Creative Financial Designs’s iShares Russell 1000 ETF IWB Stock Holding History

Creative Financial Designs’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158K	Buy	444 +38	+9%	+$14.2K	0.01%	573
2025 Q4	$152K	Sell	406 -52	-11%	-$19.3K	0.01%	546
2025 Q3	$168K	Buy	458 +14	+3%	+$4.93K	0.01%	515
2025 Q2	$151K	Sell	444 -78	-15%	-$24.5K	0.01%	565
2025 Q1	$160K	Sell	522 -48	-8%	-$15.5K	0.01%	503
2024 Q4	$184K	Buy	570 +1	+0.2%	+$324	0.01%	458
2024 Q3	$179K	Sell	569 -11	-2%	-$3.33K	0.02%	476
2024 Q2	$173K	Sell	580 -20	-3%	-$5.74K	0.02%	464
2024 Q1	$173K	Sell	600 -82	-12%	-$22.5K	0.02%	455
2023 Q4	$179K	Buy	682 +2	+0.3%	+$490	0.02%	408
2023 Q3	$160K	Sell	680 -214	-24%	-$52.4K	0.02%	388
2023 Q2	$218K	Sell	894 -12	-1%	-$2.76K	0.03%	326
2023 Q1	$204K	Buy	906 +19	+2%	+$4.18K	0.03%	324
2022 Q4	$187K	Buy	887 +239	+37%	+$50.6K	0.03%	318
2022 Q3	$128K	Sell	648 -255	-28%	-$55.9K	0.02%	380
2022 Q2	$188K	Hold	903	–	–	0.03%	304
2022 Q1	$226K	Hold	903	–	–	0.03%	277
2021 Q4	$239K	Hold	903	–	–	0.04%	274
2021 Q3	$218K	Hold	903	–	–	0.04%	282
2021 Q2	$219K	Hold	903	–	–	0.04%	274
2021 Q1	$202K	Sell	903 -144	-14%	-$31.5K	0.04%	269
2020 Q4	$222K	Hold	1,047	–	–	0.05%	239
2020 Q3	$196K	Hold	1,047	–	–	0.05%	240
2020 Q2	$180K	Buy	+1,047	New	+$169K	0.05%	211
2018 Q1	–	Sell	-88	Closed	-$13K	–	727
2017 Q4	$13K	Buy	+88	New	+$12.7K	0.01%	376

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's IWB Position: Q1 2026 in Review

Creative Financial Designs increased its iShares Russell 1000 ETF (IWB) stake by 9.4% in Q1 2026, buying an estimated $14.2K and bringing the position to 444 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #573.

Creative Financial Designs first reported a position in IWB in Q4 2017 and has held it in 25 quarters since. The position peaked at $239K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Creative Financial Designs held 444 shares of iShares Russell 1000 ETF worth $158K as of Q1 2026.
Creative Financial Designs bought 38 iShares Russell 1000 ETF shares in Q1 2026, an estimated $14.2K.
iShares Russell 1000 ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #573 holding.
Creative Financial Designs first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 25 quarters since.
Creative Financial Designs's iShares Russell 1000 ETF position peaked at $239K in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.