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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Creek Investment Advisors's IWB Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.16% in Q2 2026, buying an estimated $1.19K and bringing the position to 1,856 shares worth $760K. The position accounts for 0.3% of the portfolio, ranked #53.

Cherry Creek Investment Advisors first reported a position in IWB in Q2 2021 and has held it in 21 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cherry Creek Investment Advisors held 1,856 shares of iShares Russell 1000 ETF worth $760K as of Q2 2026.
  • Cherry Creek Investment Advisors bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
  • iShares Russell 1000 ETF made up 0.3% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Cherry Creek Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.