Clear Creek Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Clear Creek Financial Management’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	$899K	Buy	2,195 +184	+9%	+$72.9K	0.06%	294
2026 Q1	$717K	Buy	2,011 +92	+5%	+$34.3K	0.06%	312
2025 Q4	$717K	Buy	1,919 +65	+4%	+$24.1K	0.06%	295
2025 Q3	$678K	Buy	1,854 +939	+103%	+$331K	0.06%	307
2025 Q2	$311K	Buy	915 +262	+40%	+$82.2K	0.03%	434
2025 Q1	$200K	Buy	+653	New	+$211K	0.02%	493
2020 Q4	–	Sell	-170,484	Closed	-$31.9M	–	317
2020 Q3	$31.9M	Buy	+170,484	New	+$31.5M	1.45%	19

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Creek Financial Management's IWB Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Russell 1000 ETF (IWB) stake by 9.1% in Q2 2026, buying an estimated $72.9K and bringing the position to 2,195 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #294.

Clear Creek Financial Management first reported a position in IWB in Q3 2020 and has held it in 7 quarters since. The position peaked at $31.9M in Q3 2020. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Clear Creek Financial Management held 2,195 shares of iShares Russell 1000 ETF worth $899K as of Q2 2026.
Clear Creek Financial Management bought 184 iShares Russell 1000 ETF shares in Q2 2026, an estimated $72.9K.
iShares Russell 1000 ETF made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #294 holding.
Clear Creek Financial Management first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 7 quarters since.
Clear Creek Financial Management's iShares Russell 1000 ETF position peaked at $31.9M in Q3 2020.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.