Question 1

How many shares of IVV does Creative Planning own?

Accepted Answer

As of 2026-Q1, Creative Planning holds 24M shares of IVV (iShares Trust CORE S&P500 ETF).

Question 2

What is Creative Planning's IVV position worth?

Accepted Answer

As of 2026-Q1, Creative Planning's IVV position is worth $15.7B.

Question 3

Is Creative Planning buying or selling IVV?

Accepted Answer

In 2026-Q1, Creative Planning increased their IVV position (+4.5% change in shares).

Question 4

When did Creative Planning first buy IVV?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in IVV in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	24M	+4.5%	$15.7B	10.6%	$683.37	65
2025-Q4	Increased	23M	+1.1%	$15.7B	11.3%	$689.92	63
2025-Q3	Increased	22.7M	+2.3%	$15.2B	11.6%	$664.41	63
2025-Q2	Increased	22.2M	+1.8%	$13.8B	11.8%	$613.43	63
2025-Q1	Increased	21.8M	+0.8%	$12.3B	11.5%	$552.75	62
2024-Q4	Increased	21.7M	+1.3%	$12.7B	12.4%	$583.48	63
2024-Q3	Increased	21.4M	+1.2%	$12.3B	12.2%	$564.81	63
2024-Q2	Increased	21.1M	+2.5%	$11.6B	12.3%	$536.31	63

IVVShowing 8 of 30 quarters

IVV
Showing 8 of 30 quarters