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Clear Creek Financial Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Clear Creek Financial Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$427K Sell
2,308
-765
-25% -$138K 0.03% 445
2026
Q1 		$493K Sell
3,073
-859
-22% -$145K 0.04% 395
2025
Q4 		$671K Sell
3,932
-52
-1% -$8.79K 0.05% 310
2025
Q3 		$662K Sell
3,984
-140
-3% -$22.3K 0.06% 312
2025
Q2 		$631K Sell
4,124
-2,411
-37% -$340K 0.06% 310
2025
Q1 		$898K Buy
+6,535
New +$948K 0.09% 207

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Clear Creek Financial Management reduced its iShares Russell Top 200 ETF (IWL) stake by 25% in Q2 2026, selling an estimated $138K and leaving 2,308 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #445.

Clear Creek Financial Management first reported a position in IWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $898K in Q1 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Clear Creek Financial Management held 2,308 shares of iShares Russell Top 200 ETF worth $427K as of Q2 2026.
  • Clear Creek Financial Management sold 765 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $138K.
  • iShares Russell Top 200 ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #445 holding.
  • Clear Creek Financial Management first reported a position in iShares Russell Top 200 ETF in Q1 2025 and has held it in 6 quarters since.
  • Clear Creek Financial Management's iShares Russell Top 200 ETF position peaked at $898K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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