Creative Planning

Position in ISCG — iShares Morningstar Small-Cap Growth ETF

CIK 1540235 OVERLAND PARK, KS

All Filings in ISCG

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 ISCG	$1,177,378	21,485	+1.1%	Shares	Sole	2026-05-12
2025-12-31 ISCG	$1,178,580	21,251	-9.1%	Shares	Sole	2026-02-17
2025-09-30 ISCG	$1,269,116	23,368	-17.5%	Shares	Sole	2025-11-14
2025-06-30 ISCG	$1,410,248	28,341	+28.8%	Shares	Sole	2025-08-08
2025-03-31 ISCG	$991,324	22,005	+119.8%	Shares	Sole	2025-05-15
2024-12-31 ISCG	$495,242	10,013	-17.2%	Shares	Sole	2025-02-14
2024-09-30 ISCG	$592,024	12,092	-13.7%	Shares	Sole	2024-10-11
2024-06-30 ISCG	$637,584	14,019	-1.2%	Shares	Sole	2024-08-15
2024-03-31 ISCG	$661,107	14,196	+4.2%	Shares	Sole	2024-05-13
2023-12-31 ISCG	$599,544	13,626	+1.1%	Shares	Sole	2024-02-14
2023-09-30 ISCG	$522,291	13,475	0.0%	Shares	Sole	2023-11-16
2023-06-30 ISCG	$557,999	13,475	0.0%	Shares	Sole	2023-07-21
2023-03-31 ISCG	$525,255	13,475	0.0%	Shares	Sole	2023-05-15
2022-12-31 ISCG	$485,639	13,475	-7.6%	Shares	Sole	2023-02-10
2022-09-30 ISCG	$505,446	14,583	-0.7%	Shares	Sole	2022-11-03
2022-06-30 ISCG	$518,921	14,692	+4.3%	Shares	Sole	2022-08-15
2022-03-31 ISCG	$622,725	14,092	+4.1%	Shares	Sole	2022-05-16
2021-12-31 ISCG	$672,175	13,541	0.0%	Shares	Sole	2022-02-11
2021-09-30 ISCG	$666,758	13,541	0.0%	Shares	Sole	2021-11-10
2021-06-30 ISCG	$701,559	13,541	+499.4%	Shares	Sole	2021-08-04
2021-03-31 ISCG	$113,115	2,259	-12.8%	Shares	Sole	2021-04-30
2020-12-31 ISCG	$131,111	2,592	+30.5%	Shares	Sole	2021-01-29
2020-09-30 ISCG	$78,635	1,986	0.0%	Shares	Sole	2020-11-05
2020-06-30 ISCG	$73,150	1,986	0.0%	Shares	Sole	2020-07-23
2020-03-31 ISCG	$55,022	1,986	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.