Creative Planning

Creative Planning’s iShares Russell Top 200 ETF IWL Stock Holding History

Creative Planning’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.76M	Buy	54,616 +36,727	+205%	+$6.19M	0.01%	787
2025 Q4	$3.05M	Hold	17,889	–	–	﹤0.01%	1371
2025 Q3	$2.97M	Buy	17,889 +33	+0.2%	+$5.25K	﹤0.01%	1231
2025 Q2	$2.73M	Sell	17,856 -106	-0.6%	-$14.9K	﹤0.01%	1096
2025 Q1	$2.47M	Buy	17,962 +7,252	+68%	+$1.05M	﹤0.01%	1050
2024 Q4	$1.55M	Buy	10,710 +189	+2%	+$27.3K	﹤0.01%	1304
2024 Q3	$1.48M	Sell	10,521 -219	-2%	-$29.7K	﹤0.01%	1253
2024 Q2	$1.44M	Buy	10,740 +296	+3%	+$37.8K	﹤0.01%	1168
2024 Q1	$1.33M	Buy	10,444 +10	+0.1%	+$1.21K	﹤0.01%	1159
2023 Q4	$1.2M	Sell	10,434 -1,808	-15%	-$196K	﹤0.01%	1143
2023 Q3	$1.27M	Hold	12,242	–	–	﹤0.01%	1057
2023 Q2	$1.31M	Buy	12,242 +1	+0%	+$100	﹤0.01%	993
2023 Q1	$1.19M	Buy	12,241 +3,686	+43%	+$347K	﹤0.01%	988
2022 Q4	$770K	Buy	8,555 +3,686	+76%	+$334K	﹤0.01%	1165
2022 Q3	$413K	Hold	4,869	–	–	﹤0.01%	1447
2022 Q2	$437K	Buy	+4,869	New	+$474K	﹤0.01%	1390
2014 Q2	–	Sell	-200	Closed	-$8K	–	3867
2014 Q1	$8K	Buy	+200	New	+$8.34K	﹤0.01%	2854

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return