Acorn Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $835K | Hold |
2,038
| – | – | 0.2% | 108 |
|
|
2026
Q1 | $727K | Hold |
2,038
| – | – | 0.21% | 105 |
|
|
2025
Q4 | $761K | Hold |
2,038
| – | – | 0.23% | 98 |
|
|
2025
Q3 | $745K | Hold |
2,038
| – | – | 0.23% | 99 |
|
|
2025
Q2 | $692K | Hold |
2,038
| – | – | 0.26% | 83 |
|
|
2025
Q1 | $625K | Hold |
2,038
| – | – | 0.26% | 87 |
|
|
2024
Q4 | $657K | Hold |
2,038
| – | – | 0.27% | 80 |
|
|
2024
Q3 | $641K | Hold |
2,038
| – | – | 0.28% | 76 |
|
|
2024
Q2 | $606K | Hold |
2,038
| – | – | 0.3% | 72 |
|
|
2024
Q1 | $587K | Hold |
2,038
| – | – | 0.31% | 72 |
|
|
2023
Q4 | $534K | Hold |
2,038
| – | – | 0.32% | 72 |
|
|
2023
Q3 | $479K | Hold |
2,038
| – | – | 0.32% | 76 |
|
|
2023
Q2 | $497K | Hold |
2,038
| – | – | 0.34% | 76 |
|
|
2023
Q1 | $459K | Hold |
2,038
| – | – | 0.34% | 70 |
|
|
2022
Q4 | $429K | Hold |
2,038
| – | – | 0.33% | 74 |
|
|
2022
Q3 | $402K | Hold |
2,038
| – | – | 0.33% | 75 |
|
|
2022
Q2 | $423K | Hold |
2,038
| – | – | 0.33% | 76 |
|
|
2022
Q1 | $510K | Hold |
2,038
| – | – | 0.35% | 69 |
|
|
2021
Q4 | $539K | Hold |
2,038
| – | – | 0.34% | 72 |
|
|
2021
Q3 | $493K | Hold |
2,038
| – | – | 0.34% | 70 |
|
|
2021
Q2 | $493K | Hold |
2,038
| – | – | 0.34% | 72 |
|
|
2021
Q1 | $456K | Hold |
2,038
| – | – | 0.33% | 73 |
|
|
2020
Q4 | $432K | Hold |
2,038
| – | – | 0.34% | 66 |
|
|
2020
Q3 | $381K | Hold |
2,038
| – | – | 0.33% | 64 |
|
|
2020
Q2 | $350K | Hold |
2,038
| – | – | 0.33% | 63 |
|
|
2020
Q1 | $291K | Hold |
2,038
| – | – | 0.33% | 64 |
|
|
2019
Q4 | $365K | Hold |
2,038
| – | – | 0.31% | 68 |
|
|
2019
Q3 | $349K | Hold |
2,038
| – | – | 0.3% | 70 |
|
|
2019
Q2 | $332K | Hold |
2,038
| – | – | 0.3% | 66 |
|
|
2019
Q1 | $329K | Hold |
2,038
| – | – | 0.3% | 69 |
|
|
2018
Q4 | $291K | Hold |
2,038
| – | – | 0.3% | 69 |
|
|
2018
Q3 | $309K | Hold |
2,038
| – | – | 0.3% | 75 |
|
|
2018
Q2 | $311K | Hold |
2,038
| – | – | 0.26% | 74 |
|
|
2018
Q1 | $303K | Hold |
2,038
| – | – | 0.26% | 75 |
|
|
2017
Q4 | $310K | Buy |
+2,038
| New | +$295K | 0.28% | 70 |
|
Other funds holding IWB
Acorn Wealth Advisors's IWB Position: Q2 2026 in Review
Acorn Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,038 shares worth $835K. The position accounts for 0.2% of the portfolio, ranked #108.
Acorn Wealth Advisors first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Acorn Wealth Advisors held 2,038 shares of iShares Russell 1000 ETF worth $835K as of Q2 2026.
- Acorn Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
- iShares Russell 1000 ETF made up 0.2% of Acorn Wealth Advisors's portfolio in Q2 2026, its #108 holding.
- Acorn Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
- 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.