CreativeOne Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.69M | Sell |
22,945
-1,927
| -8% | -$497K | 0.13% | 147 |
|
|
2025
Q4 | $6.12M | Buy |
24,872
+5,027
| +25% | +$1.24M | 0.15% | 125 |
|
|
2025
Q3 | $4.8M | Sell |
19,845
-1,033
| -5% | -$237K | 0.12% | 159 |
|
|
2025
Q2 | $4.51M | Sell |
20,878
-1,546
| -7% | -$311K | 0.12% | 161 |
|
|
2025
Q1 | $4.47M | Sell |
22,424
-1,917
| -8% | -$416K | 0.13% | 154 |
|
|
2024
Q4 | $5.38M | Buy |
24,341
+1,066
| +5% | +$243K | 0.16% | 123 |
|
|
2024
Q3 | $5.14M | Buy |
23,275
+1,793
| +8% | +$384K | 0.17% | 116 |
|
|
2024
Q2 | $4.36M | Sell |
21,482
-4,304
| -17% | -$870K | 0.22% | 94 |
|
|
2024
Q1 | $5.42M | Buy |
25,786
+11,377
| +79% | +$2.27M | 0.22% | 96 |
|
|
2023
Q4 | $2.89M | Buy |
14,409
+1,450
| +11% | +$260K | 0.19% | 107 |
|
|
2023
Q3 | $2.29M | Sell |
12,959
-13,877
| -52% | -$2.61M | 0.16% | 125 |
|
|
2023
Q2 | $5.03M | Sell |
26,836
-5,046
| -16% | -$900K | 0.23% | 81 |
|
|
2023
Q1 | $5.69M | Sell |
31,882
-4,657
| -13% | -$857K | 0.28% | 69 |
|
|
2022
Q4 | $6.37M | Buy |
36,539
+4,881
| +15% | +$868K | 0.35% | 68 |
|
|
2022
Q3 | $5.22M | Buy |
31,658
+17,560
| +125% | +$3.2M | 0.31% | 71 |
|
|
2022
Q2 | $2.39M | Sell |
14,098
-7,890
| -36% | -$1.45M | 0.13% | 129 |
|
|
2022
Q1 | $4.51M | Buy |
21,988
+8,380
| +62% | +$1.71M | 0.23% | 74 |
|
|
2021
Q4 | $3.03M | Buy |
13,608
+466
| +4% | +$105K | 0.15% | 111 |
|
|
2021
Q3 | $2.87M | Sell |
13,142
-1,637
| -11% | -$363K | 0.17% | 111 |
|
|
2021
Q2 | $3.39M | Buy |
14,779
+1,366
| +10% | +$307K | 0.21% | 95 |
|
|
2021
Q1 | $2.96M | Buy |
13,413
+3,853
| +40% | +$841K | 0.22% | 80 |
|
|
2020
Q4 | $1.88M | Buy |
9,560
+6,082
| +175% | +$1.06M | 0.16% | 106 |
|
|
2020
Q3 | $521K | Sell |
3,478
-270
| -7% | -$40.6K | 0.07% | 163 |
|
|
2020
Q2 | $536K | Sell |
3,748
-232
| -6% | -$30.4K | 0.08% | 126 |
|
|
2020
Q1 | $455K | Buy |
3,980
+324
| +9% | +$48.3K | 0.09% | 112 |
|
|
2019
Q4 | $606K | Buy |
3,656
+464
| +15% | +$73.3K | 0.1% | 94 |
|
|
2019
Q3 | $483K | Buy |
3,192
+464
| +17% | +$70.9K | 0.09% | 94 |
|
|
2019
Q2 | $424K | Buy |
2,728
+384
| +16% | +$59.2K | 0.09% | 95 |
|
|
2019
Q1 | $359K | Sell |
2,344
-17
| -0.7% | -$2.56K | 0.09% | 88 |
|
|
2018
Q4 | $316K | Buy |
+2,361
| New | +$352K | 0.11% | 77 |
|
|
2018
Q2 | – | Sell |
-2,139
| Closed | -$325K | – | 62 |
|
|
2018
Q1 | $325K | Buy |
+2,139
| New | +$330K | 0.16% | 40 |
|
Other funds holding IWM
CreativeOne Wealth's IWM Position: Q1 2026 in Review
CreativeOne Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q1 2026, selling an estimated $497K and leaving 22,945 shares worth $5.69M. The position accounts for 0.13% of the portfolio, ranked #147.
CreativeOne Wealth first reported a position in IWM in Q1 2018 and has held it in 31 quarters since. The position peaked at $6.37M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- CreativeOne Wealth held 22,945 shares of iShares Russell 2000 ETF worth $5.69M as of Q1 2026.
- CreativeOne Wealth sold 1,927 iShares Russell 2000 ETF shares in Q1 2026, an estimated $497K.
- iShares Russell 2000 ETF made up 0.13% of CreativeOne Wealth's portfolio in Q1 2026, its #147 holding.
- CreativeOne Wealth first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 31 quarters since.
- CreativeOne Wealth's iShares Russell 2000 ETF position peaked at $6.37M in Q4 2022.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.