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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's IWM Position: Q2 2026 in Review

Creative Planning reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $2.52M and leaving 561,917 shares worth $169M. The position accounts for 0.1% of the portfolio, ranked #93.

Creative Planning first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Creative Planning held 561,917 shares of iShares Russell 2000 ETF worth $169M as of Q2 2026.
Creative Planning sold 8,958 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.52M.
iShares Russell 2000 ETF made up 0.1% of Creative Planning's portfolio in Q2 2026, its #93 holding.
Creative Planning first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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