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 $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.