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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,800
| Closed | -$5.02K | – | 4010 |
|
|
2025
Q3 | $5.02K | Buy |
12,800
+11,300
| +753% | +$2.59M | ﹤0.01% | 3859 |
|
|
2025
Q2 | $6.87K | Buy |
+1,500
| New | +$302K | ﹤0.01% | 3635 |
|
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$465 | – | 3259 |
|
|
2024
Q2 | $465 | Buy |
+1,500
| New | +$303K | ﹤0.01% | 3057 |
|
|
2024
Q1 | – | Sell |
-19,200
| Closed | -$58.4K | – | 2967 |
|
|
2023
Q4 | $58.4K | Buy |
19,200
+19,000
| +9,500% | +$3.4M | ﹤0.01% | 2632 |
|
|
2023
Q3 | $1.21K | Hold |
200
| – | – | ﹤0.01% | 2829 |
|
|
2023
Q2 | $995 | Sell |
200
-500
| -71% | -$89.1K | ﹤0.01% | 2611 |
|
|
2023
Q1 | $2.4K | Buy |
+700
| New | +$129K | ﹤0.01% | 2512 |
|
|
2022
Q4 | – | Sell |
-20,100
| Closed | -$694K | – | 2548 |
|
|
2022
Q3 | $694K | Buy |
+20,100
| New | +$3.67M | ﹤0.01% | 1140 |
|
|
2022
Q2 | – | Sell |
-1,900
| Closed | -$2K | – | 2409 |
|
|
2022
Q1 | $2K | Buy |
+1,900
| New | +$388K | ﹤0.01% | 2299 |
|
|
2021
Q2 | – | Sell |
-6,200
| Closed | -$61K | – | 2326 |
|
|
2021
Q1 | $61K | Buy |
6,200
+700
| +13% | +$153K | ﹤0.01% | 2325 |
|
|
2020
Q4 | $96K | Sell |
5,500
-1,500
| -21% | -$262K | ﹤0.01% | 2033 |
|
|
2020
Q3 | $73K | Sell |
7,000
-200
| -3% | -$30.1K | ﹤0.01% | 1870 |
|
|
2020
Q2 | $108K | Buy |
7,200
+2,000
| +38% | +$262K | ﹤0.01% | 1648 |
|
|
2020
Q1 | $233K | Buy |
5,200
+200
| +4% | +$29.8K | ﹤0.01% | 1311 |
|
|
2019
Q4 | $41K | Buy |
+5,000
| New | +$790K | ﹤0.01% | 1839 |
|
|
2019
Q1 | – | Sell |
-3,500
| Closed | -$10K | – | 2042 |
|
|
2018
Q4 | $10K | Buy |
+3,500
| New | +$522K | ﹤0.01% | 1829 |
|
|
2017
Q1 | – | Sell |
-900
| Closed | -$2K | – | 4786 |
|
|
2016
Q4 | $2K | Buy |
+900
| New | +$115K | ﹤0.01% | 4275 |
|
|
2016
Q3 | – | Sell |
-4,000
| Closed | -$7K | – | 4658 |
|
|
2016
Q2 | $7K | Buy |
4,000
+2,000
| +100% | +$226K | ﹤0.01% | 3464 |
|
|
2016
Q1 | $5K | Sell |
2,000
-1,000
| -33% | -$104K | ﹤0.01% | 3586 |
|
|
2015
Q4 | $14K | Buy |
3,000
+2,000
| +200% | +$231K | ﹤0.01% | 3071 |
|
|
2015
Q3 | $9K | Buy |
+1,000
| New | +$119K | ﹤0.01% | 3265 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$1K | – | 2050 |
|
|
2015
Q1 | $1K | Buy |
1,500
+1,000
| +200% | +$121K | ﹤0.01% | 4030 |
|
|
2014
Q4 | $1K | Hold |
500
| – | – | ﹤0.01% | 3978 |
|
|
2014
Q3 | $1K | Buy |
+500
| New | +$57.2K | ﹤0.01% | 3832 |
|
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.