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Cherry Creek Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Cherry Creek Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$752K Sell
1,807
-49
-3% -$20.4K 0.29% 54
2026
Q2 		$760K Buy
1,856
+3
+0.2% +$1.19K 0.3% 53
2026
Q1 		$661K Buy
1,853
+5
+0.3% +$1.86K 0.29% 53
2025
Q4 		$690K Buy
1,848
+4
+0.2% +$1.48K 0.3% 52
2025
Q3 		$674K Buy
1,844
+4
+0.2% +$1.41K 0.29% 56
2025
Q2 		$625K Buy
1,840
+4
+0.2% +$1.26K 0.29% 56
2025
Q1 		$563K Buy
1,836
+3
+0.2% +$970 0.29% 56
2024
Q4 		$590K Buy
1,833
+4
+0.2% +$1.3K 0.29% 51
2024
Q3 		$575K Buy
1,829
+5
+0.3% +$1.51K 0.3% 52
2024
Q2 		$543K Buy
1,824
+2
+0.1% +$574 0.28% 56
2024
Q1 		$525K Buy
1,822
+4
+0.2% +$1.1K 0.28% 58
2023
Q4 		$477K Buy
1,818
+11
+0.6% +$2.69K 0.29% 56
2023
Q3 		$424K Hold
1,807
– – 0.29% 58
2023
Q2 		$440K Sell
1,807
-235
-12% -$54.1K 0.3% 57
2023
Q1 		$460K Buy
2,042
+5
+0.2% +$1.1K 0.34% 54
2022
Q4 		$429K Buy
2,037
+13
+0.6% +$2.75K 0.33% 57
2022
Q3 		$399K Hold
2,024
– – 0.33% 55
2022
Q2 		$420K Sell
2,024
-162
-7% -$36.6K 0.34% 55
2022
Q1 		$547K Buy
2,186
+5
+0.2% +$1.24K 0.36% 55
2021
Q4 		$577K Buy
2,181
+7
+0.3% +$1.8K 0.36% 54
2021
Q3 		$525K Sell
2,174
-40
-2% -$9.94K 0.35% 55
2021
Q2 		$536K Buy
+2,214
New +$522K 0.35% 61

Other funds holding IWB

MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Cherry Creek Investment Advisors's IWB Position: Q3 2026 in Review

Cherry Creek Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q3 2026, selling an estimated $20.4K and leaving 1,807 shares worth $752K. The position accounts for 0.29% of the portfolio, ranked #54.

Cherry Creek Investment Advisors first reported a position in IWB in Q2 2021 and has held it in 22 quarters since. The position peaked at $760K in Q2 2026. 267 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Cherry Creek Investment Advisors held 1,807 shares of iShares Russell 1000 ETF worth $752K as of Q3 2026.
  • Cherry Creek Investment Advisors sold 49 iShares Russell 1000 ETF shares in Q3 2026, an estimated $20.4K.
  • iShares Russell 1000 ETF made up 0.29% of Cherry Creek Investment Advisors's portfolio in Q3 2026, its #54 holding.
  • Cherry Creek Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 22 quarters since.
  • Cherry Creek Investment Advisors's iShares Russell 1000 ETF position peaked at $760K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.