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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Buy	+5,427	New	+$1.98M	0.14%	160
2025 Q3	–	Sell	-3,930	Closed	-$1.12M	–	575
2025 Q2	$1.12M	Sell	3,930 -236	-6%	-$62.1K	0.11%	203
2025 Q1	$1.06M	Sell	4,166 -41	-1%	-$11.6K	0.11%	183
2024 Q4	$1.21M	Buy	4,207 +391	+10%	+$116K	0.13%	156
2024 Q3	$1.08M	Buy	3,816 +665	+21%	+$182K	0.12%	160
2024 Q2	$827K	Buy	3,151 +398	+14%	+$103K	0.1%	183
2024 Q1	$746K	Buy	2,753 +70	+3%	+$17.9K	0.1%	184
2023 Q4	$677K	Buy	+2,683	New	+$605K	0.11%	161
2021 Q1	–	Sell	-1,909	Closed	-$547K	–	154
2020 Q4	$547K	Sell	1,909 -12,305	-87%	-$3.14M	0.11%	177
2020 Q3	$3.15M	Buy	+14,214	New	+$3.11M	0.14%	57

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Clear Creek Financial Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 5,427 shares worth $2.14M. The stake represents 0.14% of the portfolio and ranks #160 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in IWO as recently as Q2 2025.

Clear Creek Financial Management first reported a position in IWO in Q3 2020 and has held it in 10 quarters since. The position peaked at $3.15M in Q3 2020. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Clear Creek Financial Management held 5,427 shares of iShares Russell 2000 Growth ETF worth $2.14M as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Clear Creek Financial Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.14% of Clear Creek Financial Management's portfolio in Q2 2026, its #160 holding.
Clear Creek Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 10 quarters since.
Clear Creek Financial Management's iShares Russell 2000 Growth ETF position peaked at $3.15M in Q3 2020.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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