Creative Financial Designs’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $165K | Buy |
550
+15
| +3% | +$4.21K | 0.01% | 651 |
|
|
2026
Q1 | $133K | Sell |
535
-25
| -4% | -$6.45K | 0.01% | 617 |
|
|
2025
Q4 | $138K | Sell |
560
-76
| -12% | -$18.7K | 0.01% | 572 |
|
|
2025
Q3 | $154K | Buy |
636
+24
| +4% | +$5.51K | 0.01% | 535 |
|
|
2025
Q2 | $132K | Sell |
612
-252
| -29% | -$50.7K | 0.01% | 599 |
|
|
2025
Q1 | $172K | Sell |
864
-7
| -0.8% | -$1.52K | 0.01% | 485 |
|
|
2024
Q4 | $192K | Buy |
871
+536
| +160% | +$122K | 0.02% | 447 |
|
|
2024
Q3 | $73.9K | Buy |
335
+14
| +4% | +$3K | 0.01% | 665 |
|
|
2024
Q2 | $65.1K | Sell |
321
-9
| -3% | -$1.82K | 0.01% | 681 |
|
|
2024
Q1 | $69.4K | Buy |
330
+17
| +5% | +$3.39K | 0.01% | 645 |
|
|
2023
Q4 | $62.9K | Sell |
313
-228
| -42% | -$40.8K | 0.01% | 620 |
|
|
2023
Q3 | $95.6K | Sell |
541
-84
| -13% | -$15.8K | 0.01% | 498 |
|
|
2023
Q2 | $117K | Buy |
625
+115
| +23% | +$20.5K | 0.01% | 447 |
|
|
2023
Q1 | $91K | Sell |
510
-48
| -9% | -$8.84K | 0.01% | 478 |
|
|
2022
Q4 | $97.3K | Buy |
558
+1
| +0.2% | +$178 | 0.01% | 456 |
|
|
2022
Q3 | $92K | Buy |
557
+100
| +22% | +$18.2K | 0.02% | 446 |
|
|
2022
Q2 | $77K | Sell |
457
-243
| -35% | -$44.8K | 0.01% | 477 |
|
|
2022
Q1 | $144K | Buy |
700
+1
| +0.1% | +$204 | 0.02% | 371 |
|
|
2021
Q4 | $156K | Sell |
699
-105
| -13% | -$23.7K | 0.02% | 352 |
|
|
2021
Q3 | $176K | Sell |
804
-293
| -27% | -$65K | 0.03% | 327 |
|
|
2021
Q2 | $252K | Buy |
1,097
+134
| +14% | +$30.1K | 0.04% | 262 |
|
|
2021
Q1 | $213K | Sell |
963
-757
| -44% | -$165K | 0.04% | 263 |
|
|
2020
Q4 | $337K | Buy |
1,720
+1,312
| +322% | +$230K | 0.07% | 200 |
|
|
2020
Q3 | $61K | Sell |
408
-562
| -58% | -$84.5K | 0.02% | 427 |
|
|
2020
Q2 | $139K | Buy |
970
+795
| +454% | +$104K | 0.04% | 241 |
|
|
2020
Q1 | $20K | Sell |
175
-1,428
| -89% | -$213K | 0.01% | 300 |
|
|
2019
Q4 | $266K | Buy |
1,603
+20
| +1% | +$3.16K | 0.12% | 131 |
|
|
2019
Q3 | $233K | Buy |
1,583
+19
| +1% | +$2.9K | 0.13% | 130 |
|
|
2019
Q2 | $243K | Sell |
1,564
-32
| -2% | -$4.93K | 0.13% | 123 |
|
|
2019
Q1 | $244K | Sell |
1,596
-174
| -10% | -$26.1K | 0.15% | 107 |
|
|
2018
Q4 | $237K | Sell |
1,770
-282
| -14% | -$42.1K | 0.17% | 99 |
|
|
2018
Q3 | $346K | Buy |
2,052
+53
| +3% | +$8.95K | 0.2% | 89 |
|
|
2018
Q2 | $327K | Sell |
1,999
-21
| -1% | -$3.36K | 0.19% | 99 |
|
|
2018
Q1 | $307K | Buy |
2,020
+247
| +14% | +$38.1K | 0.2% | 94 |
|
|
2017
Q4 | $270K | Sell |
1,773
-361
| -17% | -$54.2K | 0.18% | 94 |
|
|
2017
Q3 | $316K | Buy |
2,134
+1,576
| +282% | +$222K | 0.18% | 107 |
|
|
2017
Q2 | $79K | Sell |
558
-643
| -54% | -$89K | 0.05% | 197 |
|
|
2017
Q1 | $165K | Sell |
1,201
-1,585
| -57% | -$217K | 0.12% | 142 |
|
|
2016
Q4 | $376K | Buy |
+2,786
| New | +$356K | 0.31% | 77 |
|
Other funds holding IWM
Creative Financial Designs's IWM Position: Q2 2026 in Review
Creative Financial Designs increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q2 2026, buying an estimated $4.21K and bringing the position to 550 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #651.
Creative Financial Designs first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. The position peaked at $376K in Q4 2016. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Creative Financial Designs held 550 shares of iShares Russell 2000 ETF worth $165K as of Q2 2026.
- Creative Financial Designs bought 15 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.21K.
- iShares Russell 2000 ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #651 holding.
- Creative Financial Designs first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
- Creative Financial Designs's iShares Russell 2000 ETF position peaked at $376K in Q4 2016.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.