Creative Planning
IWD icon

Creative Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Creative Planning’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115M Sell
536,891
-2,573
-0.5% -$563K 0.08% 117
2025
Q4 		$113M Buy
539,464
+15,111
+3% +$3.12M 0.08% 107
2025
Q3 		$107M Sell
524,353
-16,107
-3% -$3.2M 0.08% 102
2025
Q2 		$105M Buy
540,460
+4,125
+0.8% +$764K 0.09% 98
2025
Q1 		$101M Buy
536,335
+4,644
+0.9% +$884K 0.09% 99
2024
Q4 		$98.4M Buy
531,691
+7,158
+1% +$1.37M 0.1% 93
2024
Q3 		$99.6M Buy
524,533
+3,170
+0.6% +$577K 0.1% 92
2024
Q2 		$91M Sell
521,363
-2,864
-0.5% -$501K 0.1% 93
2024
Q1 		$93.9M Buy
524,227
+1,624
+0.3% +$275K 0.1% 92
2023
Q4 		$86.4M Buy
522,603
+37,836
+8% +$5.84M 0.16% 83
2023
Q3 		$73.6M Sell
484,767
-11,857
-2% -$1.88M 0.1% 99
2023
Q2 		$78.4M Sell
496,624
-12,581
-2% -$1.92M 0.1% 90
2023
Q1 		$77.5M Sell
509,205
-29,053
-5% -$4.49M 0.11% 87
2022
Q4 		$81.6M Sell
538,258
-1,236
-0.2% -$185K 0.12% 82
2022
Q3 		$73.4M Sell
539,494
-51,147
-9% -$7.69M 0.13% 75
2022
Q2 		$85.6M Buy
590,641
+82,302
+16% +$12.9M 0.14% 69
2022
Q1 		$84.4M Sell
508,339
-894
-0.2% -$147K 0.13% 71
2021
Q4 		$85.5M Sell
509,233
-415
-0.1% -$68K 0.14% 65
2021
Q3 		$79.8M Sell
509,648
-18,869
-4% -$3.03M 0.14% 62
2021
Q2 		$83.8M Sell
528,517
-300,960
-36% -$47.6M 0.15% 64
2021
Q1 		$126M Sell
829,477
-12,885
-2% -$1.86M 0.25% 46
2020
Q4 		$115M Buy
842,362
+354,756
+73% +$45.5M 0.25% 45
2020
Q3 		$57.6M Sell
487,606
-255,680
-34% -$30.3M 0.15% 64
2020
Q2 		$83.7M Buy
743,286
+370,248
+99% +$40.7M 0.24% 46
2020
Q1 		$37M Buy
373,038
+18,734
+5% +$2.33M 0.13% 67
2019
Q4 		$48.4M Buy
354,304
+5,955
+2% +$785K 0.15% 65
2019
Q3 		$44.7M Buy
348,349
+7,635
+2% +$970K 0.15% 66
2019
Q2 		$43.3M Buy
340,714
+613
+0.2% +$76.7K 0.15% 66
2019
Q1 		$42M Buy
340,101
+9,479
+3% +$1.14M 0.15% 63
2018
Q4 		$36.7M Sell
330,622
-8,807
-3% -$1.06M 0.15% 62
2018
Q3 		$43M Buy
339,429
+2,524
+0.7% +$317K 0.16% 58
2018
Q2 		$40.9M Buy
336,905
+2,884
+0.9% +$351K 0.16% 59
2018
Q1 		$40.1M Buy
334,021
+1,174
+0.4% +$146K 0.16% 57
2017
Q4 		$41.4M Buy
332,847
+7,815
+2% +$947K 0.18% 56
2017
Q3 		$38.5M Buy
325,032
+6,975
+2% +$813K 0.18% 57
2017
Q2 		$37M Buy
318,057
+14,061
+5% +$1.62M 0.19% 57
2017
Q1 		$34.9M Buy
303,996
+10,886
+4% +$1.25M 0.19% 56
2016
Q4 		$32.8M Sell
293,110
-1,037
-0.4% -$112K 0.2% 54
2016
Q3 		$31.1M Buy
294,147
+7,066
+2% +$745K 0.2% 52
2016
Q2 		$29.6M Sell
287,081
-19,382
-6% -$1.96M 0.21% 51
2016
Q1 		$30.3M Sell
306,463
-30,966
-9% -$2.9M 0.24% 48
2015
Q4 		$33M Buy
337,429
+3,285
+1% +$326K 0.27% 47
2015
Q3 		$31.2M Buy
334,144
+291,343
+681% +$28.9M 0.28% 44
2015
Q2 		$4.42M Buy
42,801
+559
+1% +$58.6K 0.04% 163
2015
Q1 		$4.35M Buy
42,242
+3,623
+9% +$375K 0.04% 160
2014
Q4 		$4.03M Buy
38,619
+6,185
+19% +$631K 0.04% 161
2014
Q3 		$3.25M Buy
32,434
+1,638
+5% +$166K 0.04% 174
2014
Q2 		$3.12M Buy
30,796
+2,869
+10% +$281K 0.04% 164
2014
Q1 		$2.69M Sell
27,927
-321
-1% -$30.1K 0.04% 159
2013
Q4 		$2.66M Buy
28,248
+4,939
+21% +$448K 0.05% 149
2013
Q3 		$2.01M Buy
23,309
+4,082
+21% +$354K 0.04% 148
2013
Q2 		$1.61M Buy
+19,227
New +$1.6M 0.04% 163

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's IWD Position: Q1 2026 in Review

Creative Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.48% in Q1 2026, selling an estimated $563K and leaving 536,891 shares worth $115M. The position accounts for 0.08% of the portfolio, ranked #117.

Creative Planning first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $126M in Q1 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Creative Planning held 536,891 shares of iShares Russell 1000 Value ETF worth $115M as of Q1 2026.
  • Creative Planning sold 2,573 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $563K.
  • iShares Russell 1000 Value ETF made up 0.08% of Creative Planning's portfolio in Q1 2026, its #117 holding.
  • Creative Planning first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's iShares Russell 1000 Value ETF position peaked at $126M in Q1 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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