How many shares of IYY does Creative Planning own?

As of 2026-Q2, Creative Planning holds 37,743 shares of IYY (ISHARES DOW JONES U.S. ETF).

What is Creative Planning's IYY position worth?

As of 2026-Q2, Creative Planning's IYY position is worth $6.9M.

In 2026-Q2, Creative Planning decreased their IYY position (-0.6% change in shares).

Based on available 13F filings, Creative Planning first reported a position in IYY in 2018-Q4. They have held the position across 31 quarters.

Position history for Creative Planning's holdings in ISHARES DOW JONES U.S. ETF

Current Value

$6.9M

Current Shares

37,743

Total Value Change

+$4.5M

Total Shares Change

+18,694

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	37,743	-0.6%	$6.9M	0.0%	$182.28	0
2026-Q1	Increased	37,974	+3.2%	$6M	0.0%	$165.52	28
2025-Q4	Decreased	36,806	-3.2%	$6.1M	0.0%	$167.06	0
2025-Q3	Decreased	38,014	-0.0%	$6.2M	0.0%	$161.42	0
2025-Q2	Decreased	38,026	-3.4%	$5.7M	0.0%	$149.22	0
2025-Q1	Increased	39,360	+1.8%	$5.4M	0.0%	$134.35	27
2024-Q4	Decreased	38,662	-2.3%	$5.5M	0.0%	$142.16	0
2024-Q3	Increased	39,587	+0.0%	$5.5M	0.0%	$137.24	27
2024-Q2	Increased	39,580	+0.1%	$5.2M	0.0%	$130.17	27
2024-Q1	Decreased	39,536	-2.3%	$5.1M	0.0%	$125.71	0
2023-Q4	Decreased	40,453	-0.7%	$4.7M	0.0%	$114.07	0
2023-Q3	Increased	40,747	+0.2%	$4.3M	0.0%	$101.87	27
2023-Q2	Decreased	40,673	-2.2%	$4.4M	0.0%	$103.93	0
2023-Q1	Increased	41,596	+4.7%	$4.2M	0.0%	$95.45	28
2022-Q4	Increased	39,726	+4.8%	$3.7M	0.0%	$90.19	28
2022-Q3	Increased	37,926	+1.1%	$3.3M	0.0%	$85.36	27
2022-Q2	Increased	37,510	+0.1%	$3.5M	0.0%	$89.12	26
2022-Q1	Increased	37,470	+0.3%	$4.2M	0.0%	$107.81	27
2021-Q4	Decreased	37,347	-6.3%	$4.4M	0.0%	$112.44	0
2021-Q3	Increased	39,851	+6.7%	$4.3M	0.0%	$103.48	29
2021-Q2	Increased	37,343	+1.0%	$4M	0.0%	$102.06	27
2021-Q1	Increased	36,968	+0.5%	$3.7M	0.0%	$93.72	27
2020-Q4	Increased	36,783	+99.9%	$3.5M	0.0%	$88.36	43
2020-Q3	Decreased	18,399	-1.5%	$3.1M	0.0%	$77.50	0
2020-Q2	Decreased	18,676	-1.6%	$2.9M	0.0%	$70.32	0
2020-Q1	Decreased	18,982	-0.6%	$2.4M	0.0%	$59.68	0
2019-Q4	Decreased	19,105	-2.2%	$3.1M	0.0%	$73.69	0
2019-Q3	Decreased	19,531	-0.3%	$2.9M	0.0%	$67.50	0
2019-Q2	Decreased	19,598	-2.3%	$2.9M	0.0%	$66.94	0
2019-Q1	Increased	20,051	+5.3%	$2.8M	0.0%	$64.35	28
2018-Q4	New	19,049	-	$2.4M	0.0%	$55.98	36