Creative Planning’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $142M | Sell |
570,875
-34,700
| -6% | -$8.95M | 0.1% | 95 |
|
|
2025
Q4 | $149M | Buy |
605,575
+36,866
| +6% | +$9.06M | 0.11% | 87 |
|
|
2025
Q3 | $138M | Buy |
568,709
+744
| +0.1% | +$171K | 0.11% | 85 |
|
|
2025
Q2 | $123M | Sell |
567,965
-35,781
| -6% | -$7.2M | 0.1% | 87 |
|
|
2025
Q1 | $120M | Buy |
603,746
+10,328
| +2% | +$2.24M | 0.11% | 85 |
|
|
2024
Q4 | $131M | Buy |
593,418
+32,708
| +6% | +$7.46M | 0.13% | 75 |
|
|
2024
Q3 | $123M | Sell |
560,710
-14,077
| -2% | -$3.01M | 0.12% | 80 |
|
|
2024
Q2 | $117M | Buy |
574,787
+2,935
| +0.5% | +$593K | 0.12% | 76 |
|
|
2024
Q1 | $120M | Sell |
571,852
-19,429
| -3% | -$3.88M | 0.13% | 73 |
|
|
2023
Q4 | $119M | Buy |
591,281
+646
| +0.1% | +$116K | 0.22% | 66 |
|
|
2023
Q3 | $104M | Buy |
590,635
+46,620
| +9% | +$8.75M | 0.14% | 73 |
|
|
2023
Q2 | $102M | Sell |
544,015
-12,992
| -2% | -$2.32M | 0.14% | 74 |
|
|
2023
Q1 | $99.4M | Sell |
557,007
-27,231
| -5% | -$5.01M | 0.14% | 75 |
|
|
2022
Q4 | $102M | Sell |
584,238
-34,459
| -6% | -$6.13M | 0.15% | 71 |
|
|
2022
Q3 | $102M | Sell |
618,697
-129,168
| -17% | -$23.6M | 0.18% | 60 |
|
|
2022
Q2 | $127M | Buy |
747,865
+293,028
| +64% | +$54M | 0.21% | 54 |
|
|
2022
Q1 | $93.4M | Buy |
454,837
+141,129
| +45% | +$28.8M | 0.14% | 67 |
|
|
2021
Q4 | $69.8M | Buy |
313,708
+43,064
| +16% | +$9.73M | 0.11% | 72 |
|
|
2021
Q3 | $59.2M | Sell |
270,644
-54,851
| -17% | -$12.2M | 0.11% | 77 |
|
|
2021
Q2 | $74.7M | Buy |
325,495
+142,704
| +78% | +$32.1M | 0.13% | 69 |
|
|
2021
Q1 | $40.4M | Buy |
182,791
+20,892
| +13% | +$4.56M | 0.08% | 94 |
|
|
2020
Q4 | $31.7M | Buy |
161,899
+3,451
| +2% | +$604K | 0.07% | 114 |
|
|
2020
Q3 | $23.7M | Buy |
158,448
+11,973
| +8% | +$1.8M | 0.06% | 121 |
|
|
2020
Q2 | $21M | Sell |
146,475
-9,268
| -6% | -$1.22M | 0.06% | 119 |
|
|
2020
Q1 | $17.8M | Sell |
155,743
-9,446
| -6% | -$1.41M | 0.06% | 117 |
|
|
2019
Q4 | $27.4M | Buy |
165,189
+3,246
| +2% | +$513K | 0.08% | 98 |
|
|
2019
Q3 | $24.5M | Buy |
161,943
+23,271
| +17% | +$3.55M | 0.08% | 99 |
|
|
2019
Q2 | $21.6M | Buy |
138,672
+10,606
| +8% | +$1.63M | 0.07% | 110 |
|
|
2019
Q1 | $19.6M | Buy |
128,066
+5,754
| +5% | +$865K | 0.07% | 105 |
|
|
2018
Q4 | $16.4M | Buy |
122,312
+20,450
| +20% | +$3.05M | 0.07% | 108 |
|
|
2018
Q3 | $17.2M | Buy |
101,862
+29,235
| +40% | +$4.94M | 0.06% | 114 |
|
|
2018
Q2 | $11.9M | Buy |
72,627
+4,334
| +6% | +$693K | 0.05% | 137 |
|
|
2018
Q1 | $10.4M | Buy |
68,293
+2,896
| +4% | +$447K | 0.04% | 145 |
|
|
2017
Q4 | $9.97M | Buy |
65,397
+4,090
| +7% | +$614K | 0.04% | 146 |
|
|
2017
Q3 | $9.08M | Buy |
61,307
+9,372
| +18% | +$1.32M | 0.04% | 150 |
|
|
2017
Q2 | $7.32M | Sell |
51,935
-4,564
| -8% | -$632K | 0.04% | 171 |
|
|
2017
Q1 | $7.77M | Buy |
56,499
+5,926
| +12% | +$810K | 0.04% | 163 |
|
|
2016
Q4 | $6.82M | Buy |
50,573
+5,740
| +13% | +$734K | 0.04% | 171 |
|
|
2016
Q3 | $5.57M | Buy |
44,833
+6,023
| +16% | +$732K | 0.04% | 181 |
|
|
2016
Q2 | $4.46M | Sell |
38,810
-18,871
| -33% | -$2.13M | 0.03% | 181 |
|
|
2016
Q1 | $6.38M | Sell |
57,681
-12,543
| -18% | -$1.3M | 0.05% | 136 |
|
|
2015
Q4 | $7.91M | Buy |
70,224
+8,134
| +13% | +$938K | 0.07% | 116 |
|
|
2015
Q3 | $6.78M | Buy |
62,090
+405
| +0.7% | +$48K | 0.06% | 127 |
|
|
2015
Q2 | $7.7M | Buy |
61,685
+24,912
| +68% | +$3.11M | 0.07% | 119 |
|
|
2015
Q1 | $4.57M | Buy |
36,773
+7,556
| +26% | +$911K | 0.04% | 155 |
|
|
2014
Q4 | $3.5M | Buy |
29,217
+800
| +3% | +$91.5K | 0.04% | 180 |
|
|
2014
Q3 | $3.11M | Buy |
28,417
+1,522
| +6% | +$174K | 0.04% | 179 |
|
|
2014
Q2 | $3.19M | Buy |
26,895
+4,583
| +21% | +$520K | 0.04% | 161 |
|
|
2014
Q1 | $2.6M | Buy |
22,312
+1,634
| +8% | +$188K | 0.04% | 164 |
|
|
2013
Q4 | $2.38M | Buy |
20,678
+1,416
| +7% | +$156K | 0.04% | 160 |
|
|
2013
Q3 | $2.05M | Buy |
19,262
+422
| +2% | +$43.7K | 0.04% | 143 |
|
|
2013
Q2 | $1.83M | Buy |
+18,840
| New | +$1.8M | 0.04% | 141 |
|
Other funds holding IWM
Creative Planning's IWM Position: Q1 2026 in Review
Creative Planning reduced its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q1 2026, selling an estimated $8.95M and leaving 570,875 shares worth $142M. The position accounts for 0.1% of the portfolio, ranked #95.
Creative Planning first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $149M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Creative Planning held 570,875 shares of iShares Russell 2000 ETF worth $142M as of Q1 2026.
- Creative Planning sold 34,700 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.95M.
- iShares Russell 2000 ETF made up 0.1% of Creative Planning's portfolio in Q1 2026, its #95 holding.
- Creative Planning first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's iShares Russell 2000 ETF position peaked at $149M in Q4 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.