ISHARES TR

Ticker: ISVL CUSIP: 46436E510 Class: ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 20,293 Value ($000) $966 Avg Close — Range —
Q3 2025
Shares 20,293 Value ($000) $918 Avg Close — Range —
Q2 2025
Shares 19,948 Value ($000) $838 Avg Close — Range —
Q1 2025
Shares 19,948 Value ($000) $740 Avg Close — Range —
Q4 2024
Shares 19,948 Value ($000) $684 Avg Close — Range —
Q3 2024
Shares 18,723 Value ($000) $710 Avg Close — Range —
Q2 2024
Shares 18,723 Value ($000) $654 Avg Close — Range —
Q1 2024
Shares 18,723 Value ($000) $664 Avg Close — Range —
Q4 2023
Shares 18,723 Value ($000) $638 Avg Close — Range —
Q3 2023
Shares 18,723 Value ($000) $575 Avg Close — Range —
Q2 2023
Shares 18,723 Value ($000) $592 Avg Close — Range —
Q1 2023
Shares 18,723 Value ($000) $594 Avg Close — Range —
Q4 2022
Shares 18,723 Value ($000) $564 Avg Close — Range —
Q3 2022
Shares 18,723 Value ($000) $484 Avg Close — Range —