Abound Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Abound 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	$329K	Hold	805	–	–	0.07%	67
2026 Q1	$287K	Sell	805 -13	-2%	-$4.84K	0.07%	69
2025 Q4	$305K	Buy	818 +1	+0.1%	+$370	0.07%	64
2025 Q3	$298K	Sell	817 -3	-0.4%	-$1.06K	0.07%	60
2025 Q2	$278K	Buy	820 +1	+0.1%	+$314	0.08%	57
2025 Q1	$251K	Buy	819 +1	+0.1%	+$323	0.08%	59
2024 Q4	$264K	Sell	818 -1	-0.1%	-$324	0.08%	56
2024 Q3	$257K	Hold	819	–	–	0.09%	53
2024 Q2	$244K	Hold	819	–	–	0.09%	52
2024 Q1	$236K	Hold	819	–	–	0.09%	54
2023 Q4	$215K	Hold	819	–	–	0.09%	56
2023 Q3	$192K	Buy	819 +298	+57%	+$73K	0.08%	53
2023 Q2	$127K	Buy	521 +1	+0.2%	+$230	0.05%	66
2023 Q1	$117K	Buy	520 +2	+0.4%	+$440	0.05%	67
2022 Q4	$109K	Buy	518 +3	+0.6%	+$635	0.05%	62
2022 Q3	$102K	Buy	515 +2	+0.4%	+$439	0.05%	59
2022 Q2	$107K	Buy	513 +2	+0.4%	+$452	0.06%	48
2022 Q1	$128K	Buy	511 +1	+0.2%	+$247	0.09%	48
2021 Q4	$135K	Buy	+510	New	+$131K	0.11%	44

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Abound Wealth Management's IWB Position: Q2 2026 in Review

Abound Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 805 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #67.

Abound Wealth Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Abound Wealth Management held 805 shares of iShares Russell 1000 ETF worth $329K as of Q2 2026.
Abound Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Abound Wealth Management's portfolio in Q2 2026, its #67 holding.
Abound Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
452 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.