Creative Capital Management Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Creative Capital Management Investments’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$170K	Buy	794 +594	+297%	+$130K	0.05%	65
2025 Q4	$42.1K	Hold	200	–	–	0.01%	123
2025 Q3	$40.7K	Hold	200	–	–	0.01%	122
2025 Q2	$38.8K	Hold	200	–	–	0.01%	129
2025 Q1	$37.6K	Buy	+200	New	+$38.1K	0.01%	121
2024 Q2	–	Sell	-20	Closed	-$3.58K	–	257
2024 Q1	$3.58K	Buy	+20	New	+$3.38K	﹤0.01%	182
2023 Q1	–	Sell	-43	Closed	-$7K	–	267
2022 Q4	$7K	Buy	+43	New	+$6.44K	0.01%	134

Other funds holding IWD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Capital Management Investments's IWD Position: Q1 2026 in Review

Creative Capital Management Investments increased its iShares Russell 1000 Value ETF (IWD) stake by 297% in Q1 2026, buying an estimated $130K and bringing the position to 794 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #65.

Creative Capital Management Investments first reported a position in IWD in Q4 2022 and has held it in 7 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Creative Capital Management Investments held 794 shares of iShares Russell 1000 Value ETF worth $170K as of Q1 2026.
Creative Capital Management Investments bought 594 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $130K.
iShares Russell 1000 Value ETF made up 0.05% of Creative Capital Management Investments's portfolio in Q1 2026, its #65 holding.
Creative Capital Management Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 7 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.