Creative Planning
IWB icon

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
2023
Q3 		– Sell
-1,200
Closed -$345 – 2969
2023
Q2 		$345 Hold
1,200
– – ﹤0.01% 2625
2023
Q1 		$6.18K Buy
+1,200
New +$264K ﹤0.01% 2480

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's IWB Position: Q2 2026 in Review

Creative Planning increased its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q2 2026, buying an estimated $3.54M and bringing the position to 651,215 shares worth $267M. 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 53 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Creative Planning held 651,215 shares of iShares Russell 1000 ETF worth $267M as of Q2 2026.
  • Creative Planning bought 8,922 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.54M.
  • iShares Russell 1000 ETF made up 0.16% of Creative Planning's portfolio in Q2 2026, its #71 holding.
  • Creative Planning first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.