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3 Factor Indexing’s iShares Russell 1000 ETF IWB Stock Holding History

3 Factor Indexing’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
Q2 		$844K Hold
2,062
– – 0.71% 24
2026
Q1 		$735K Buy
+2,062
New +$768K 0.69% 26

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

3 Factor Indexing's IWB Position: Q2 2026 in Review

3 Factor Indexing held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,062 shares worth $844K. The position accounts for 0.71% of the portfolio, ranked #24.

3 Factor Indexing first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. 1,499 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • 3 Factor Indexing held 2,062 shares of iShares Russell 1000 ETF worth $844K as of Q2 2026.
  • 3 Factor Indexing left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.71% of 3 Factor Indexing's portfolio in Q2 2026, its #24 holding.
  • 3 Factor Indexing first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.