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

Act 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 		$33.4M Buy
81,458
+3,807
+5% +$1.51M 9.8% 4
2026
Q1 		$27.7M Buy
77,651
+1,579
+2% +$588K 9.3% 3
2025
Q4 		$28.4M Sell
76,072
-2,096
-3% -$776K 9.29% 3
2025
Q3 		$28.6M Buy
78,168
+1,321
+2% +$465K 10.01% 3
2025
Q2 		$26.1M Buy
76,847
+2,977
+4% +$934K 11.02% 3
2025
Q1 		$22.7M Sell
73,870
-1,009
-1% -$326K 10.25% 4
2024
Q4 		$24.1M Buy
74,879
+596
+0.8% +$193K 11.28% 3
2024
Q3 		$23.4M Sell
74,283
-643
-0.9% -$195K 10.35% 4
2024
Q2 		$22.3M Sell
74,926
-7,292
-9% -$2.09M 10.97% 4
2024
Q1 		$23.7M Buy
82,218
+749
+0.9% +$205K 11.94% 4
2023
Q4 		$21.4M Buy
81,469
+540
+0.7% +$132K 11.53% 4
2023
Q3 		$19M Sell
80,929
-4,833
-6% -$1.18M 12.76% 4
2023
Q2 		$20.9M Sell
85,762
-2,033
-2% -$468K 11.76% 4
2023
Q1 		$19.8M Buy
87,795
+4,690
+6% +$1.03M 11.76% 4
2022
Q4 		$17.5M Buy
83,105
+2,881
+4% +$610K 11.05% 5
2022
Q3 		$15.8M Buy
80,224
+2,047
+3% +$449K 11.32% 5
2022
Q2 		$16.2M Buy
78,177
+1,633
+2% +$369K 10.62% 6
2022
Q1 		$19.1M Sell
76,544
-20,657
-21% -$5.1M 10.88% 5
2021
Q4 		$25.7M Buy
97,201
+332
+0.3% +$85.5K 14.79% 3
2021
Q3 		$23.4M Hold
96,869
– – 14.49% 3
2021
Q2 		$23.4M Sell
96,869
-3,901
-4% -$919K 14.46% 3
2021
Q1 		$22.6M Sell
100,770
-3,826
-4% -$838K 14.56% 4
2020
Q4 		$22.2M Buy
+104,596
New +$20.9M 14.23% 4

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
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
BP
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
EA
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

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

Act Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 4.9% in Q2 2026, buying an estimated $1.51M and bringing the position to 81,458 shares worth $33.4M. The position accounts for 9.8% of the portfolio, ranked #4.

Act Wealth Management first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Act Wealth Management held 81,458 shares of iShares Russell 1000 ETF worth $33.4M as of Q2 2026.
  • Act Wealth Management bought 3,807 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.51M.
  • iShares Russell 1000 ETF made up 9.8% of Act Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Act Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.