Aaron Wealth Advisors
IWB icon

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

Aaron 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 		$558K Hold
1,342
– – 0.03% 407
2026
Q2 		$550K Buy
+1,342
New +$532K 0.03% 401

Other funds holding IWB

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
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Aaron Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 1,342 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #407.

Aaron Wealth Advisors first reported a position in IWB in Q2 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Aaron Wealth Advisors held 1,342 shares of iShares Russell 1000 ETF worth $558K as of Q3 2026.
  • Aaron Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #407 holding.
  • Aaron Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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