Abacus Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Abacus Wealth Partners’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	$525K	Hold	1,281	–	–	0.06%	141
2026 Q1	$457K	Hold	1,281	–	–	0.04%	244
2025 Q4	$478K	Buy	1,281 +35	+3%	+$13K	0.05%	228
2025 Q3	$455K	Buy	1,246 +25	+2%	+$8.81K	0.07%	57
2025 Q2	$415K	Hold	1,221	–	–	0.06%	67
2025 Q1	$375K	Hold	1,221	–	–	0.06%	56
2024 Q4	$393K	Hold	1,221	–	–	0.06%	54
2024 Q3	$384K	Hold	1,221	–	–	0.06%	59
2024 Q2	$363K	Hold	1,221	–	–	0.06%	60
2024 Q1	$352K	Hold	1,221	–	–	0.06%	59
2023 Q4	$320K	Sell	1,221 -14	-1%	-$3.43K	0.05%	55
2023 Q3	$290K	Hold	1,235	–	–	0.09%	58
2023 Q2	$301K	Buy	1,235 +14	+1%	+$3.22K	0.09%	64
2023 Q1	$276K	Hold	1,221	–	–	0.09%	67
2022 Q4	$257K	Sell	1,221 -112	-8%	-$23.7K	0.09%	61
2022 Q3	$263K	Hold	1,333	–	–	0.14%	55
2022 Q2	$277K	Hold	1,333	–	–	0.14%	60
2022 Q1	$333K	Sell	1,333 -500	-27%	-$123K	0.15%	55
2021 Q4	$485K	Buy	1,833 +112	+7%	+$28.8K	0.17%	54
2021 Q3	$416K	Hold	1,721	–	–	0.15%	52
2021 Q2	$417K	Hold	1,721	–	–	0.16%	48
2021 Q1	$385K	Sell	1,721 -67	-4%	-$14.7K	0.27%	49
2020 Q4	$379K	Buy	+1,788	New	+$357K	0.33%	46

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 Wealth Partners's IWB Position: Q2 2026 in Review

Abacus Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,281 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #141.

Abacus Wealth Partners 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.

Abacus Wealth Partners held 1,281 shares of iShares Russell 1000 ETF worth $525K as of Q2 2026.
Abacus Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of Abacus Wealth Partners's portfolio in Q2 2026, its #141 holding.
Abacus Wealth Partners 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 Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.