Creative Planning

Position in IHE — iShares U.S. Pharmaceuticals ETF

CIK 1540235 OVERLAND PARK, KS

All Filings in IHE

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IHE	$593,237	6,844	+3.9%	Shares	Sole	2026-05-12
2025-12-31 IHE	$558,690	6,586	+1.1%	Shares	Sole	2026-02-17
2025-09-30 IHE	$472,800	6,516	+6.3%	Shares	Sole	2025-11-14
2025-06-30 IHE	$401,563	6,127	-3.2%	Shares	Defined	2025-08-08
2025-03-31 IHE	$446,574	6,329	-54.5%	Shares	Sole	2025-05-15
2024-12-31 IHE	$914,953	13,922	+109.5%	Shares	Defined	2025-02-14
2024-09-30 IHE	$469,203	6,645	+1.3%	Shares	Defined	2024-10-11
2024-06-30 IHE	$434,992	6,559	+2.0%	Shares	Defined	2024-08-15
2024-03-31 IHE	$436,460	6,428	+235.1%	Shares	Sole	2024-05-13
2023-12-31 IHE	$118,532	1,918	+7.4%	Shares	Sole	2024-02-14
2023-09-30 IHE	$105,362	1,786	-9.9%	Shares	Sole	2023-11-16
2023-06-30 IHE	$118,391	1,983	-3.2%	Shares	Sole	2023-07-21
2023-03-31 IHE	$119,716	2,049	+12.4%	Shares	Sole	2023-05-15
2022-12-31 IHE	$113,104	1,823	-0.7%	Shares	Sole	2023-02-10
2022-09-30 IHE	$103,758	1,836	0.0%	Shares	Sole	2022-11-03
2022-06-30 IHE	$117,289	1,836	+4.4%	Shares	Sole	2022-08-15
2022-03-31 IHE	$113,901	1,759	+60.2%	Shares	Sole	2022-05-16
2021-12-31 IHE	$73,064	1,098	+0.1%	Shares	Sole	2022-02-11
2021-09-30 IHE	$66,971	1,097	-45.0%	Shares	Sole	2021-11-10
2021-03-31 IHE	$118,078	1,994	-4.5%	Shares	Sole	2021-04-30
2020-12-31 IHE	$124,890	2,088	+5.9%	Shares	Sole	2021-01-29
2020-09-30 IHE	$107,439	1,971	+11.0%	Shares	Sole	2020-11-05
2020-06-30 IHE	$91,096	1,776	+6.9%	Shares	Sole	2020-07-23
2020-03-31 IHE	$74,512	1,661	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.