Creative Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $93.1M | Buy |
957,225
+17,660
| +2% | +$1.76M | 0.06% | 138 |
|
|
2025
Q4 | $90.5M | Buy |
939,565
+11,444
| +1% | +$1.1M | 0.06% | 128 |
|
|
2025
Q3 | $89.6M | Sell |
928,121
-2,299
| -0.2% | -$218K | 0.07% | 123 |
|
|
2025
Q2 | $85.6M | Buy |
930,420
+245,879
| +36% | +$21.2M | 0.07% | 112 |
|
|
2025
Q1 | $58.2M | Buy |
684,541
+77,416
| +13% | +$6.9M | 0.05% | 139 |
|
|
2024
Q4 | $53.7M | Buy |
607,125
+25,797
| +4% | +$2.34M | 0.05% | 137 |
|
|
2024
Q3 | $51.2M | Buy |
581,328
+5,894
| +1% | +$497K | 0.05% | 137 |
|
|
2024
Q2 | $46.7M | Buy |
575,434
+4,617
| +0.8% | +$376K | 0.05% | 143 |
|
|
2024
Q1 | $48M | Buy |
570,817
+5,855
| +1% | +$464K | 0.05% | 136 |
|
|
2023
Q4 | $43.9M | Buy |
564,962
+67,562
| +14% | +$4.8M | 0.08% | 135 |
|
|
2023
Q3 | $34.4M | Buy |
497,400
+28,682
| +6% | +$2.09M | 0.05% | 167 |
|
|
2023
Q2 | $34.2M | Buy |
468,718
+1,824
| +0.4% | +$127K | 0.05% | 158 |
|
|
2023
Q1 | $32.6M | Sell |
466,894
-5,163
| -1% | -$365K | 0.05% | 152 |
|
|
2022
Q4 | $31.8M | Buy |
472,057
+99,493
| +27% | +$6.71M | 0.05% | 151 |
|
|
2022
Q3 | $23.2M | Sell |
372,564
-108,049
| -22% | -$7.43M | 0.04% | 165 |
|
|
2022
Q2 | $31.1M | Buy |
480,613
+165,288
| +52% | +$11.8M | 0.05% | 144 |
|
|
2022
Q1 | $24.6M | Buy |
315,325
+55
| +0% | +$4.23K | 0.04% | 177 |
|
|
2021
Q4 | $26.2M | Buy |
315,270
+2,578
| +0.8% | +$212K | 0.04% | 155 |
|
|
2021
Q3 | $24.5M | Buy |
312,692
+10,256
| +3% | +$822K | 0.04% | 157 |
|
|
2021
Q2 | $24M | Buy |
302,436
+2,960
| +1% | +$230K | 0.04% | 156 |
|
|
2021
Q1 | $22.1M | Buy |
299,476
+3,583
| +1% | +$259K | 0.04% | 159 |
|
|
2020
Q4 | $20.3M | Buy |
295,893
+3,241
| +1% | +$206K | 0.04% | 160 |
|
|
2020
Q3 | $16.8M | Buy |
292,652
+17,133
| +6% | +$975K | 0.04% | 152 |
|
|
2020
Q2 | $14.8M | Sell |
275,519
-3,875
| -1% | -$194K | 0.04% | 152 |
|
|
2020
Q1 | $12.1M | Buy |
279,394
+6,154
| +2% | +$339K | 0.04% | 146 |
|
|
2019
Q4 | $16.3M | Sell |
273,240
-3,763
| -1% | -$216K | 0.05% | 138 |
|
|
2019
Q3 | $15.5M | Buy |
277,003
+891
| +0.3% | +$49.8K | 0.05% | 135 |
|
|
2019
Q2 | $15.4M | Buy |
276,112
+2,152
| +0.8% | +$118K | 0.05% | 134 |
|
|
2019
Q1 | $14.8M | Sell |
273,960
-138
| -0.1% | -$7.15K | 0.05% | 128 |
|
|
2018
Q4 | $12.7M | Sell |
274,098
-2,206
| -0.8% | -$111K | 0.05% | 129 |
|
|
2018
Q3 | $15.2M | Buy |
276,304
+7,448
| +3% | +$408K | 0.06% | 127 |
|
|
2018
Q2 | $14.3M | Sell |
268,856
-1,244
| -0.5% | -$65.5K | 0.06% | 124 |
|
|
2018
Q1 | $13.9M | Sell |
270,100
-3,232
| -1% | -$170K | 0.06% | 119 |
|
|
2017
Q4 | $14.2M | Sell |
273,332
-1,120
| -0.4% | -$56.8K | 0.06% | 119 |
|
|
2017
Q3 | $13.5M | Buy |
274,452
+16,524
| +6% | +$798K | 0.06% | 119 |
|
|
2017
Q2 | $12.4M | Sell |
257,928
-1,712
| -0.7% | -$81.2K | 0.06% | 118 |
|
|
2017
Q1 | $12.2M | Sell |
259,640
-1,220
| -0.5% | -$56.6K | 0.07% | 112 |
|
|
2016
Q4 | $11.7M | Buy |
260,860
+7,976
| +3% | +$349K | 0.07% | 110 |
|
|
2016
Q3 | $11M | Buy |
252,884
+184
| +0.1% | +$7.98K | 0.07% | 112 |
|
|
2016
Q2 | $10.6M | Sell |
252,700
-12,652
| -5% | -$522K | 0.08% | 101 |
|
|
2016
Q1 | $10.8M | Buy |
265,352
+1,148
| +0.4% | +$43.7K | 0.08% | 94 |
|
|
2015
Q4 | $10.6M | Buy |
264,204
+8,660
| +3% | +$353K | 0.09% | 99 |
|
|
2015
Q3 | $9.94M | Sell |
255,544
-80
| -0% | -$3.31K | 0.09% | 97 |
|
|
2015
Q2 | $10.9M | Sell |
255,624
-1,524
| -0.6% | -$66.3K | 0.1% | 92 |
|
|
2015
Q1 | $11.1M | Buy |
257,148
+6,296
| +3% | +$268K | 0.1% | 86 |
|
|
2014
Q4 | $10.5M | Sell |
250,852
-9,248
| -4% | -$375K | 0.11% | 85 |
|
|
2014
Q3 | $10.3M | Buy |
260,100
+2,996
| +1% | +$121K | 0.12% | 84 |
|
|
2014
Q2 | $10.4M | Sell |
257,104
-540
| -0.2% | -$21.1K | 0.14% | 77 |
|
|
2014
Q1 | $9.97M | Sell |
257,644
-5,880
| -2% | -$223K | 0.15% | 67 |
|
|
2013
Q4 | $9.88M | Sell |
263,524
-9,908
| -4% | -$358K | 0.17% | 64 |
|
|
2013
Q3 | $9.51M | Sell |
273,432
-44
| -0% | -$1.5K | 0.19% | 57 |
|
|
2013
Q2 | $8.88M | Buy |
+273,476
| New | +$8.87M | 0.21% | 50 |
|
Other funds holding IWR
Creative Planning's IWR Position: Q1 2026 in Review
Creative Planning increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q1 2026, buying an estimated $1.76M and bringing the position to 957,225 shares worth $93.1M. The position accounts for 0.06% of the portfolio, ranked #138.
Creative Planning first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Creative Planning held 957,225 shares of iShares Russell Mid-Cap ETF worth $93.1M as of Q1 2026.
- Creative Planning bought 17,660 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.76M.
- iShares Russell Mid-Cap ETF made up 0.06% of Creative Planning's portfolio in Q1 2026, its #138 holding.
- Creative Planning first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.