1 2023
Shares 13,208 Value ($000) $724 Avg Close — Range —
Q4 2022
Shares 15,714 Value ($000) $835 Avg Close — Range —
Q3 2022
Shares 11,711 Value ($000) $583 Avg Close — Range —
Q2 2022
Shares 11,795 Value ($000) $609 Avg Close — Range —
Q1 2022
Shares 10,837 Value ($000) $676 Avg Close — Range —
Q4 2021
Shares 7,487 Value ($000) $497 Avg Close — Range —
Q3 2021
Shares 7,487 Value ($000) $481 Avg Close — Range —
Q2 2021
Shares 7,487 Value ($000) $496 Avg Close — Range —
Q1 2021
Shares 7,669 Value ($000) $482 Avg Close — Range —