Creative Planning
IWR icon

Creative Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Creative Planning’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,900
Closed -$455 – 2970
2023
Q2 		$455 Hold
1,900
– – ﹤0.01% 2623
2023
Q1 		$4.37K Buy
+1,900
New +$134K ﹤0.01% 2492

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's IWR Position: Q2 2026 in Review

Creative Planning reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, selling an estimated $2.18M and leaving 936,524 shares worth $103M. The position accounts for 0.06% of the portfolio, ranked #147.

Creative Planning first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Creative Planning held 936,524 shares of iShares Russell Mid-Cap ETF worth $103M as of Q2 2026.
  • Creative Planning sold 20,701 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.18M.
  • iShares Russell Mid-Cap ETF made up 0.06% of Creative Planning's portfolio in Q2 2026, its #147 holding.
  • Creative Planning first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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