Abundance Wealth Counselors’s iShares Russell 1000 ETF IWB Stock Holding History

Abundance Wealth Counselors’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	$1.5M	Buy	3,654 +1,007	+38%	+$399K	0.1%	119
2026 Q1	$944K	Buy	2,647 +1,640	+163%	+$611K	0.14%	109
2025 Q4	$376K	Hold	1,007	–	–	0.06%	128
2025 Q3	$368K	Sell	1,007 -67	-6%	-$23.6K	0.06%	129
2025 Q2	$365K	Sell	1,074 -21	-2%	-$6.59K	0.07%	131
2025 Q1	$336K	Sell	1,095 -1,640	-60%	-$530K	0.07%	128
2024 Q4	$881K	Sell	2,735 -20	-0.7%	-$6.48K	0.19%	85
2024 Q3	$866K	Buy	+2,755	New	+$834K	0.18%	95
2024 Q2	–	Sell	-2,810	Closed	-$809K	–	104
2024 Q1	$809K	Hold	2,810	–	–	0.19%	85
2023 Q4	$737K	Hold	2,810	–	–	0.19%	85
2023 Q3	$660K	Buy	+2,810	New	+$688K	0.19%	80
2023 Q2	–	Sell	-3,158	Closed	-$711K	–	102
2023 Q1	$711K	Hold	3,158	–	–	0.18%	82
2022 Q4	$665K	Hold	3,158	–	–	0.18%	82
2022 Q3	$623K	Hold	3,158	–	–	0.18%	75
2022 Q2	$656K	Hold	3,158	–	–	0.18%	78
2022 Q1	$790K	Hold	3,158	–	–	0.21%	70
2021 Q4	$835K	Buy	+3,158	New	+$813K	0.21%	63
2021 Q3	–	Sell	-3,177	Closed	-$769K	–	78
2021 Q2	$769K	Hold	3,177	–	–	0.2%	61
2021 Q1	$711K	Hold	3,177	–	–	0.18%	61
2020 Q4	$673K	Hold	3,177	–	–	0.17%	58
2020 Q3	$595K	Hold	3,177	–	–	0.17%	59
2020 Q2	$545K	Hold	3,177	–	–	0.17%	55
2020 Q1	$450K	Sell	3,177 -742	-19%	-$125K	0.16%	18
2019 Q4	$699K	Hold	3,919	–	–	0.19%	17
2019 Q3	$645K	Hold	3,919	–	–	0.2%	16
2019 Q2	$638K	Hold	3,919	–	–	0.2%	16
2019 Q1	$616K	Hold	3,919	–	–	0.2%	15
2018 Q4	$544K	Buy	+3,919	New	+$586K	0.2%	17

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

Abundance Wealth Counselors's IWB Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Russell 1000 ETF (IWB) stake by 38% in Q2 2026, buying an estimated $399K and bringing the position to 3,654 shares worth $1.5M. The position accounts for 0.1% of the portfolio, ranked #119.

Abundance Wealth Counselors first reported a position in IWB in Q4 2018 and has held it in 28 quarters since. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Abundance Wealth Counselors held 3,654 shares of iShares Russell 1000 ETF worth $1.5M as of Q2 2026.
Abundance Wealth Counselors bought 1,007 iShares Russell 1000 ETF shares in Q2 2026, an estimated $399K.
iShares Russell 1000 ETF made up 0.1% of Abundance Wealth Counselors's portfolio in Q2 2026, its #119 holding.
Abundance Wealth Counselors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 28 quarters since.
460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.