CW
IWB icon

CreativeOne Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

CreativeOne Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$845K Sell
2,371
-846
-26% -$315K 0.02% 640
2025
Q4 		$1.2M Buy
3,217
+12
+0.4% +$4.45K 0.03% 484
2025
Q3 		$1.17M Sell
3,205
-642
-17% -$226K 0.03% 486
2025
Q2 		$1.31M Buy
3,847
+728
+23% +$229K 0.03% 462
2025
Q1 		$957K Buy
3,119
+130
+4% +$42K 0.03% 493
2024
Q4 		$963K Buy
2,989
+240
+9% +$77.7K 0.03% 481
2024
Q3 		$864K Buy
2,749
+279
+11% +$84.5K 0.03% 476
2024
Q2 		$735K Sell
2,470
-5,607
-69% -$1.61M 0.04% 390
2024
Q1 		$2.33M Buy
8,077
+680
+9% +$186K 0.09% 205
2023
Q4 		$1.94M Buy
7,397
+6,316
+584% +$1.55M 0.12% 160
2023
Q3 		$254K Sell
1,081
-115
-10% -$28.2K 0.02% 481
2023
Q2 		$291K Buy
1,196
+89
+8% +$20.5K 0.01% 662
2023
Q1 		$249K Buy
+1,107
New +$244K 0.01% 687
2020
Q3 		– Sell
-1,643
Closed -$282K – 272
2020
Q2 		$282K Buy
+1,643
New +$266K 0.04% 200

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth's IWB Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 26% in Q1 2026, selling an estimated $315K and leaving 2,371 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #640.

CreativeOne Wealth first reported a position in IWB in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.33M in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • CreativeOne Wealth held 2,371 shares of iShares Russell 1000 ETF worth $845K as of Q1 2026.
  • CreativeOne Wealth sold 846 iShares Russell 1000 ETF shares in Q1 2026, an estimated $315K.
  • iShares Russell 1000 ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #640 holding.
  • CreativeOne Wealth first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 14 quarters since.
  • CreativeOne Wealth's iShares Russell 1000 ETF position peaked at $2.33M in Q1 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.