Acorn Financial Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Acorn Financial Advisory Services’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	$445K	Hold	1,086	–	–	0.06%	143
2026 Q1	$387K	Hold	1,086	–	–	0.05%	143
2025 Q4	$406K	Buy	1,086 +337	+45%	+$125K	0.06%	134
2025 Q3	$274K	Hold	749	–	–	0.04%	167
2025 Q2	$254K	Hold	749	–	–	0.04%	174
2025 Q1	$230K	Hold	749	–	–	0.04%	169
2024 Q4	$241K	Hold	749	–	–	0.04%	180
2024 Q3	$235K	Sell	749 -44	-6%	-$13.3K	0.04%	183
2024 Q2	$236K	Hold	793	–	–	0.04%	184
2024 Q1	$228K	Buy	+793	New	+$217K	0.04%	186

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorn Financial Advisory Services's IWB Position: Q2 2026 in Review

Acorn Financial Advisory Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,086 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #143.

Acorn Financial Advisory Services first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Acorn Financial Advisory Services held 1,086 shares of iShares Russell 1000 ETF worth $445K as of Q2 2026.
Acorn Financial Advisory Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #143 holding.
Acorn Financial Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.