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IWCIWC
31 quarters

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

Yes. Creative Planning holds 53,032 shares of IWC, worth $10.6M, as of its Q2 2026 13F filing. It reduced the position by 60 shares (-0.1%) from Q1 2026. Creative Planning has held IWC in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$10.6M

Current Shares

53,032

Total Value Change

+$3M

Total Shares Change

-39,661

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
53,032
-0.1%
$10.6M0.0%$199.57
0
2026-Q1
Increased
53,092
+0.0%
$8.5M0.0%$158.80
27
2025-Q4
Decreased
53,081
-2.4%
$8.4M0.0%$156.66
0
2025-Q3
Decreased
54,370
-1.2%
$8.1M0.0%$147.44
0
2025-Q2
Decreased
55,009
-9.1%
$7M0.0%$125.90
0
2025-Q1
Decreased
60,480
-3.1%
$6.7M0.0%$109.09
0
2024-Q4
Increased
62,397
+5.2%
$8.1M0.0%$127.94
29
2024-Q3
Decreased
59,323
-3.3%
$7.3M0.0%$120.68
0
2024-Q2
Decreased
61,313
-13.4%
$7M0.0%$111.18
0
2024-Q1
Decreased
70,831
-2.5%
$8.6M0.0%$117.85
0
2023-Q4
Decreased
72,613
-1.4%
$8.4M0.0%$112.60
0
2023-Q3
Decreased
73,637
-4.5%
$7.4M0.0%$96.81
0
2023-Q2
Increased
77,134
+0.9%
$8.4M0.0%$105.26
28
2023-Q1
Decreased
76,469
-1.9%
$8M0.0%$100.40
0
2022-Q4
Increased
77,954
+3.1%
$8.4M0.0%$103.31
28
2022-Q3
Decreased
75,626
-1.0%
$7.8M0.0%$98.71
0
2022-Q2
Increased
76,394
+1.4%
$7.9M0.0%$98.79
28
2022-Q1
Increased
75,368
+2.1%
$9.7M0.0%$122.15
28
2021-Q4
Increased
73,804
+1.4%
$10.3M0.0%$132.33
28
2021-Q3
Increased
72,821
+14.2%
$10.5M0.0%$136.15
32
2021-Q2
Decreased
63,745
-12.2%
$9.7M0.0%$143.69
0
2021-Q1
Increased
72,617
+1.0%
$10.7M0.0%$138.27
28
2020-Q4
Decreased
71,900
-2.6%
$8.5M0.0%$111.51
0
2020-Q3
Decreased
73,816
-5.1%
$6.7M0.0%$84.75
0
2020-Q2
Decreased
77,765
-1.8%
$6.8M0.0%$81.48
0
2020-Q1
Decreased
79,226
-3.7%
$5.3M0.0%$62.42
0
2019-Q4
Decreased
82,263
-2.8%
$8.2M0.0%$92.25
0
2019-Q3
Decreased
84,588
-3.6%
$7.5M0.0%$81.44
0
2019-Q2
Decreased
87,750
-2.3%
$8.2M0.0%$85.77
0
2019-Q1
Decreased
89,855
-3.1%
$8.3M0.0%$85.15
0
2018-Q4
First report
92,693
-
$7.6M0.0%$75.49
0

Other major holders of IWC: 1832 Asset Management L.P.

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