Back to Creative Planning Creative Planning

SDGSDG
Showing 8 of 22 quarters

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

Creative Planning holds 6,679 shares of SDG (ISHARES TR), worth $597,307 as of 2026-Q2. The position was increased (+3.3% shares). SDG represents 0.0% of Creative Planning's portfolio.

Current Value

$597,307

Current Shares

6,679

Total Value Change

+$170,305

Total Shares Change

+1,643

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,679
+3.3%
$597,3070.0%$89.43
25
2026-Q1
Decreased
6,468
-4.3%
$543,0050.0%$83.65
0
2025-Q4
Increased
6,758
+15.9%
$569,1900.0%$84.72
28
2025-Q3
Decreased
5,830
-0.6%
$485,0570.0%$81.69
0
2025-Q2
Increased
5,866
+14.3%
$444,9950.0%$74.51
27
2025-Q1
Increased
5,131
+1.9%
$371,4340.0%$71.33
24
2024-Q4
Unchanged
5,036
0.0%
$360,3760.0%$70.42
0
2024-Q3
Decreased
5,036
-8.8%
$427,0020.0%$82.65
0

Other major holders of SDG: JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used