Creative Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Creative Planning’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	$229M	Sell	642,293 -15,045	-2%	-$5.61M	0.16%	71
2025 Q4	$245M	Buy	657,338 +2,075	+0.3%	+$769K	0.18%	61
2025 Q3	$239M	Sell	655,263 -2,534	-0.4%	-$893K	0.18%	62
2025 Q2	$223M	Sell	657,797 -9,328	-1%	-$2.93M	0.19%	59
2025 Q1	$205M	Buy	667,125 +14,476	+2%	+$4.68M	0.19%	62
2024 Q4	$210M	Sell	652,649 -5,665	-0.9%	-$1.84M	0.2%	56
2024 Q3	$207M	Sell	658,314 -11,936	-2%	-$3.61M	0.2%	58
2024 Q2	$199M	Sell	670,250 -6,998	-1%	-$2.01M	0.21%	58
2024 Q1	$195M	Sell	677,248 -2,685	-0.4%	-$736K	0.22%	54
2023 Q4	$178M	Buy	679,933 +33,645	+5%	+$8.24M	0.33%	49
2023 Q3	$152M	Sell	646,288 -7,849	-1%	-$1.92M	0.2%	59
2023 Q2	$159M	Sell	654,137 -36,003	-5%	-$8.29M	0.21%	57
2023 Q1	$155M	Sell	690,140 -16,672	-2%	-$3.67M	0.22%	55
2022 Q4	$149M	Sell	706,812 -4,146	-0.6%	-$878K	0.22%	58
2022 Q3	$140M	Sell	710,958 -16,335	-2%	-$3.58M	0.24%	49
2022 Q2	$151M	Buy	727,293 +100,530	+16%	+$22.7M	0.25%	49
2022 Q1	$157M	Buy	626,763 +55,989	+10%	+$13.8M	0.24%	46
2021 Q4	$151M	Sell	570,774 -2,761	-0.5%	-$711K	0.24%	46
2021 Q3	$139M	Sell	573,535 -98,853	-15%	-$24.6M	0.25%	46
2021 Q2	$163M	Buy	672,388 +184,834	+38%	+$43.5M	0.29%	46
2021 Q1	$109M	Sell	487,554 -639	-0.1%	-$140K	0.22%	50
2020 Q4	$103M	Sell	488,193 -4,251	-0.9%	-$848K	0.23%	49
2020 Q3	$92.2M	Buy	492,444 +19,863	+4%	+$3.67M	0.24%	47
2020 Q2	$81.1M	Sell	472,581 -2,301	-0.5%	-$372K	0.23%	47
2020 Q1	$67.2M	Buy	474,882 +9,713	+2%	+$1.64M	0.24%	44
2019 Q4	$83M	Sell	465,169 -11,612	-2%	-$1.98M	0.25%	40
2019 Q3	$78.4M	Sell	476,781 -12,380	-3%	-$2.03M	0.26%	40
2019 Q2	$79.6M	Sell	489,161 -26,476	-5%	-$4.24M	0.27%	37
2019 Q1	$81.1M	Buy	515,637 +426	+0.1%	+$64.4K	0.29%	37
2018 Q4	$71.5M	Buy	515,211 +1,478	+0.3%	+$221K	0.29%	35
2018 Q3	$83.1M	Buy	513,733 +49,724	+11%	+$7.89M	0.31%	37
2018 Q2	$70.5M	Sell	464,009 -7,854	-2%	-$1.18M	0.28%	38
2018 Q1	$69.3M	Sell	471,863 -5,791	-1%	-$880K	0.28%	39
2017 Q4	$71M	Buy	477,654 +4,983	+1%	+$722K	0.31%	37
2017 Q3	$66.1M	Buy	472,671 +10,318	+2%	+$1.42M	0.31%	39
2017 Q2	$62.5M	Sell	462,353 -17,199	-4%	-$2.3M	0.32%	39
2017 Q1	$62.9M	Sell	479,552 -8,600	-2%	-$1.11M	0.34%	37
2016 Q4	$60.8M	Sell	488,152 -21,235	-4%	-$2.58M	0.37%	36
2016 Q3	$61.4M	Sell	509,387 -25,022	-5%	-$3.01M	0.39%	34
2016 Q2	$62.5M	Sell	534,409 -32,431	-6%	-$3.74M	0.45%	33
2016 Q1	$64.7M	Sell	566,840 -409,984	-42%	-$44.3M	0.5%	30
2015 Q4	$111M	Sell	976,824 -78,430	-7%	-$8.97M	0.91%	24
2015 Q3	$113M	Buy	1,055,254 +117,075	+12%	+$13.3M	1%	26
2015 Q2	$109M	Buy	938,179 +147,311	+19%	+$17.4M	0.99%	23
2015 Q1	$91.6M	Buy	790,868 +185,305	+31%	+$21.4M	0.86%	25
2014 Q4	$69.4M	Buy	605,563 +82,848	+16%	+$9.29M	0.72%	29
2014 Q3	$57.4M	Buy	522,715 +119,348	+30%	+$13.2M	0.67%	30
2014 Q2	$44.4M	Buy	403,367 +78,528	+24%	+$8.36M	0.58%	31
2014 Q1	$34M	Buy	324,839 +87,148	+37%	+$8.97M	0.51%	31
2013 Q4	$24.5M	Buy	237,691 +9,657	+4%	+$955K	0.42%	32
2013 Q3	$21.5M	Buy	228,034 +23,703	+12%	+$2.22M	0.43%	30
2013 Q2	$18.4M	Buy	+204,331	New	+$18.3M	0.43%	32

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 Planning's IWB Position: Q1 2026 in Review

Creative Planning reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q1 2026, selling an estimated $5.61M and leaving 642,293 shares worth $229M. The position accounts for 0.16% of the portfolio, ranked #71.

Creative Planning first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $245M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Creative Planning held 642,293 shares of iShares Russell 1000 ETF worth $229M as of Q1 2026.
Creative Planning sold 15,045 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.61M.
iShares Russell 1000 ETF made up 0.16% of Creative Planning's portfolio in Q1 2026, its #71 holding.
Creative Planning first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's iShares Russell 1000 ETF position peaked at $245M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.