Creative Planning
IWF icon

Creative Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Creative Planning’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201M Sell
1,885,388
-29,828
-2% -$3.39M 0.14% 76
2025
Q4 		$227M Buy
1,915,216
+69,692
+4% +$8.26M 0.16% 67
2025
Q3 		$216M Sell
1,845,524
-22,976
-1% -$2.56M 0.17% 67
2025
Q2 		$198M Buy
1,868,500
+17,988
+1% +$1.72M 0.17% 65
2025
Q1 		$167M Buy
1,850,512
+32,344
+2% +$3.19M 0.16% 70
2024
Q4 		$183M Buy
1,818,168
+70,028
+4% +$6.89M 0.18% 63
2024
Q3 		$164M Buy
1,748,140
+4,004
+0.2% +$363K 0.16% 66
2024
Q2 		$159M Sell
1,744,136
-15,500
-0.9% -$1.32M 0.17% 64
2024
Q1 		$148M Buy
1,759,636
+41,916
+2% +$3.38M 0.16% 66
2023
Q4 		$130M Buy
1,717,720
+98,380
+6% +$6.96M 0.24% 62
2023
Q3 		$108M Sell
1,619,340
-13,564
-0.8% -$937K 0.14% 72
2023
Q2 		$112M Sell
1,632,904
-15,340
-0.9% -$975K 0.15% 71
2023
Q1 		$101M Buy
1,648,244
+27,836
+2% +$1.6M 0.15% 74
2022
Q4 		$86.8M Buy
1,620,408
+60,640
+4% +$3.34M 0.13% 79
2022
Q3 		$82M Sell
1,559,768
-27,596
-2% -$1.62M 0.14% 65
2022
Q2 		$86.8M Buy
1,587,364
+158,888
+11% +$9.54M 0.14% 68
2022
Q1 		$99.1M Buy
1,428,476
+29,360
+2% +$2M 0.15% 64
2021
Q4 		$107M Sell
1,399,116
-1,288
-0.1% -$95.5K 0.17% 61
2021
Q3 		$95.9M Sell
1,400,404
-20,576
-1% -$1.46M 0.17% 59
2021
Q2 		$96.4M Sell
1,420,980
-734,536
-34% -$47.4M 0.17% 61
2021
Q1 		$131M Buy
2,155,516
+51,416
+2% +$3.13M 0.26% 44
2020
Q4 		$127M Buy
2,104,100
+757,132
+56% +$43.1M 0.28% 42
2020
Q3 		$73M Sell
1,346,968
-889,120
-40% -$46.8M 0.19% 56
2020
Q2 		$107M Buy
2,236,088
+867,040
+63% +$38.2M 0.31% 42
2020
Q1 		$51.6M Sell
1,369,048
-29,600
-2% -$1.28M 0.18% 51
2019
Q4 		$61.5M Sell
1,398,648
-22,976
-2% -$959K 0.18% 54
2019
Q3 		$56.7M Buy
1,421,624
+5,688
+0.4% +$228K 0.18% 55
2019
Q2 		$55.7M Sell
1,415,936
-3,692
-0.3% -$143K 0.19% 53
2019
Q1 		$53.7M Buy
1,419,628
+14,680
+1% +$527K 0.19% 51
2018
Q4 		$46M Buy
1,404,948
+32,748
+2% +$1.15M 0.19% 52
2018
Q3 		$53.5M Sell
1,372,200
-219,496
-14% -$8.31M 0.2% 50
2018
Q2 		$57.2M Buy
1,591,696
+9,820
+0.6% +$347K 0.22% 46
2018
Q1 		$53.8M Sell
1,581,876
-7,564
-0.5% -$265K 0.22% 45
2017
Q4 		$53.5M Buy
1,589,440
+14,384
+0.9% +$471K 0.23% 44
2017
Q3 		$49.2M Buy
1,575,056
+120,684
+8% +$3.69M 0.23% 45
2017
Q2 		$43.3M Sell
1,454,372
-1,020
-0.1% -$29.9K 0.22% 47
2017
Q1 		$41.4M Buy
1,455,392
+134,056
+10% +$3.72M 0.23% 48
2016
Q4 		$34.7M Sell
1,321,336
-4,968
-0.4% -$129K 0.21% 52
2016
Q3 		$34.5M Buy
1,326,304
+45,204
+4% +$1.18M 0.22% 51
2016
Q2 		$32.1M Sell
1,281,100
-108,752
-8% -$2.72M 0.23% 49
2016
Q1 		$34.7M Sell
1,389,852
-172,008
-11% -$4.06M 0.27% 44
2015
Q4 		$38.8M Buy
1,561,860
+6,580
+0.4% +$164K 0.32% 42
2015
Q3 		$36.2M Buy
1,555,280
+1,290,936
+488% +$31.8M 0.32% 41
2015
Q2 		$6.54M Buy
264,344
+108,656
+70% +$2.73M 0.06% 128
2015
Q1 		$3.85M Buy
155,688
+23,104
+17% +$564K 0.04% 178
2014
Q4 		$3.17M Buy
132,584
+6,108
+5% +$143K 0.03% 190
2014
Q3 		$2.9M Sell
126,476
-868
-0.7% -$19.9K 0.03% 185
2014
Q2 		$2.9M Buy
127,344
+14,524
+13% +$319K 0.04% 174
2014
Q1 		$2.44M Buy
112,820
+1,252
+1% +$26.9K 0.04% 174
2013
Q4 		$2.4M Buy
111,568
+11,804
+12% +$242K 0.04% 159
2013
Q3 		$1.95M Buy
99,764
+14,612
+17% +$280K 0.04% 153
2013
Q2 		$1.55M Buy
+85,152
New +$1.56M 0.04% 166

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's IWF Position: Q1 2026 in Review

Creative Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q1 2026, selling an estimated $3.39M and leaving 1,885,388 shares worth $201M. The position accounts for 0.14% of the portfolio, ranked #76.

Creative Planning first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $227M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Creative Planning held 1,885,388 shares of iShares Russell 1000 Growth ETF worth $201M as of Q1 2026.
  • Creative Planning sold 29,828 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.39M.
  • iShares Russell 1000 Growth ETF made up 0.14% of Creative Planning's portfolio in Q1 2026, its #76 holding.
  • Creative Planning first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's iShares Russell 1000 Growth ETF position peaked at $227M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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