Creative Planning
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Creative Planning’s iShares Micro-Cap ETF IWC Stock Holding History

Creative Planning’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.47M Buy
53,092
+11
+0% +$1.82K 0.01% 809
2025
Q4 		$8.37M Sell
53,081
-1,289
-2% -$201K 0.01% 695
2025
Q3 		$8.11M Sell
54,370
-639
-1% -$88.7K 0.01% 652
2025
Q2 		$7.02M Sell
55,009
-5,471
-9% -$633K 0.01% 638
2025
Q1 		$6.71M Sell
60,480
-1,917
-3% -$239K 0.01% 613
2024
Q4 		$8.14M Buy
62,397
+3,074
+5% +$400K 0.01% 521
2024
Q3 		$7.32M Sell
59,323
-1,990
-3% -$240K 0.01% 529
2024
Q2 		$6.99M Sell
61,313
-9,518
-13% -$1.1M 0.01% 518
2024
Q1 		$8.58M Sell
70,831
-1,782
-2% -$205K 0.01% 447
2023
Q4 		$8.43M Sell
72,613
-1,024
-1% -$104K 0.02% 420
2023
Q3 		$7.37M Sell
73,637
-3,497
-5% -$378K 0.01% 427
2023
Q2 		$8.43M Buy
77,134
+665
+0.9% +$69.8K 0.01% 386
2023
Q1 		$7.99M Sell
76,469
-1,485
-2% -$167K 0.01% 386
2022
Q4 		$8.41M Buy
77,954
+2,328
+3% +$254K 0.01% 371
2022
Q3 		$7.82M Sell
75,626
-768
-1% -$87.2K 0.01% 349
2022
Q2 		$7.94M Buy
76,394
+1,026
+1% +$118K 0.01% 359
2022
Q1 		$9.71M Buy
75,368
+1,564
+2% +$201K 0.02% 321
2021
Q4 		$10.3M Buy
73,804
+983
+1% +$143K 0.02% 277
2021
Q3 		$10.5M Buy
72,821
+9,076
+14% +$1.32M 0.02% 258
2021
Q2 		$9.73M Sell
63,745
-8,872
-12% -$1.31M 0.02% 270
2021
Q1 		$10.7M Buy
72,617
+717
+1% +$102K 0.02% 262
2020
Q4 		$8.53M Sell
71,900
-1,916
-3% -$203K 0.02% 284
2020
Q3 		$6.68M Sell
73,816
-3,949
-5% -$360K 0.02% 275
2020
Q2 		$6.79M Sell
77,765
-1,461
-2% -$114K 0.02% 241
2020
Q1 		$5.31M Sell
79,226
-3,037
-4% -$268K 0.02% 250
2019
Q4 		$8.18M Sell
82,263
-2,325
-3% -$215K 0.02% 227
2019
Q3 		$7.46M Sell
84,588
-3,162
-4% -$284K 0.02% 229
2019
Q2 		$8.18M Sell
87,750
-2,105
-2% -$195K 0.03% 212
2019
Q1 		$8.34M Sell
89,855
-2,838
-3% -$262K 0.03% 196
2018
Q4 		$7.64M Sell
92,693
-854
-0.9% -$79.3K 0.03% 184
2018
Q3 		$9.94M Sell
93,547
-1,069
-1% -$115K 0.04% 167
2018
Q2 		$9.99M Buy
94,616
+117
+0.1% +$12K 0.04% 157
2018
Q1 		$9.08M Buy
94,499
+159
+0.2% +$15.5K 0.04% 158
2017
Q4 		$9.03M Sell
94,340
-2,202
-2% -$209K 0.04% 152
2017
Q3 		$9.12M Sell
96,542
-7,985
-8% -$705K 0.04% 149
2017
Q2 		$9.29M Sell
104,527
-8,399
-7% -$724K 0.05% 146
2017
Q1 		$9.67M Buy
112,926
+4,332
+4% +$368K 0.05% 137
2016
Q4 		$9.32M Sell
108,594
-8,663
-7% -$696K 0.06% 133
2016
Q3 		$9.15M Sell
117,257
-4,475
-4% -$336K 0.06% 127
2016
Q2 		$8.61M Sell
121,732
-16,652
-12% -$1.16M 0.06% 116
2016
Q1 		$9.4M Sell
138,384
-222,682
-62% -$14.4M 0.07% 103
2015
Q4 		$26M Sell
361,066
-20,590
-5% -$1.52M 0.21% 55
2015
Q3 		$26.6M Buy
381,656
+111,600
+41% +$8.51M 0.24% 50
2015
Q2 		$22M Sell
270,056
-3,182
-1% -$256K 0.2% 52
2015
Q1 		$21.6M Buy
273,238
+70,367
+35% +$5.41M 0.2% 53
2014
Q4 		$15.6M Buy
202,871
+49,133
+32% +$3.57M 0.16% 65
2014
Q3 		$10.7M Buy
153,738
+124,085
+418% +$9.01M 0.12% 82
2014
Q2 		$2.26M Sell
29,653
-6,415
-18% -$470K 0.03% 206
2014
Q1 		$2.79M Buy
36,068
+5,952
+20% +$457K 0.04% 157
2013
Q4 		$2.26M Buy
30,116
+3,916
+15% +$278K 0.04% 167
2013
Q3 		$1.79M Sell
26,200
-547
-2% -$36.1K 0.04% 164
2013
Q2 		$1.65M Buy
+26,747
New +$1.6M 0.04% 160

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Creative Planning's IWC Position: Q1 2026 in Review

Creative Planning increased its iShares Micro-Cap ETF (IWC) stake by 0.02% in Q1 2026, buying an estimated $1.82K and bringing the position to 53,092 shares worth $8.47M. The position accounts for 0.01% of the portfolio, ranked #809.

Creative Planning first reported a position in IWC in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.6M in Q3 2015. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Creative Planning held 53,092 shares of iShares Micro-Cap ETF worth $8.47M as of Q1 2026.
  • Creative Planning bought 11 iShares Micro-Cap ETF shares in Q1 2026, an estimated $1.82K.
  • iShares Micro-Cap ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #809 holding.
  • Creative Planning first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's iShares Micro-Cap ETF position peaked at $26.6M in Q3 2015.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

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