Acropolis Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Acropolis Investment 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	$3.1M	Hold	7,558	–	–	0.12%	65
2026 Q1	$2.69M	Hold	7,558	–	–	0.12%	68
2025 Q4	$2.82M	Hold	7,558	–	–	0.13%	64
2025 Q3	$2.57M	Hold	7,558	–	–	0.13%	65
2025 Q2	$2.57M	Hold	7,558	–	–	0.14%	59
2025 Q1	$2.32M	Hold	7,558	–	–	0.14%	61
2024 Q4	$2.43M	Buy	7,558 +206	+3%	+$66.7K	0.14%	57
2024 Q3	$2.31M	Hold	7,352	–	–	0.14%	59
2024 Q2	$2.19M	Hold	7,352	–	–	0.14%	61
2024 Q1	$2.12M	Sell	7,352 -1,035	-12%	-$284K	0.14%	62
2023 Q4	$2.2M	Hold	8,387	–	–	0.15%	56
2023 Q3	$1.97M	Hold	8,387	–	–	0.15%	58
2023 Q2	$2.04M	Hold	8,387	–	–	0.16%	60
2023 Q1	$1.89M	Hold	8,387	–	–	0.16%	60
2022 Q4	$1.77M	Hold	8,387	–	–	0.16%	58
2022 Q3	$1.66M	Hold	8,387	–	–	0.17%	54
2022 Q2	$1.74M	Sell	8,387 -900	-10%	-$203K	0.17%	52
2022 Q1	$2.32M	Buy	9,287 +900	+11%	+$222K	0.21%	47
2021 Q4	$2.22M	Hold	8,387	–	–	0.2%	48
2021 Q3	$1.98M	Hold	8,387	–	–	0.24%	47
2021 Q2	$2.03M	Hold	8,387	–	–	0.2%	46
2021 Q1	$1.88M	Hold	8,387	–	–	0.19%	49
2020 Q4	$1.78M	Hold	8,387	–	–	0.2%	45
2020 Q3	$1.57M	Sell	8,387 -415	-5%	-$76.7K	0.19%	43
2020 Q2	$1.51M	Hold	8,802	–	–	0.2%	42
2020 Q1	$1.25M	Sell	8,802 -125	-1%	-$21.1K	0.19%	46
2019 Q4	$1.59M	Hold	8,927	–	–	0.22%	40
2019 Q3	$1.47M	Hold	8,927	–	–	0.21%	44
2019 Q2	$1.45M	Hold	8,927	–	–	0.22%	43
2019 Q1	$1.4M	Sell	8,927 -780	-8%	-$118K	0.22%	44
2018 Q4	$1.35M	Buy	9,707 +6,380	+192%	+$954K	0.23%	42
2018 Q3	$538K	Sell	3,327 -245	-7%	-$38.9K	0.09%	80
2018 Q2	$543K	Sell	3,572 -465	-12%	-$70.1K	0.09%	75
2018 Q1	$593K	Hold	4,037	–	–	0.1%	84
2017 Q4	$600K	Hold	4,037	–	–	0.09%	81
2017 Q3	$565K	Buy	4,037 +95	+2%	+$13K	0.09%	77
2017 Q2	$533K	Sell	3,942 -340	-8%	-$45.4K	0.09%	87
2017 Q1	$562K	Sell	4,282 -43	-1%	-$5.57K	0.1%	84
2016 Q4	$538K	Buy	4,325 +168	+4%	+$20.4K	0.1%	84
2016 Q3	$501K	Hold	4,157	–	–	0.09%	87
2016 Q2	$486K	Hold	4,157	–	–	0.09%	87
2016 Q1	$474K	Sell	4,157 -3,285	-44%	-$355K	0.09%	87
2015 Q4	$843K	Buy	7,442 +3,285	+79%	+$376K	0.17%	67
2015 Q3	$445K	Buy	4,157 +545	+15%	+$61.9K	0.09%	84
2015 Q2	$419K	Hold	3,612	–	–	0.08%	83
2015 Q1	$418K	Hold	3,612	–	–	0.08%	91
2014 Q4	$414K	Hold	3,612	–	–	0.08%	85
2014 Q3	$397K	Hold	3,612	–	–	0.08%	90
2014 Q2	$398K	Hold	3,612	–	–	0.08%	92
2014 Q1	$378K	Hold	3,612	–	–	0.08%	92
2013 Q4	$373K	Hold	3,612	–	–	0.08%	89
2013 Q3	$340K	Hold	3,612	–	–	0.07%	92
2013 Q2	$325K	Buy	+3,612	New	+$323K	0.07%	86

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

Acropolis Investment Management's IWB Position: Q2 2026 in Review

Acropolis Investment Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 7,558 shares worth $3.1M. The position accounts for 0.12% of the portfolio, ranked #65.

Acropolis Investment Management first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 467 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Acropolis Investment Management held 7,558 shares of iShares Russell 1000 ETF worth $3.1M as of Q2 2026.
Acropolis Investment Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.12% of Acropolis Investment Management's portfolio in Q2 2026, its #65 holding.
Acropolis Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.