Creative Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.8M | Sell |
415,398
-7,988
| -2% | -$1.1M | 0.04% | 212 |
|
|
2026
Q1 | $54.2M | Buy |
423,386
+2,625
| +0.6% | +$355K | 0.04% | 207 |
|
|
2025
Q4 | $57.6M | Buy |
420,761
+36,752
| +10% | +$5.14M | 0.04% | 182 |
|
|
2025
Q3 | $54.7M | Sell |
384,009
-5,936
| -2% | -$839K | 0.04% | 172 |
|
|
2025
Q2 | $54.1M | Buy |
389,945
+7,237
| +2% | +$916K | 0.05% | 158 |
|
|
2025
Q1 | $45M | Sell |
382,708
-246
| -0.1% | -$31.6K | 0.04% | 178 |
|
|
2024
Q4 | $48.5M | Buy |
382,954
+20,971
| +6% | +$2.67M | 0.05% | 150 |
|
|
2024
Q3 | $42.5M | Buy |
361,983
+1,095
| +0.3% | +$122K | 0.04% | 164 |
|
|
2024
Q2 | $39.8M | Sell |
360,888
-12,725
| -3% | -$1.4M | 0.04% | 166 |
|
|
2024
Q1 | $42.6M | Sell |
373,613
-1,983
| -0.5% | -$215K | 0.05% | 154 |
|
|
2023
Q4 | $39.2M | Sell |
375,596
-7,625
| -2% | -$723K | 0.07% | 151 |
|
|
2023
Q3 | $35M | Sell |
383,221
-21,073
| -5% | -$2.01M | 0.05% | 166 |
|
|
2023
Q2 | $39.1M | Sell |
404,294
-7,295
| -2% | -$665K | 0.05% | 140 |
|
|
2023
Q1 | $37.5M | Sell |
411,589
-977
| -0.2% | -$87.2K | 0.05% | 134 |
|
|
2022
Q4 | $34.5M | Sell |
412,566
-377
| -0.1% | -$31.7K | 0.05% | 145 |
|
|
2022
Q3 | $32.4M | Sell |
412,943
-2,436
| -0.6% | -$210K | 0.06% | 130 |
|
|
2022
Q2 | $32.9M | Buy |
415,379
+22,990
| +6% | +$2M | 0.05% | 139 |
|
|
2022
Q1 | $39.4M | Buy |
392,389
+10,037
| +3% | +$1,000K | 0.06% | 126 |
|
|
2021
Q4 | $44.1M | Sell |
382,352
-3,634
| -0.9% | -$424K | 0.07% | 106 |
|
|
2021
Q3 | $43.3M | Buy |
385,986
+4,039
| +1% | +$465K | 0.08% | 102 |
|
|
2021
Q2 | $43.2M | Sell |
381,947
-261,966
| -41% | -$28M | 0.08% | 103 |
|
|
2021
Q1 | $65.7M | Buy |
643,913
+4,188
| +0.7% | +$438K | 0.13% | 71 |
|
|
2020
Q4 | $65.7M | Buy |
639,725
+265,313
| +71% | +$25.2M | 0.14% | 66 |
|
|
2020
Q3 | $32.4M | Sell |
374,412
-258,012
| -41% | -$21.8M | 0.08% | 94 |
|
|
2020
Q2 | $50M | Buy |
632,424
+284,956
| +82% | +$20.7M | 0.14% | 66 |
|
|
2020
Q1 | $21.1M | Buy |
347,468
+430
| +0.1% | +$31.3K | 0.07% | 105 |
|
|
2019
Q4 | $26.5M | Buy |
347,038
+2,798
| +0.8% | +$205K | 0.08% | 101 |
|
|
2019
Q3 | $24.3M | Sell |
344,240
-708
| -0.2% | -$50.9K | 0.08% | 101 |
|
|
2019
Q2 | $24.6M | Sell |
344,948
-1,148
| -0.3% | -$79.8K | 0.08% | 99 |
|
|
2019
Q1 | $23.5M | Buy |
346,096
+4,158
| +1% | +$267K | 0.08% | 94 |
|
|
2018
Q4 | $19.4M | Buy |
341,938
+22,814
| +7% | +$1.39M | 0.08% | 95 |
|
|
2018
Q3 | $21.6M | Sell |
319,124
-54,576
| -15% | -$3.63M | 0.08% | 97 |
