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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Creek Financial Management's IWO Position: Q3 2025 in Review

Clear Creek Financial Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 3,930 shares — an estimated $1.12M sold.

Clear Creek Financial Management first reported a position in IWO in Q3 2020 and held it in 9 quarters. The position peaked at $3.15M in Q3 2020. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Clear Creek Financial Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Clear Creek Financial Management sold 3,930 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $1.12M.
Clear Creek Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 9 quarters.
Clear Creek Financial Management's iShares Russell 2000 Growth ETF position peaked at $3.15M in Q3 2020.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.