How many shares of SMMV does Creative Planning own?

As of 2026-Q2, Creative Planning holds 77,714 shares of SMMV (ISHARES TR).

What is Creative Planning's SMMV position worth?

As of 2026-Q2, Creative Planning's SMMV position is worth $3.6M.

In 2026-Q2, Creative Planning decreased their SMMV position (-4.2% change in shares).

Based on available 13F filings, Creative Planning first reported a position in SMMV in 2020-Q3. They have held the position across 24 quarters.

Position history for Creative Planning's holdings in ISHARES TR

Current Value

$3.6M

Current Shares

77,714

Total Value Change

+$338,974

Total Shares Change

-33,143

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	77,714	-4.2%	$3.6M	0.0%	$46.04	0
2026-Q1	Increased	81,152	+1.5%	$3.5M	0.0%	$45.99	27
2025-Q4	Decreased	79,967	-9.3%	$3.5M	0.0%	$43.61	0
2025-Q3	Decreased	88,182	-0.6%	$3.8M	0.0%	$42.65	0
2025-Q2	Decreased	88,714	-0.3%	$3.7M	0.0%	$41.58	0
2025-Q1	Increased	88,998	+0.7%	$3.7M	0.0%	$40.73	27
2024-Q4	Decreased	88,408	-1.5%	$3.7M	0.0%	$40.63	0
2024-Q3	Decreased	89,748	-0.8%	$3.7M	0.0%	$39.65	0
2024-Q2	Increased	90,440	+0.1%	$3.4M	0.0%	$36.18	26
2024-Q1	Decreased	90,336	-2.5%	$3.4M	0.0%	$36.24	0
2023-Q4	Decreased	92,607	-8.3%	$3.3M	0.0%	$34.42	0
2023-Q3	Decreased	100,953	-1.9%	$3.3M	0.0%	$31.73	0
2023-Q2	Increased	102,946	+0.0%	$3.5M	0.0%	$32.66	26
2023-Q1	Decreased	102,940	-1.8%	$3.6M	0.0%	$32.58	0
2022-Q4	Decreased	104,803	-0.6%	$3.6M	0.0%	$32.75	0
2022-Q3	Decreased	105,409	-1.9%	$3.4M	0.0%	$30.29	0
2022-Q2	Decreased	107,462	-1.7%	$3.7M	0.0%	$31.97	0
2022-Q1	Increased	109,361	+0.3%	$4.1M	0.0%	$35.00	27
2021-Q4	Increased	109,081	+1.1%	$4.3M	0.0%	$36.41	27
2021-Q3	Decreased	107,851	-0.7%	$4M	0.0%	$34.86	0
2021-Q2	Increased	108,622	+2.5%	$4.1M	0.0%	$35.13	27
2021-Q1	Decreased	106,008	-1.4%	$3.9M	0.0%	$33.95	0
2020-Q4	Decreased	107,482	-3.0%	$3.6M	0.0%	$31.06	0
2020-Q3	New	110,857	-	$3.2M	0.0%	$26.73	37