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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Clear Creek Financial Management's IWB Position: Q1 2026 in Review

Clear Creek Financial Management increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q1 2026, buying an estimated $34.3K and bringing the position to 2,011 shares worth $717K. The position accounts for 0.06% of the portfolio, ranked #312.

Clear Creek Financial Management first reported a position in IWB in Q3 2020 and has held it in 6 quarters since. The position peaked at $31.9M in Q3 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Clear Creek Financial Management held 2,011 shares of iShares Russell 1000 ETF worth $717K as of Q1 2026.
Clear Creek Financial Management bought 92 iShares Russell 1000 ETF shares in Q1 2026, an estimated $34.3K.
iShares Russell 1000 ETF made up 0.06% of Clear Creek Financial Management's portfolio in Q1 2026, its #312 holding.
Clear Creek Financial Management first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 6 quarters since.
Clear Creek Financial Management's iShares Russell 1000 ETF position peaked at $31.9M in Q3 2020.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.