AAF Wealth Management
IWB icon

AAF Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

AAF Wealth Management’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 		$699K Hold
1,681
– – 0.25% 31
2026
Q2 		$688K Sell
1,681
-3
-0.2% -$1.19K 0.25% 31
2026
Q1 		$600K Hold
1,684
– – 0.25% 32
2025
Q4 		$629K Sell
1,684
-78
-4% -$28.9K 0.27% 31
2025
Q3 		$644K Buy
1,762
+3
+0.2% +$1.06K 0.29% 29
2025
Q2 		$597K Buy
1,759
+3
+0.2% +$942 0.27% 29
2025
Q1 		$539K Buy
1,756
+3
+0.2% +$970 0.29% 27
2024
Q4 		$565K Buy
1,753
+4
+0.2% +$1.3K 0.28% 27
2024
Q3 		$550K Buy
1,749
+3
+0.2% +$909 0.28% 30
2024
Q2 		$520K Buy
1,746
+282
+19% +$81K 0.27% 29
2024
Q1 		$422K Buy
1,464
+3
+0.2% +$822 0.24% 31
2023
Q4 		$383K Sell
1,461
-7
-0.5% -$1.71K 0.22% 32
2023
Q3 		$345K Sell
1,468
-21
-1% -$5.14K 0.22% 31
2023
Q2 		$363K Buy
1,489
+2
+0.1% +$461 0.22% 32
2023
Q1 		$335K Buy
1,487
+346
+30% +$76.2K 0.22% 32
2022
Q4 		$240K Sell
1,141
-32
-3% -$6.77K 0.17% 37
2022
Q3 		$231K Buy
1,173
+4
+0.3% +$877 0.18% 32
2022
Q2 		$243K Buy
1,169
+3
+0.3% +$678 0.18% 31
2022
Q1 		$292K Buy
1,166
+3
+0.3% +$741 0.19% 26
2021
Q4 		$308K Buy
1,163
+2
+0.2% +$515 0.22% 19
2021
Q3 		$281K Buy
1,161
+3
+0.3% +$746 0.21% 22
2021
Q2 		$280K Buy
1,158
+2
+0.2% +$471 0.22% 20
2021
Q1 		$259K Buy
1,156
+2
+0.2% +$438 0.22% 19
2020
Q4 		$244K Buy
+1,154
New +$230K 0.22% 21

Other funds holding IWB

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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

AAF Wealth Management's IWB Position: Q3 2026 in Review

AAF Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 1,681 shares worth $699K. The position accounts for 0.25% of the portfolio, ranked #31.

AAF Wealth Management first reported a position in IWB in Q4 2020 and has held it in 24 quarters since. 693 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • AAF Wealth Management held 1,681 shares of iShares Russell 1000 ETF worth $699K as of Q3 2026.
  • AAF Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.25% of AAF Wealth Management's portfolio in Q3 2026, its #31 holding.
  • AAF Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 24 quarters since.
  • 693 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.