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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
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.