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IWLIWL
17 quarters

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

Creative Planning holds 50,650 shares of IWL (ISHARES TR), worth $9.4M as of 2026-Q2. The position was decreased (-7.3% shares). IWL represents 0.0% of Creative Planning's portfolio.

Current Value

$9.4M

Current Shares

50,650

Total Value Change

+$8.9M

Total Shares Change

+45,781

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
50,650
-7.3%
$9.4M0.0%$184.95
0
2026-Q1
Increased
54,616
+205.3%
$8.8M0.0%$167.93
44
2025-Q4
Unchanged
17,889
0.0%
$3.1M0.0%$171.77
0
2025-Q3
Increased
17,889
+0.2%
$3M0.0%$164.98
26
2025-Q2
Decreased
17,856
-0.6%
$2.7M0.0%$151.57
0
2025-Q1
Increased
17,962
+67.7%
$2.5M0.0%$135.65
39
2024-Q4
Increased
10,710
+1.8%
$1.5M0.0%$143.99
26
2024-Q3
Decreased
10,521
-2.0%
$1.5M0.0%$138.06
0
2024-Q2
Increased
10,740
+2.8%
$1.4M0.0%$131.84
26
2024-Q1
Increased
10,444
+0.1%
$1.3M0.0%$124.82
25
2023-Q4
Decreased
10,434
-14.8%
$1.2M0.0%$112.71
0
2023-Q3
Unchanged
12,242
0.0%
$1.3M0.0%$100.86
0
2023-Q2
Increased
12,242
+0.0%
$1.3M0.0%$102.39
25
2023-Q1
Increased
12,241
+43.1%
$1.2M0.0%$93.05
34
2022-Q4
Increased
8,555
+75.7%
$769,6920.0%$86.85
37
2022-Q3
Unchanged
4,869
0.0%
$413,0000.0%$82.89
0
2022-Q2
New
4,869
-
$437,0000.0%$86.70
33

Other major holders of IWL: ENVESTNET ASSET MANAGEMENT INC

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