Creative Planning
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Creative Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Creative Planning’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$86 – 4009
2025
Q3 		$86 Hold
200
– – ﹤0.01% 3907
2025
Q2 		$73 Buy
+200
New +$40.2K ﹤0.01% 3672
2024
Q3 		– Sell
-100
Closed -$2.65K – 3258
2024
Q2 		$2.65K Hold
100
– – ﹤0.01% 3042
2024
Q1 		$3.68K Buy
+100
New +$19.9K ﹤0.01% 2894
2023
Q4 		– Sell
-100
Closed -$1.74K – 2923
2023
Q3 		$1.74K Sell
100
-100
-50% -$18.8K ﹤0.01% 2812
2023
Q2 		$6.57K Sell
200
-800
-80% -$143K ﹤0.01% 2559
2023
Q1 		$14.6K Sell
1,000
-500
-33% -$92.1K ﹤0.01% 2434
2022
Q4 		$31.9K Buy
1,500
+900
+150% +$160K ﹤0.01% 2283
2022
Q3 		$2K Sell
600
-900
-60% -$164K ﹤0.01% 2287
2022
Q2 		$3K Buy
+1,500
New +$277K ﹤0.01% 2240
2021
Q1 		– Sell
-1,300
Closed -$4K – 2660
2020
Q4 		$4K Sell
1,300
-1,000
-43% -$175K ﹤0.01% 2270
2020
Q3 		$5K Buy
+2,300
New +$346K ﹤0.01% 2042
2020
Q1 		– Sell
-100
Closed -$1K – 1985
2019
Q4 		$1K Sell
100
-200
-67% -$31.6K ﹤0.01% 1964
2019
Q3 		$1K Buy
300
+200
+200% +$30.5K ﹤0.01% 1972
2019
Q2 		$1K Buy
+100
New +$15.4K ﹤0.01% 1997
2017
Q3 		– Sell
-500
Closed -$2K – 2802
2017
Q2 		$2K Sell
500
-1,300
-72% -$180K ﹤0.01% 4311
2017
Q1 		$12K Buy
1,800
+200
+13% +$27.3K ﹤0.01% 3473
2016
Q4 		$13K Buy
1,600
+100
+7% +$12.8K ﹤0.01% 3364
2016
Q3 		$1K Buy
+1,500
New +$182K ﹤0.01% 4392
2015
Q2 		– Sell
-2,000
Closed -$1K – 2049
2015
Q1 		$1K Buy
2,000
+400
+25% +$48.2K ﹤0.01% 4029
2014
Q4 		$3K Buy
+1,600
New +$183K ﹤0.01% 3708

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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.