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IMCVIMCV
21 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES TR

Creative Planning holds 45,464 shares of IMCV (ISHARES TR), worth $4.2M as of 2026-Q2. The position was increased (+2.3% shares). IMCV represents 0.0% of Creative Planning's portfolio.

Current Value

$4.2M

Current Shares

45,464

Total Value Change

+$3.5M

Total Shares Change

+35,828

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
45,464
+2.3%
$4.2M0.0%$91.38
27
2026-Q1
Decreased
44,425
-0.0%
$3.8M0.0%$87.89
0
2025-Q4
Increased
44,428
+175.3%
$3.7M0.0%$82.97
43
2025-Q3
Increased
16,136
+150.5%
$1.3M0.0%$79.71
41
2025-Q2
Increased
6,442
+0.6%
$489,4630.0%$74.71
24
2025-Q1
Increased
6,403
+14.7%
$475,0390.0%$72.02
28
2024-Q4
Increased
5,585
+10.3%
$414,7420.0%$72.29
26
2024-Q3
Unchanged
5,063
0.0%
$388,0280.0%$74.22
0
2024-Q2
Unchanged
5,063
0.0%
$355,6250.0%$67.66
0
2024-Q1
Decreased
5,063
-11.6%
$367,3210.0%$69.52
0
2023-Q4
Unchanged
5,727
0.0%
$387,8320.0%$64.60
0
2023-Q3
Unchanged
5,727
0.0%
$346,9990.0%$57.40
0
2023-Q2
Unchanged
5,727
0.0%
$364,8100.0%$59.33
0
2023-Q1
Decreased
5,727
-6.6%
$354,3870.0%$57.17
0
2022-Q4
Increased
6,132
+24.7%
$380,4910.0%$57.73
29
2022-Q3
Unchanged
4,917
0.0%
$275,0000.0%$52.23
0
2022-Q2
Decreased
4,917
-6.8%
$292,0000.0%$54.81
0
2022-Q1
Unchanged
5,274
0.0%
$363,0000.0%$63.64
0
2021-Q4
Unchanged
5,274
0.0%
$360,0000.0%$61.82
0
2021-Q3
Decreased
5,274
-45.3%
$333,0000.0%$58.12
0
2021-Q2
New
9,636
-
$619,0000.0%$57.50
34

Other major holders of IMCV: VANTAGEPOINT INVESTMENT ADVISERS LLC, MORGAN STANLEY

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