Abacus Planning Group’s iShares Russell 1000 ETF IWB Stock Holding History
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
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. 1,555 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.
- 1,555 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.