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

Clear Creek Financial Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Buy	2,131 +119	+6%	+$27.7K	0.03%	403
2026 Q1	$430K	Sell	2,012 -202	-9%	-$44.2K	0.03%	425
2025 Q4	$466K	Sell	2,214 -3	-0.1%	-$620	0.04%	406
2025 Q3	$451K	Hold	2,217	–	–	0.04%	389
2025 Q2	$431K	Hold	2,217	–	–	0.04%	370
2025 Q1	$417K	Sell	2,217 -10	-0.4%	-$1.9K	0.04%	336
2024 Q4	$412K	Buy	+2,227	New	+$427K	0.04%	324
2020 Q4	–	Sell	-61,502	Closed	-$7.27M	–	318
2020 Q3	$7.27M	Buy	+61,502	New	+$7.29M	0.33%	44
2019 Q4	–	Sell	-2,957	Closed	-$391K	–	144
2019 Q3	$391K	Sell	2,957 -362	-11%	-$46K	0.19%	70
2019 Q2	$422K	Buy	+3,319	New	+$415K	0.18%	75

Other funds holding IWD

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Clear Creek Financial Management increased its iShares Russell 1000 Value ETF (IWD) stake by 5.9% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,131 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #403.

Clear Creek Financial Management first reported a position in IWD in Q2 2019 and has held it in 10 quarters since. The position peaked at $7.27M in Q3 2020. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clear Creek Financial Management held 2,131 shares of iShares Russell 1000 Value ETF worth $517K as of Q2 2026.
Clear Creek Financial Management bought 119 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $27.7K.
iShares Russell 1000 Value ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #403 holding.
Clear Creek Financial Management first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 10 quarters since.
Clear Creek Financial Management's iShares Russell 1000 Value ETF position peaked at $7.27M in Q3 2020.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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