|
|
2018
Q2 | $23.7M | Buy |
373,700
+1,176
| +0.3% | +$74K | 0.09% | 86 |
|
|
2018
Q1 | $22.9M | Buy |
372,524
+778
| +0.2% | +$48.6K | 0.09% | 85 |
|
|
2017
Q4 | $22.4M | Buy |
371,746
+5,852
| +2% | +$344K | 0.1% | 87 |
|
|
2017
Q3 | $20.7M | Buy |
365,894
+4,280
| +1% | +$235K | 0.1% | 91 |
|
|
2017
Q2 | $19.5M | Sell |
361,614
-8,352
| -2% | -$444K | 0.1% | 89 |
|
|
2017
Q1 | $19.2M | Buy |
369,966
+13,812
| +4% | +$705K | 0.1% | 88 |
|
|
2016
Q4 | $17.3M | Buy |
356,154
+2,456
| +0.7% | +$118K | 0.11% | 90 |
|
|
2016
Q3 | $17.2M | Buy |
353,698
+4,486
| +1% | +$218K | 0.11% | 89 |
|
|
2016
Q2 | $16.3M | Buy |
349,212
+2,034
| +0.6% | +$94.1K | 0.12% | 81 |
|
|
2016
Q1 | $16M | Sell |
347,178
-79,982
| -19% | -$3.45M | 0.12% | 79 |
|
|
2015
Q4 | $19.6M | Buy |
427,160
+43,560
| +11% | +$2.03M | 0.16% | 68 |
|
|
2015
Q3 | $17M | Buy |
383,600
+336,452
| +714% | +$16M | 0.15% | 71 |
|
|
2015
Q2 | $2.28M | Buy |
47,148
+5,618
| +14% | +$277K | 0.02% | 267 |
|
|
2015
Q1 | $2.03M | Buy |
41,530
+9,092
| +28% | +$434K | 0.02% | 274 |
|
|
2014
Q4 | $1.51M | Buy |
32,438
+4,024
| +14% | +$182K | 0.02% | 336 |
|
|
2014
Q3 | $1.25M | Buy |
28,414
+3,178
| +13% | +$142K | 0.01% | 339 |
|
|
2014
Q2 | $1.13M | Buy |
25,236
+4,298
| +21% | +$185K | 0.01% | 355 |
|
|
2014
Q1 | $898K | Buy |
20,938
+3,232
| +18% | +$138K | 0.01% | 403 |
|
|
2013
Q4 | $747K | Buy |
17,706
+4,956
| +39% | +$200K | 0.01% | 387 |
|
|
2013
Q3 | $499K | Sell |
12,750
-560
| -4% | -$21.4K | 0.01% | 454 |
|
|
2013
Q2 | $477K | Buy |
+13,310
| New | +$476K | 0.01% | 417 |
|
Other funds holding IWP
FCAS
CCWM
Creative Planning's IWP Position: Q2 2026 in Review
Creative Planning reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, selling an estimated $1.1M and leaving 415,398 shares worth $60.8M. The position accounts for 0.04% of the portfolio, ranked #212.
Creative Planning first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.7M in Q1 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- Creative Planning held 415,398 shares of iShares Russell Mid-Cap Growth ETF worth $60.8M as of Q2 2026.
- Creative Planning sold 7,988 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.1M.
- iShares Russell Mid-Cap Growth ETF made up 0.04% of Creative Planning's portfolio in Q2 2026, its #212 holding.
- Creative Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's iShares Russell Mid-Cap Growth ETF position peaked at $65.7M in Q1 2021.
- 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.