Creative Planning
TZV

Creative Planning’s ISHARES TARGET DATE 2040 ETF TZV Stock Holding History

Creative Planning’s Portfolio TZV Stock Details TZV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-50
Closed -$2K – 4596
2014
Q3 		$2K Buy
+50
New +$2.26K ﹤0.01% 3770

Creative Planning's TZV Position: Q4 2014 in Review

Creative Planning sold out of ISHARES TARGET DATE 2040 ETF (TZV) in Q4 2014, closing a stake of 50 shares — an estimated $2K sold.

Creative Planning first reported a position in TZV in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZV as of Q4 2014.

  • Creative Planning reported no remaining ISHARES TARGET DATE 2040 ETF position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 50 ISHARES TARGET DATE 2040 ETF shares in Q4 2014, an estimated $2K.
  • Creative Planning first reported a position in ISHARES TARGET DATE 2040 ETF in Q3 2014 and held it in 1 quarter.
  • Creative Planning's ISHARES TARGET DATE 2040 ETF position peaked at $2K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2040 ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.