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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,556 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.
  • 1,556 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.