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

Accel 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	$294K	Buy	+718	New	+$285K	0.07%	226

Other funds holding IWB

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

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

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

Accel Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 718 shares worth $294K. The stake represents 0.07% of the portfolio and ranks #226 among its holdings.

660 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Accel Wealth Management held 718 shares of iShares Russell 1000 ETF worth $294K as of Q2 2026.
iShares Russell 1000 ETF was a new Accel Wealth Management position in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #226 holding.
660 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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