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 Q2	$192K	Hold	794	–	–	0.04%	89
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 $1.55T 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Creative Capital Management Investments's IWD Position: Q2 2026 in Review

Creative Capital Management Investments held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 794 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #89.

Creative Capital Management Investments first reported a position in IWD in Q4 2022 and has held it in 8 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Creative Capital Management Investments held 794 shares of iShares Russell 1000 Value ETF worth $192K as of Q2 2026.
Creative Capital Management Investments left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Creative Capital Management Investments's portfolio in Q2 2026, its #89 holding.
Creative Capital Management Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 8 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.