A4 Wealth Advisors
IWB icon

A4 Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

A4 Wealth Advisors’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
Q3 		– Sell
-518
Closed -$212K – 83
2026
Q2 		$212K Buy
+518
New +$205K 0.14% 86

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

A4 Wealth Advisors's IWB Position: Q3 2026 in Review

A4 Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 518 shares — an estimated $212K sold.

A4 Wealth Advisors first reported a position in IWB in Q2 2026 and held it in 1 quarter. The position peaked at $212K in Q2 2026. 1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • A4 Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 518 iShares Russell 1000 ETF shares in Q3 2026, an estimated $212K.
  • A4 Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2026 and held it in 1 quarter.
  • A4 Wealth Advisors's iShares Russell 1000 ETF position peaked at $212K in Q2 2026.
  • 1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.