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 Q2	$12.8M	Sell	42,739 -22,987	-35%	-$6.46M	0.83%	29
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Clear Creek Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 35% in Q2 2026, selling an estimated $6.46M and leaving 42,739 shares worth $12.8M. The position accounts for 0.83% of the portfolio, ranked #29.

Clear Creek Financial Management first reported a position in IWM in Q1 2020 and has held it in 25 quarters since. The position peaked at $16.8M in Q4 2024. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Clear Creek Financial Management held 42,739 shares of iShares Russell 2000 ETF worth $12.8M as of Q2 2026.
Clear Creek Financial Management sold 22,987 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.46M.
iShares Russell 2000 ETF made up 0.83% of Clear Creek Financial Management's portfolio in Q2 2026, its #29 holding.
Clear Creek Financial Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 25 quarters since.
Clear Creek Financial Management's iShares Russell 2000 ETF position peaked at $16.8M in Q4 2024.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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