Abacus Planning Group’s iShares Russell 1000 ETF IWB Stock Holding History

Abacus Planning Group’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	$520K	Hold	1,269	–	–	0.06%	137
2026 Q1	$452K	Hold	1,269	–	–	0.06%	151
2025 Q4	$474K	Sell	1,269 -133	-9%	-$49.3K	0.06%	140
2025 Q3	$512K	Sell	1,402 -145	-9%	-$51.1K	0.07%	129
2025 Q2	$525K	Sell	1,547 -31	-2%	-$9.73K	0.08%	119
2025 Q1	$484K	Hold	1,578	–	–	0.08%	121
2024 Q4	$508K	Hold	1,578	–	–	0.09%	115
2024 Q3	$496K	Hold	1,578	–	–	0.09%	110
2024 Q2	$470K	Hold	1,578	–	–	0.09%	112
2024 Q1	$455K	Sell	1,578 -1,642	-51%	-$450K	0.09%	115
2023 Q4	$844K	Sell	3,220 -1,423	-31%	-$348K	0.18%	79
2023 Q3	$1.09M	Hold	4,643	–	–	0.27%	59
2023 Q2	$1.13M	Hold	4,643	–	–	0.27%	54
2023 Q1	$1.05M	Hold	4,643	–	–	0.27%	56
2022 Q4	$977K	Hold	4,643	–	–	0.27%	61
2022 Q3	$916K	Sell	4,643 -873	-16%	-$191K	0.28%	60
2022 Q2	$1.15M	Buy	5,516 +92	+2%	+$20.8K	0.34%	52
2022 Q1	$1.36M	Sell	5,424 -5,677	-51%	-$1.4M	0.37%	48
2021 Q4	$2.94M	Hold	11,101	–	–	0.78%	26
2021 Q3	$2.68M	Hold	11,101	–	–	0.85%	23
2021 Q2	$2.69M	Hold	11,101	–	–	0.82%	23
2021 Q1	$2.48M	Hold	11,101	–	–	0.8%	22
2020 Q4	$2.35M	Hold	11,101	–	–	0.73%	22
2020 Q3	$2.08M	Hold	11,101	–	–	0.76%	21
2020 Q2	$1.91M	Sell	11,101 -1,647	-13%	-$266K	0.78%	21
2020 Q1	$1.8M	Buy	12,748 +526	+4%	+$88.9K	0.89%	18
2019 Q4	$2.18M	Hold	12,222	–	–	1%	15
2019 Q3	$2.01M	Sell	12,222 -279	-2%	-$45.8K	1%	15
2019 Q2	$2.04M	Hold	12,501	–	–	1.22%	13
2019 Q1	$1.97M	Sell	12,501 -98	-0.8%	-$14.8K	1.23%	13
2018 Q4	$1.75M	Hold	12,599	–	–	1.32%	15
2018 Q3	$2.04M	Sell	12,599 -398	-3%	-$63.2K	1.37%	13
2018 Q2	$1.98M	Sell	12,997 -2,289	-15%	-$345K	1.48%	14
2018 Q1	$2.25M	Hold	15,286	–	–	1.83%	11
2017 Q4	$2.27M	Buy	+15,286	New	+$2.21M	2.3%	8

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

Abacus Planning Group's IWB Position: Q2 2026 in Review

Abacus Planning Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,269 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #137.

Abacus Planning Group first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.94M in Q4 2021. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Abacus Planning Group held 1,269 shares of iShares Russell 1000 ETF worth $520K as of Q2 2026.
Abacus Planning Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of Abacus Planning Group's portfolio in Q2 2026, its #137 holding.
Abacus Planning Group first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
Abacus Planning Group's iShares Russell 1000 ETF position peaked at $2.94M in Q4 2021.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.