Creative Planning
IWL icon

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
Q2 		$9.37M Sell
50,650
-3,966
-7% -$713K 0.01% 932
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Creative Planning's IWL Position: Q2 2026 in Review

Creative Planning reduced its iShares Russell Top 200 ETF (IWL) stake by 7.3% in Q2 2026, selling an estimated $713K and leaving 50,650 shares worth $9.37M. The position accounts for 0.01% of the portfolio, ranked #932.

Creative Planning first reported a position in IWL in Q1 2014 and has held it in 18 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Creative Planning held 50,650 shares of iShares Russell Top 200 ETF worth $9.37M as of Q2 2026.
  • Creative Planning sold 3,966 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $713K.
  • iShares Russell Top 200 ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #932 holding.
  • Creative Planning first reported a position in iShares Russell Top 200 ETF in Q1 2014 and has held it in 18 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.