Creative Financial Designs’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Sell	505 -50	-9%	-$20.6K	0.01%	590
2026 Q1	$206K	Sell	555 -6	-1%	-$2.32K	0.01%	507
2025 Q4	$217K	Sell	561 -40	-7%	-$15.3K	0.01%	457
2025 Q3	$228K	Hold	601	–	–	0.02%	451
2025 Q2	$211K	Buy	+601	New	+$195K	0.02%	465

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

Creative Financial Designs's IWV Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Russell 3000 ETF (IWV) stake by 9% in Q2 2026, selling an estimated $20.6K and leaving 505 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #590.

Creative Financial Designs first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $228K in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Creative Financial Designs held 505 shares of iShares Russell 3000 ETF worth $215K as of Q2 2026.
Creative Financial Designs sold 50 iShares Russell 3000 ETF shares in Q2 2026, an estimated $20.6K.
iShares Russell 3000 ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #590 holding.
Creative Financial Designs first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
Creative Financial Designs's iShares Russell 3000 ETF position peaked at $228K in Q3 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.