Creative Planning
IWV icon

Creative Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Creative Planning’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Buy
44,596
+2,904
+7% +$1.12M 0.01% 507
2025
Q4 		$16.1M Buy
41,692
+3,492
+9% +$1.34M 0.01% 452
2025
Q3 		$14.5M Buy
38,200
+1,707
+5% +$622K 0.01% 445
2025
Q2 		$12.8M Buy
36,493
+163
+0.4% +$52.9K 0.01% 453
2025
Q1 		$11.5M Buy
36,330
+118
+0.3% +$39.6K 0.01% 443
2024
Q4 		$12.1M Buy
36,212
+1,512
+4% +$509K 0.01% 396
2024
Q3 		$11.3M Sell
34,700
-977
-3% -$308K 0.01% 402
2024
Q2 		$11M Sell
35,677
-426
-1% -$127K 0.01% 391
2024
Q1 		$10.8M Buy
36,103
+790
+2% +$225K 0.01% 385
2023
Q4 		$9.67M Buy
35,313
+2,787
+9% +$711K 0.02% 385
2023
Q3 		$7.97M Buy
32,526
+513
+2% +$131K 0.01% 410
2023
Q2 		$8.15M Buy
32,013
+829
+3% +$199K 0.01% 395
2023
Q1 		$7.34M Buy
31,184
+67
+0.2% +$15.5K 0.01% 405
2022
Q4 		$6.87M Sell
31,117
-936
-3% -$208K 0.01% 409
2022
Q3 		$6.64M Sell
32,053
-2,098
-6% -$483K 0.01% 383
2022
Q2 		$7.42M Sell
34,151
-467
-1% -$111K 0.01% 374
2022
Q1 		$9.08M Sell
34,618
-269
-0.8% -$69.6K 0.01% 336
2021
Q4 		$9.68M Sell
34,887
-709
-2% -$192K 0.02% 290
2021
Q3 		$9.07M Sell
35,596
-12,084
-25% -$3.16M 0.02% 285
2021
Q2 		$12.2M Buy
47,680
+24,742
+108% +$6.17M 0.02% 237
2021
Q1 		$5.44M Buy
22,938
+78
+0.3% +$18.1K 0.01% 399
2020
Q4 		$5.11M Buy
22,860
+2,313
+11% +$486K 0.01% 372
2020
Q3 		$4.02M Buy
20,547
+5,233
+34% +$1.01M 0.01% 354
2020
Q2 		$2.76M Buy
15,314
+7,014
+85% +$1.19M 0.01% 401
2020
Q1 		$1.23M Sell
8,300
-418
-5% -$74.4K ﹤0.01% 567
2019
Q4 		$1.64M Sell
8,718
-32
-0.4% -$5.77K ﹤0.01% 581
2019
Q3 		$1.52M Sell
8,750
-17
-0.2% -$2.95K ﹤0.01% 585
2019
Q2 		$1.51M Buy
8,767
+310
+4% +$52.6K 0.01% 590
2019
Q1 		$1.41M Sell
8,457
-43
-0.5% -$6.9K 0.01% 595
2018
Q4 		$1.25M Sell
8,500
-50
-0.6% -$7.94K 0.01% 583
2018
Q3 		$1.47M Buy
8,550
+1,829
+27% +$310K 0.01% 584
2018
Q2 		$1.09M Buy
6,721
+3,298
+96% +$530K ﹤0.01% 705
2018
Q1 		$535K Sell
3,423
-297
-8% -$48K ﹤0.01% 1048
2017
Q4 		$588K Buy
3,720
+55
+2% +$8.48K ﹤0.01% 981
2017
Q3 		$547K Buy
3,665
+857
+31% +$125K ﹤0.01% 1005
2017
Q2 		$404K Buy
2,808
+341
+14% +$48.5K ﹤0.01% 1128
2017
Q1 		$345K Sell
2,467
-36
-1% -$4.97K ﹤0.01% 1184
2016
Q4 		$333K Sell
2,503
-95
-4% -$12.3K ﹤0.01% 1142
2016
Q3 		$333K Buy
2,598
+548
+27% +$70K ﹤0.01% 1129
2016
Q2 		$254K Sell
2,050
-386
-16% -$47.2K ﹤0.01% 1137
2016
Q1 		$294K Buy
2,436
+912
+60% +$104K ﹤0.01% 1008
2015
Q4 		$183K Sell
1,524
-75
-5% -$9.12K ﹤0.01% 1252
2015
Q3 		$182K Buy
+1,599
New +$194K ﹤0.01% 1244
2015
Q2 		– Sell
-1,431
Closed -$177K – 2052
2015
Q1 		$177K Buy
1,431
+521
+57% +$64.2K ﹤0.01% 1254
2014
Q4 		$111K Buy
910
+49
+6% +$5.85K ﹤0.01% 1502
2014
Q3 		$101K Sell
861
-1,349
-61% -$159K ﹤0.01% 1471
2014
Q2 		$260K Buy
2,210
+464
+27% +$52.8K ﹤0.01% 912
2014
Q1 		$196K Buy
1,746
+949
+119% +$105K ﹤0.01% 1009
2013
Q4 		$88K Hold
797
– – ﹤0.01% 1280
2013
Q3 		$81K Sell
797
-9
-1% -$902 ﹤0.01% 1245
2013
Q2 		$78K Buy
+806
New +$77.2K ﹤0.01% 1119

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's IWV Position: Q1 2026 in Review

Creative Planning increased its iShares Russell 3000 ETF (IWV) stake by 7% in Q1 2026, buying an estimated $1.12M and bringing the position to 44,596 shares worth $16.5M. The position accounts for 0.01% of the portfolio, ranked #507.

Creative Planning first reported a position in IWV in Q2 2013 and has held it in 51 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Creative Planning held 44,596 shares of iShares Russell 3000 ETF worth $16.5M as of Q1 2026.
  • Creative Planning bought 2,904 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.12M.
  • iShares Russell 3000 ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #507 holding.
  • Creative Planning first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 51 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.