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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 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

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. 1,554 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.
  • 1,554 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.