Creative Capital Management Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Creative Capital Management Investments’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	$272K	Buy	906 +100	+12%	+$28.1K	0.06%	66
2026 Q1	$200K	Hold	806	–	–	0.06%	57
2025 Q4	$198K	Hold	806	–	–	0.06%	56
2025 Q3	$195K	Hold	806	–	–	0.06%	54
2025 Q2	$174K	Hold	806	–	–	0.06%	60
2025 Q1	$161K	Sell	806 -158	-16%	-$34.3K	0.06%	57
2024 Q4	$213K	Buy	964 +664	+221%	+$151K	0.09%	46
2024 Q3	$66.3K	Hold	300	–	–	0.03%	87
2024 Q2	$60.9K	Hold	300	–	–	0.03%	81
2024 Q1	$63.1K	Hold	300	–	–	0.03%	77
2023 Q4	$60.2K	Hold	300	–	–	0.03%	80
2023 Q3	$53K	Hold	300	–	–	0.04%	84
2023 Q2	$56.2K	Hold	300	–	–	0.04%	82
2023 Q1	$53.5K	Buy	+300	New	+$55.2K	0.04%	96

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Creative Capital Management Investments increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, buying an estimated $28.1K and bringing the position to 906 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #66.

Creative Capital Management Investments first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Creative Capital Management Investments held 906 shares of iShares Russell 2000 ETF worth $272K as of Q2 2026.
Creative Capital Management Investments bought 100 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.1K.
iShares Russell 2000 ETF made up 0.06% of Creative Capital Management Investments's portfolio in Q2 2026, its #66 holding.
Creative Capital Management Investments first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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