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Clear Creek Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Clear Creek Financial Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.3M Buy
65,726
+29,051
+79% +$7.49M 1.25% 13
2025
Q4 		$9.03M Buy
36,675
+5,425
+17% +$1.33M 0.74% 31
2025
Q3 		$7.56M Buy
31,250
+1,532
+5% +$352K 0.65% 29
2025
Q2 		$6.41M Sell
29,718
-1,722
-5% -$347K 0.61% 28
2025
Q1 		$6.27M Sell
31,440
-44,453
-59% -$9.64M 0.65% 32
2024
Q4 		$16.8M Buy
75,893
+47,065
+163% +$10.7M 1.81% 7
2024
Q3 		$6.37M Buy
28,828
+1,932
+7% +$413K 0.72% 30
2024
Q2 		$5.46M Sell
26,896
-441
-2% -$89.1K 0.66% 32
2024
Q1 		$5.75M Sell
27,337
-256
-0.9% -$51.1K 0.74% 31
2023
Q4 		$5.54M Sell
27,593
-5,417
-16% -$970K 0.88% 22
2023
Q3 		$5.84M Buy
33,010
+3,314
+11% +$622K 1.02% 18
2023
Q2 		$5.56M Sell
29,696
-3,535
-11% -$630K 0.96% 25
2023
Q1 		$5.93M Buy
33,231
+1,725
+5% +$318K 1.13% 17
2022
Q4 		$5.49M Buy
31,506
+447
+1% +$79.5K 1.21% 19
2022
Q3 		$5.12M Buy
31,059
+4,355
+16% +$794K 1.13% 19
2022
Q2 		$4.52M Buy
26,704
+4,852
+22% +$894K 0.95% 25
2022
Q1 		$4.47M Sell
21,852
-6,162
-22% -$1.26M 0.7% 32
2021
Q4 		$6.21M Sell
28,014
-13,106
-32% -$2.96M 0.93% 22
2021
Q3 		$8.96M Buy
41,120
+1,064
+3% +$236K 1.44% 13
2021
Q2 		$9.14M Buy
+40,056
New +$9.01M 1.42% 14
2021
Q1 		– Sell
-1,666
Closed -$301K – 152
2020
Q4 		$301K Sell
1,666
-44,723
-96% -$7.83M 0.06% 240
2020
Q3 		$6.95M Buy
46,389
+44,300
+2,121% +$6.66M 0.32% 45
2020
Q2 		$302K Sell
2,089
-37
-2% -$4.86K 0.08% 176
2020
Q1 		$255K Buy
+2,126
New +$317K 0.1% 132

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Clear Creek Financial Management increased its iShares Russell 2000 ETF (IWM) stake by 79% in Q1 2026, buying an estimated $7.49M and bringing the position to 65,726 shares worth $16.3M. The position accounts for 1.25% of the portfolio, ranked #13.

Clear Creek Financial Management first reported a position in IWM in Q1 2020 and has held it in 24 quarters since. The position peaked at $16.8M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Clear Creek Financial Management held 65,726 shares of iShares Russell 2000 ETF worth $16.3M as of Q1 2026.
  • Clear Creek Financial Management bought 29,051 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.49M.
  • iShares Russell 2000 ETF made up 1.25% of Clear Creek Financial Management's portfolio in Q1 2026, its #13 holding.
  • Clear Creek Financial Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 24 quarters since.
  • Clear Creek Financial Management's iShares Russell 2000 ETF position peaked at $16.8M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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