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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

AAF Wealth Management's IWB Position: Q2 2026 in Review

AAF Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q2 2026, selling an estimated $1.19K and leaving 1,681 shares worth $688K. 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 23 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

AAF Wealth Management held 1,681 shares of iShares Russell 1000 ETF worth $688K as of Q2 2026.
AAF Wealth Management sold 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
iShares Russell 1000 ETF made up 0.25% of AAF Wealth Management's portfolio in Q2 2026, its #31 holding.
AAF Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.